EXHIBIT NO. 99.5(c) INVESTMENT ADVISORY AGREEMENT INVESTMENT ADVISORY AGREEMENT, dated this 1st day of September, 1993, by and between MFS SERIES TRUST VI, a Massachusetts business trust (the "Trust"), on behalf of MFS WORLD EQUITY FUND, a series of...Investment Advisory Agreement • October 23rd, 1995 • MFS Series Trust Vi
EXHIBIT NO. 99.6(b) DISTRIBUTION AGREEMENT DISTRIBUTION AGREEMENT, made this first day of January, 1995, by and between MFS SERIES TRUST VI, a Massachusetts business trust (the "Trust"), on behalf of each series from time to time of the Trust...Distribution Agreement • October 23rd, 1995 • MFS Series Trust Vi • Massachusetts
WITNESSETHInvestment Advisory Agreement • June 28th, 2017 • MFS Series Trust Vi
August 10, 1990MFS Series Trust Vi • October 23rd, 1995 • Massachusetts
WITNESSETH:Investment Advisory Agreement • February 28th, 2002 • MFS Series Trust Vi
BETWEENMFS Series Trust Vi • October 23rd, 1995 • Massachusetts
August 10, 1990MFS Series Trust Vi • October 23rd, 1995 • Massachusetts
AMENDMENT TO SHAREHOLDER SERVICING AGREEMENTSMFS Series Trust Vi • February 27th, 2017 • Massachusetts
WHEREAS, each of the investment companies listed on Annex A hereto (each a “Fund” and collectively the “Funds”) is a party to a Shareholder Servicing Agreement, as amended, (the “Agreements”) with MFS Service Center, Inc. (“MFSC”); and
AMENDMENT TO DISTRIBUTION AGREEMENTSDistribution Agreements • February 27th, 2017 • MFS Series Trust Vi • Massachusetts
WHEREAS, each series from time to time of each Trust listed on Annex A hereto (referred to individually as a “Fund” and collectively as the “Funds”) is a party to a Distribution Agreement, as amended, (the “Agreements”) with MFS Fund Distributors, Inc. (the “Distributor”); and
AMENDMENT TO SHAREHOLDER SERVICING AGREEMENTSMFS Series Trust Vi • December 29th, 2011 • Massachusetts
WHEREAS, each of the investment companies listed on Annex A hereto (each a “Fund” and collectively the “Funds”) is a party to a Shareholder Servicing Agreement, as amended, (the “Agreements”) with MFS Service Center, Inc. (“MFSC”); and
EXHIBIT NO. 99.8(f) MASTER ADMINISTRATIVE SERVICES AGREEMENT Revised as of September 18, 2002Master Administrative Services Agreement • December 23rd, 2002 • MFS Series Trust Vi
Master Administrative Services Agreement - Exhibit D Administrative FeeMFS Series Trust Vi • February 27th, 2018
In return for the Administrative Services provided by the Administrator under this Agreement, the Funds shall pay the Administrator each calendar year (each a “Contract Period”) a fee (the “Annual Fee”) in an aggregate amount which reimburses the Administrator for one-hundred percent (100%) of its total costs of providing Administrative Services for the Contract Period (“Total Allocable Costs”), subject to any adjustments as described herein. In determining Total Allocable Costs, the Administrator shall allocate expenses of its Fund Treasury, Legal, Compliance, Corporate and Electronic Communications, Performance, IT Development and IT Operations Departments (the “Participating Departments”) among (i) expenses incurred in providing Administrative Services for the Funds, (ii) expenses incurred in providing Administrative Services for its non-U.S. funds and (iii) expenses incurred in connection with activities other than providing Administrative Services for the Funds and MFS’ non-US Fun
Exhibit No. 99.8(b) AMENDMENT TO CUSTODIAN CONTRACT Amendment to Custodian Contract between MFS Worldwide Total Return Trust, a business trust organized and existing under the laws of Massachusetts, having a principal place of business at 500 Boylston...Custodian Contract • October 23rd, 1995 • MFS Series Trust Vi • Massachusetts
Exhibit No. 99.8(c) AMENDMENT The Custodian Contract dated August 10, 1990 between MFS Worldwide Total Return Trust (referred to herein as the "Trust") and State Street Bank and Trust Company (the "Custodian") is hereby amended as follows: I. Section...MFS Series Trust Vi • October 23rd, 1995
SUB-ITEM 77Q1(e) MFS SERIES TRUST VIMFS Series Trust Vi • June 23rd, 2004
Amendment ated January 1, 2004 to the Investment Advisory Agreement for the MFS Global Equity Fund dated January 1, 2002 was contained in MFS Series Trust VI (File Nos.33-34502 and 811-6102) Post-Effective Amendment No. 21 filed with the Securities and Exchange Commission via EDGAR on February 27, 004 under Rule 485 under the Securities Act of 1933. Such document is incorporated herein by reference.
Exhibit No. 4 AGREEMENT AND PLAN OF REORGANIZATION THIS AGREEMENT AND PLAN OF REORGANIZATION (the "Agreement") is made this 20th day of May, 2003, by and between MFS Series Trust I, a Massachusetts business trust ("Trust I"), on behalf of MFS Global...Agreement and Plan of Reorganization • August 28th, 2003 • MFS Series Trust Vi • Massachusetts
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTAdvisory Agreement • February 27th, 2018 • MFS Series Trust Vi
AMENDMENT effective as of February 28, 2017 to the Investment Advisory Agreement dated January 1, 2002 (the “Agreement”) by and between MFS Series Trust VI (the “Trust”) on behalf the MFS Global Equity Fund, the MFS Global Total Return Fund, and the MFS Utilities Fund (each, a “Fund”), each a series of the Trust, and Massachusetts Financial Services Company, a Delaware corporation (the “Adviser”).
AMENDMENT TO SHAREHOLDER SERVICING AGENT AGREEMENTSShareholder Servicing Agent Agreements • February 27th, 2018 • MFS Series Trust Vi • Massachusetts
THIS AMENDMENT, dated as set forth below, is by and between each of the investment companies listed on Annex A hereto and MFS Service Center, Inc.
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTAdvisory Agreement • February 26th, 2009 • MFS Series Trust Vi
AMENDMENT dated as of November 1, 2008 to the Investment Advisory Agreement dated January 1, 2002 (the “Agreement”) by and between MFS Series Trust VI (the “Trust”) on behalf of MFS Utilities Fund (a “Fund”), a series of the Trust, and Massachusetts Financial Services Company, a Delaware corporation (the “Adviser”).
SUB-ITEM 77Q1(e) MFS SERIES TRUST VI The Trust's Investment Advisory Agreement dated January 1, 2002 was contained in MFS Series Trust VI (File Nos. 33-34502 and 811-6102) Post- Effective Amendment No. 17 filed with the Securities and Exchange...MFS Series Trust Vi • June 21st, 2002
The Trust's Investment Advisory Agreement dated January 1, 2002 was contained in MFS Series Trust VI (File Nos. 33-34502 and 811-6102) Post- Effective Amendment No. 17 filed with the Securities and Exchange Commission via EDGAR on February 28, 2002. Such document is incorporated herein by reference.
