WITNESSETH: -----------Investment Advisory Agreement • October 28th, 2002 • MFS Institutional Trust
ATTEST: MFS INSTITUTIONAL TRUSTCustodian Contract • February 8th, 1996 • MFS Institutional Trust
SUB-ITEM 77Q1.2 INVESTMENT ADVISORY AGREEMENT INVESTMENT ADVISORY AGREEMENT, dated this 1st day of January, 2002, by and between MFS SERIES TRUST VII, a Massachusetts business trust (the "Trust"), on behalf of its series of shares (each a "Fund")...Investment Advisory Agreement • August 23rd, 2002 • MFS Institutional Trust
APPENDIX AFund Accounting Agreement • October 25th, 2007 • MFS Institutional Trust
WITNESSETH:Investment Advisory Agreement • October 29th, 2001 • MFS Institutional Trust
WITNESSETH:Investment Advisory Agreement • October 29th, 2001 • MFS Institutional Trust
APPENDIX ACustodian Agreement • October 25th, 2007 • MFS Institutional Trust
------------------ * Funds are to be transitioned to JPMorgan Chase Bank N.A. at fiscal-year end or semi-annual period end, or such other date as determined between the parties.
AMENDMENT TO SHAREHOLDER SERVICING AGREEMENTSShareholder Servicing Agreement • October 27th, 2016 • MFS Institutional Trust • 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 SHAREHOLDER SERVICING AGREEMENTSShareholder Servicing Agreement • October 27th, 2011 • MFS Institutional Trust • 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 Agreement • October 27th, 2016 • MFS Institutional Trust • 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
WITNESSETH:Investment Advisory Agreement • February 8th, 1996 • MFS Institutional Trust
WITNESSETH:Investment Advisory Agreement • August 14th, 1998 • MFS Institutional Trust
EXHIBIT NO. 99.8(e) MASTER ADMINISTRATIVE SERVICES AGREEMENTMaster Administrative Services Agreement • October 25th, 2007 • MFS Institutional Trust
EXHIBIT NO. 99.9(b) EXCHANGE PRIVILEGE AGREEMENT AGREEMENT, dated as of the day of , 1995, by and between MFS Institutional Trust (the "Trust"), on behalf of its various series from time to time listed on Exhibit A attached hereto (each a "Fund";...Exchange Privilege Agreement • February 8th, 1996 • MFS Institutional Trust
CUSTODIAN CONTRACT Between MFS INSTITUTIONAL TRUST and STATE STREET BANK AND TRUST COMPANYCustodian Contract • September 15th, 1995 • MFS Institutional Trust
EXHIBIT NO. 99.8(g) MASTER ADMINISTRATIVE SERVICES AGREEMENT Revised as of July 26, 2005 MASTER ADMINISTRATIVE SERVICES AGREEEMENT - EXHIBIT A FUNDS I. MFS FAMILY OF FUNDS MFS Series Trust I: MFS Cash Reserve Fund MFS Core Equity Fund MFS Core Growth...Master Administrative Services Agreement • August 29th, 2005 • MFS Institutional Trust
November 30, 1995 MFS Service Center, Inc. 500 Boylston Street Boston, Massachusetts 02116 Amended and Restated Shareholder Servicing Agent Agreement Dear Sir: MFS Institutional Trust, which is a Massachusetts business trust (referred to as the...Shareholder Servicing Agent Agreement • February 8th, 1996 • MFS Institutional Trust • Massachusetts
FORM OF INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • September 15th, 1995 • MFS Institutional Trust
FORM OF INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • September 15th, 1995 • MFS Institutional Trust
Master Administrative Services Agreement - Exhibit AMaster Administrative Services Agreement • October 21st, 2022 • MFS Institutional Trust
MASTER ADMINISTRATIVE SERVICES AGREEMENT Amended and Restated As of January 1, 2008 Exhibit A, as revised: February 27, 2007 (Addition of MFS Series Trust XIV) May 1, 2007 (Redesignation of MFS Capital Opportunities Series to MFS Core Equity Series)...Master Administrative Services Agreement • October 27th, 2010 • MFS Institutional Trust
EXHIBIT NO. 99.4(n) SUB-INVESTMENT ADVISORY AGREEMENT SUB-INVESTMENT ADVISORY AGREEMENT, dated this 29th day of December, 2000, by and between MASSACHUSETTS FINANCIAL SERVICES COMPANY ("MFS") a Delaware corporation, and SUN CAPITAL ADVISERS, INC....Sub-Investment Advisory Agreement • October 29th, 2001 • MFS Institutional Trust • Massachusetts
FORM OF INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • September 15th, 1995 • MFS Institutional Trust
WITNESSETHInvestment Advisory Agreement • February 26th, 2009 • MFS Institutional Trust
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • October 27th, 2009 • MFS Institutional Trust
AMENDMENT dated as of November 1, 2008 to the Investment Advisory Agreement dated January 1, 2002 (the “Agreement”) by and between MFS Institutional Trust (the “Trust”) on behalf of MFS Institutional International Equity Fund and MFS Institutional Large Cap Value Fund (each, a “Fund”), each a series of the Trust, and Massachusetts Financial Services Company, a Delaware corporation (the “Adviser”).
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • October 25th, 2024 • MFS Series Trust Xvii
AMENDMENT effective as of August 1, 2024 to the Investment Advisory Agreement dated January 1, 2002 (the “Agreement”) by and between MFS Series Trust XVII (formerly MFS Institutional Trust) (the “Trust”) on behalf of the MFS International Equity Fund (formerly MFS Institutional International Equity Fund) (the “Fund”), a series of the Trust, and Massachusetts Financial Services Company, a Delaware corporation (the “Adviser”).
AMENDED AND RESTATED DISTRIBUTION AGREEMENTDistribution Agreement • October 21st, 2022 • MFS Institutional Trust • Massachusetts
This AMENDED AND RESTATED DISTRIBUTION AGREEMENT (the “Agreement”), is made effective as October 24, 2022 (the “Effective Date”), by and between MFS SERIES TRUST XVII, a Massachusetts business trust (the “Trust”) (prior to the Effective Date, the Trust was known as MFS Institutional Trust), on behalf of each series from time to time of the Trust (referred to individually as a “Fund” and collectively as the “Funds”) and MFS FUND DISTRIBUTORS, INC., a Delaware corporation (the “Distributor”);
October 31, 1990 State Street Bank and Trust Company 225 Franklin Street Boston, Massachusetts 02110 Dividend Disbursing Agency Agreement Dear Sirs: The above-listed fund (the "Trust") is an open-end registered investment company organized as a...Dividend Disbursing Agency Agreement • October 27th, 1995 • MFS Institutional Trust • Massachusetts
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • October 25th, 2019 • MFS Institutional Trust
AMENDMENT effective as of August 1, 2019 to the Investment Advisory Agreement dated January 1, 2002 (the “Agreement”) by and between MFS Institutional Trust (the “Trust”) on behalf of the MFS Institutional International Equity Fund (the “Fund”), a series of the Trust, and Massachusetts Financial Services Company, a Delaware corporation (the “Adviser”).
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • October 27th, 2016 • MFS Institutional Trust
AMENDMENT effective as of October 28, 2016 to the Investment Advisory Agreement dated January 1, 2002 (the “Agreement”) by and between MFS Institutional Trust (the “Trust”) on behalf of the MFS Institutional International Equity Fund (the “Fund”), a series of the Trust, and Massachusetts Financial Services Company, a Delaware corporation (the “Adviser”).
Exhibit No. 99.5(g) FORM OF INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • September 15th, 1995 • MFS Institutional Trust
WITNESSETH:Investment Advisory Agreement • October 27th, 1995 • MFS Institutional Trust
WITNESSETH:Investment Advisory Agreement • February 8th, 1996 • MFS Institutional Trust
EXHIBIT NO. 99.15 DISTRIBUTION AGREEMENT DISTRIBUTION AGREEMENT, as of this 15th day of June, 1994, by and between MFS INSTITUTIONAL TRUST, a Massachusetts business trust (the "Trust"), on behalf of each series from time to time of the Trust (referred...Distribution Agreement • October 27th, 1995 • MFS Institutional Trust • Massachusetts
