UNDERWRITING AGREEMENT ---------------------- This Agreement made as of October 29, 1999 by and between Brundage, Story and Rose Investment Trust, an Ohio business trust (the "Trust"), and CW Fund Distributors, Inc., an Ohio corporation...Underwriting Agreement • March 31st, 2000 • Brundage Story & Rose Investment Trust • Ohio
Contract Type FiledMarch 31st, 2000 Company Jurisdiction
Brundage, Story and Rose, LLC 630 Fifth Avenue New York, NY 10111 Re: New Advisory Agreement Ladies and Gentlemen: Brundage, Story and Rose Investment Trust (the "Trust") is a diversified open-end management investment company registered under the...Advisory Agreement • March 30th, 2001 • Brundage Story & Rose Investment Trust • New York
Contract Type FiledMarch 30th, 2001 Company Jurisdiction
ACCOUNTING SERVICES AGREEMENT ----------------------------- THIS AGREEMENT effective as of October 29, 1999 by and between Brundage, Story and Rose Investment Trust, an Ohio business trust (the "Trust"), and COUNTRYWIDE FUND SERVICES, INC., an Ohio...Accounting Services Agreement • March 31st, 2000 • Brundage Story & Rose Investment Trust • Ohio
Contract Type FiledMarch 31st, 2000 Company Jurisdiction
ADMINISTRATIVE SERVICES AGREEMENT --------------------------------- AGREEMENT dated as of October 29, 1999 between Brundage, Story and Rose Investment Trust, an Ohio business trust (the "Trust"), and Countrywide Fund Services, Inc., an Ohio...Administrative Services Agreement • March 31st, 2000 • Brundage Story & Rose Investment Trust • Ohio
Contract Type FiledMarch 31st, 2000 Company Jurisdiction
INDEX TO EXHIBITS (1)(i) Agreement and Declaration of Trust* (1)(ii) Amendments to Agreement and Declaration of Trust* (2) Bylaws* (3) Inapplicable (4) Specimen of Share Certificate* (5)(i) Advisory Agreement* (5)(ii) Agreement to Transfer Investment...Agreement and Declaration of Trust • April 1st, 1997 • Brundage Story & Rose Investment Trust
Contract Type FiledApril 1st, 1997 Company
TRANSFER, DIVIDEND DISBURSING, SHAREHOLDER SERVICE -------------------------------------------------- AND PLAN AGENCY AGREEMENT ------------------------- THIS AGREEMENT effective as of October 29, 1999 by and between, BRUNDAGE, STORY AND ROSE...Transfer, Dividend Disbursing, Shareholder Service and Plan Agency Agreement • March 31st, 2000 • Brundage Story & Rose Investment Trust • Ohio
Contract Type FiledMarch 31st, 2000 Company Jurisdiction
BRUNDAGE, STORY AND ROSE INVESTEMENT TRUST N-SAR FISCAL YEAR END 11/30/00Interim Advisory Agreement • January 29th, 2001 • Brundage Story & Rose Investment Trust • New York
Contract Type FiledJanuary 29th, 2001 Company Jurisdiction
ACCOUNTING SERVICES AGREEMENT THIS AGREEMENT effective as of February 28, 1997 by and between Brundage, Story and Rose Investment Trust, an Ohio business trust (the "Trust"), and COUNTRYWIDE FUND SERVICES, INC., an Ohio corporation ("Countrywide")....Accounting Services Agreement • April 1st, 1997 • Brundage Story & Rose Investment Trust • Ohio
Contract Type FiledApril 1st, 1997 Company Jurisdiction
UNDERWRITING AGREEMENT This Agreement made as of February 28, 1997 by and between Brundage, Story and Rose Investment Trust, an Ohio business trust (the "Trust"), and Countrywide Investments, Inc., an Ohio corporation ("Underwriter"). WHEREAS, the...Underwriting Agreement • April 1st, 1997 • Brundage Story & Rose Investment Trust • Ohio
Contract Type FiledApril 1st, 1997 Company Jurisdiction
AGREEMENT TO TRANSFER UNDERWRITING CONTRACT AGREEMENT made as of this 29th day of April, 1998 by and between Countrywide Investments, Inc., a corporation organized under the laws of the State of Ohio ("Countrywide"), and CW Fund Distributors, Inc., a...Agreement to Transfer Underwriting Contract • January 29th, 1999 • Brundage Story & Rose Investment Trust
Contract Type FiledJanuary 29th, 1999 Company
ADMINISTRATIVE SERVICES AGREEMENT AGREEMENT dated as of February 28, 1997 between Brundage, Story and Rose Investment Trust (the "Trust"), an Ohio business trust, and Countrywide Fund Services, Inc. ("Countrywide"), an Ohio corporation. WHEREAS, the...Administrative Services Agreement • April 1st, 1997 • Brundage Story & Rose Investment Trust • Ohio
Contract Type FiledApril 1st, 1997 Company Jurisdiction