FIRST INVESTORS SERIES FUND II, INC. INVESTMENT ADVISORY AGREEMENT This Agreement is made as of June 13, 1994, by and between FIRST INVESTORS SERIES FUND II, INC., a Maryland corporation ("Company"), and FIRST INVESTORS MANAGEMENT COMPANY INC., a New...Investment Advisory Agreement • November 13th, 1995 • First Investors Series Fund Ii Inc • New York
ARTICLE I DEFINITIONSCustody Agreement • January 12th, 1996 • First Investors Series Fund Ii Inc • New York
FIRST INVESTORS EQUITY FUNDS FIRST INVESTORS LIFE SERIES FUNDS SUBADVISORY AGREEMENT Agreement made as of the 27th day of January 2006, by and among FIRST INVESTORS MANAGEMENT COMPANY, INC., a New York corporation (the "Adviser"), WELLINGTON...Subadvisory Agreement • June 8th, 2006 • First Investors Equity Funds • New York
SCHEDULE AInvestment Advisory Agreement • October 11th, 2000 • First Investors Series Fund Ii Inc
Compensation pursuant to Paragraph 6 of this First Investors Series Fund II, Inc. Investment Advisory Agreement shall be calculated in accordance with the following schedules:
TRANSFER AGENT AGREEMENT ------------------------ This Agreement, dated as of the 27th day of January 2006, made by each FIRST INVESTORS investment company listed on Schedule A, as amended from time to time ("Fund"), and ADMINISTRATIVE DATA MANAGEMENT...Transfer Agent Agreement • June 8th, 2006 • First Investors Equity Funds • New York
FIRST INVESTORS EQUITY FUNDS FIRST INVESTORS LIFE SERIES FUNDS SUBADVISORY AGREEMENT Agreement made as of this 27th day of January, 2006, by and among FIRST INVESTORS MANAGEMENT COMPANY, INC., a New York corporation (the "Adviser"), PARADIGM CAPITAL...Subadvisory Agreement • June 8th, 2006 • First Investors Equity Funds • New York
BETWEENUnderwriting Agreement • January 12th, 1996 • First Investors Series Fund Ii Inc • New York
FIRST INVESTORS EQUITY FUNDS FIRST INVESTORS INCOME FUNDS FIRST INVESTORS TAX EXEMPT FUNDS FIRST INVESTORS LIFE SERIES FUNDS INVESTMENT ADVISORY AGREEMENT This Agreement is made as of January 27, 2006 by and between FIRST INVESTORS EQUITY FUNDS, FIRST...Investment Advisory Agreement • June 8th, 2006 • First Investors Equity Funds • New York
BETWEENUnderwriting Agreement • December 23rd, 2002 • First Investors Series Fund Ii Inc • New York
UNDERWRITING AGREEMENT ---------------------- This AGREEMENT, dated as of the 27th day of January 2006, made by each FIRST INVESTORS investment company listed on Schedule A, as amended from time to time ("Fund"), and FIRST INVESTORS CORPORATION, a New...Underwriting Agreement • January 27th, 2006 • First Investors Series Fund Ii Inc • New York
FIRST INVESTORS EQUITY FUNDS FIRST INVESTORS INCOME FUNDS FIRST INVESTORS TAX EXEMPT FUNDS FIRST INVESTORS LIFE SERIES FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • January 28th, 2011 • First Investors Equity Funds • New York
This Agreement is made as of January 19, 2011 by and between FIRST INVESTORS EQUITY FUNDS, FIRST INVESTORS INCOME FUNDS, FIRST INVESTORS TAX EXEMPT FUNDS and FIRST INVESTORS LIFE SERIES FUNDS, each a Delaware statutory trust (each a “Trust”), and FIRST INVESTORS MANAGEMENT COMPANY INC., a New York corporation (“Manager”).
UNDERWRITING AGREEMENTUnderwriting Agreement • January 28th, 2011 • First Investors Equity Funds • New York
This underwriting agreement (“Agreement”), dated as of the 19th day of January 2011, made by each FIRST INVESTORS investment company listed on Schedule A attached hereto, as amended from time to time (each, a “Fund”), and FIRST INVESTORS CORPORATION, a New York corporation with its principal office located at 110 Wall Street, New York, New York 10005 (the “Underwriter”). This Agreement replaces and supercedes all previous underwriting agreements executed among the parties referred to herein.
FIRST INVESTORS EQUITY FUNDSSubadvisory Agreement • November 29th, 2012 • First Investors Equity Funds • New York
Agreement made as of the 19th day of January 2011, as amended May 17, 2012, by and among FIRST INVESTORS MANAGEMENT COMPANY, INC., a New York corporation (the "Adviser"), SMITH ASSET MANAGEMENT GROUP, L.P., a Delaware limited partnership (the "Subadviser"), and FIRST INVESTORS EQUITY FUNDS (the "Trust"), a Delaware statutory trust.
EXPENSE LIMITATION AGREEMENT Attachment A Expense LimitationsExpense Limitation Agreement • January 28th, 2014 • First Investors Equity Funds
The transfer agency fees and expenses of the Institutional Class shares and the Advisor Class shares, respectively, of each Fund set forth below shall be limited, pursuant to this Agreement, to no more than 0.05% and 0.20%, respectively (as a percent of average daily net assets attributable to each stated class).
FIRST INVESTORS EQUITY FUNDS FIRST INVESTORS LIFE SERIES FUNDS SUBADVISORY AGREEMENTSubadvisory Agreement • January 28th, 2011 • First Investors Equity Funds • New York
Agreement made as of this 19th day of January, 2011, by and among FIRST INVESTORS MANAGEMENT COMPANY, INC., a New York corporation (the "Adviser"), PARADIGM CAPITAL MANAGEMENT, INC. (the "Subadviser"), FIRST INVESTORS EQUITY FUNDS and FIRST INVESTORS LIFE SERIES FUNDS ( each a "Fund"), each a Delaware statutory trust and a diversified open-end management investment company registered under the Investment Company Act of 1940, as amended (the "1940 Act"), on behalf of First Investors Special Situations Fund and First Investors Life Series Discovery Fund, respectively.
FIRST INVESTORS EQUITY FUNDS SUBADVISORY AGREEMENTSubadvisory Agreement • November 16th, 2007 • First Investors Equity Funds • New York
Agreement made as of the 7th day of May, 2007, by and among FIRST INVESTORS MANAGEMENT COMPANY, INC., a New York corporation (the "Adviser"), SMITH ASSET MANAGEMENT GROUP, L.P., a Delaware limited partnership (the "Subadviser"), and FIRST INVESTORS EQUITY FUNDS (the “Trust”), a Delaware statutory trust.
FIRST INVESTORS EQUITY FUNDS SUBADVISORY AGREEMENT Agreement made as of this 8th day of March, 2005, by and among FIRST INVESTORS MANAGEMENT COMPANY, INC., a New York corporation (the "Adviser"), PARADIGM CAPITAL MANAGEMENT, INC. (the "Subadviser"),...Subadvisory Agreement • November 29th, 2007 • First Investors Equity Funds • New York
FIRST INVESTORS EQUITY FUNDS FIRST INVESTORS LIFE SERIES FUNDS SUBADVISORY AGREEMENT Agreement made as of the 8th day of June, 2006, by and among FIRST INVESTORS MANAGEMENT COMPANY, INC., a New York corporation (the "Adviser"), VONTOBEL ASSET...Subadvisory Agreement • November 29th, 2006 • First Investors Equity Funds • New York
FIRST INVESTORS EQUITY FUNDS FIRST INVESTORS LIFE SERIES FUNDS SUBADVISORY AGREEMENTSubadvisory Agreement • March 28th, 2018 • First Investors Equity Funds • New York
Agreement made as of the 1st day of April, 2016, as amended as of March 16, 2018, 2018, by and among FORESTERS INVESTMENT MANAGEMENT COMPANY, INC., a New York corporation (the “Adviser”), ZIEGLER CAPITAL MANAGEMENT, LLC, a Wisconsin limited liability company (the “Subadviser”), and FIRST INVESTORS EQUITY FUNDS (the “Equity Trust”) and FIRST INVESTORS LIFE SERIES FUNDS (with the Equity Trust, each a “Trust” and collectively, the “Trusts”), each a Delaware statutory trust.
FIRST INVESTORS EQUITY FUNDS FIRST INVESTORS LIFE SERIES FUNDS SUBADVISORY AGREEMENTSubadvisory Agreement • January 28th, 2011 • First Investors Equity Funds • New York
FIRST INVESTORS INCOME FUNDS FIRST INVESTORS LIFE SERIES FUNDS FIRST INVESTORS EQUITY FUNDS SUBADVISORY AGREEMENTSubadvisory Agreement • January 29th, 2018 • First Investors Equity Funds • New York
Agreement made as of the 19th day of January 2011, as amended May 17, 2012, as further amended as of May 16, 2013, as further amended as of January 31, 2018, by and among FORESTERS MANAGEMENT COMPANY, INC. (formerly, First Investors Management Company, Inc.), a New York corporation (the "Adviser"), MUZINICH & CO., INC., a Delaware corporation (the "Subadviser"), and FIRST INVESTORS INCOME FUNDS (the “Income Trust”), FIRST INVESTORS LIFE SERIES FUNDS (the “Life Series Trust”) and FIRST INVESTORS EQUITY FUNDS (the “Equity Trust” and together with the Income Trust and Life Series Trust, each a “Trust” and collectively, the “Trusts”), each a Delaware statutory trust.
SUBADVISORY AGREEMENTSubadvisory Agreement • January 28th, 2013 • First Investors Equity Funds • New York
FIRST INVESTORS SERIES FUND II, INC. ORGANIZATION EXPENSE REIMBURSEMENT AGREEMENT This Agreement is made this 10th day of August, 1992, between First Investors Series Fund II, Inc. ("Fund") and First Investors Management Company, Inc. ("FIMCO")....Organization Expense Reimbursement Agreement • February 25th, 1997 • First Investors Series Fund Ii Inc
FOREIGN CUSTODY MANAGER AGREEMENTForeign Custody Manager Agreement • April 2nd, 2015 • First Investors Equity Funds • New York
AGREEMENT made as of March 15, 2015 by and between each series of a registered investment company listed on Annex I attached hereto (the “Fund”) and The Bank of New York Mellon (“BNY”).
FIRST INVESTORS EQUITY FUNDS SUBADVISORY AGREEMENTSubadvisory Agreement • January 28th, 2013 • First Investors Equity Funds • New York
FIRST INVESTORS EQUITY FUNDS FIRST INVESTORS LIFE SERIES FUNDS SUBADVISORY AGREEMENT Agreement made as of the 27th day of January 2006, by and among FIRST INVESTORS MANAGEMENT COMPANY, INC., a New York corporation (the "Adviser"), WELLINGTON...Subadvisory Agreement • November 29th, 2007 • First Investors Equity Funds • New York
AMENDMENT NO. 3 TOInvestment Management Agreement • June 19th, 2019 • Delaware Group Equity Funds Iv
THIS EXHIBIT to the Investment Management Agreement dated January 4, 2010 (the “Agreement”) between DELAWARE GROUP EQUITY FUNDS IV and DELAWARE MANAGEMENT COMPANY, a series of Delaware Management Business Trust (the “Investment Manager”), amended as of the XXth day of June, 2019, lists the Funds for which the Investment Manager provides investment management services pursuant to this Agreement, along with the management fee rate schedule for each Fund and the date on which the Agreement became effective for each Fund.
FIRST INVESTORS EQUITY FUNDS SUBADVISORY AGREEMENTSubadvisory Agreement • January 28th, 2011 • First Investors Equity Funds • New York
EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • April 2nd, 2015 • First Investors Equity Funds • Delaware
SUBADVISORY AGREEMENTSubadvisory Agreement • November 28th, 2016 • First Investors Equity Funds • New York
Agreement made as of the 18th day of November 2016, by and among FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. (formerly First Investors Management Company, Inc.), a New York corporation (the “Adviser”), LAZARD ASSET MANAGEMENT LLC, a Delaware limited liability company (the “Subadviser”), and FIRST INVESTORS EQUITY FUNDS, a Delaware business trust (the “Trust”).
FIRST INVESTORS EQUITY FUNDS FIRST INVESTORS LIFE SERIES FUNDSSubadvisory Agreement • November 29th, 2012 • First Investors Equity Funds • New York
Agreement made as of the 19th day of January 2011, as amended May 17, 2012, by and among FIRST INVESTORS MANAGEMENT COMPANY, INC., a New York corporation (the "Adviser"), VONTOBEL ASSET MANAGEMENT, INC., a New York corporation (the "Subadviser"), FIRST INVESTORS EQUITY FUNDS and FIRST INVESTORS LIFE SERIES FUNDS (collectively, the "Trusts"), each a Delaware statutory trust.
FIRST INVESTORS EQUITY FUNDS SUBADVISORY AGREEMENTSubadvisory Agreement • November 29th, 2012 • First Investors Equity Funds • New York
Agreement made as of the 19th day of January 2011, as amended as of May 17, 2012, by and among FIRST INVESTORS MANAGEMENT COMPANY, INC., a New York corporation (the "Adviser"), WELLINGTON MANAGEMENT COMPANY, LLP, a Massachusetts limited liability partnership (the "Subadviser") and FIRST INVESTORS EQUITY FUNDS (the "Trust"), a Delaware business trust.
ADMINISTRATION AGREEMENT This Agreement, dated as of the 10th day of August, 1992 made by and among FIRST INVESTORS SERIES FUND II, INC., a corporation duly organized and existing under the laws of the State of Maryland (the "Fund"), on behalf of its...Administration Agreement • January 12th, 1996 • First Investors Series Fund Ii Inc • New York
FIRST INVESTORS LIFE SERIES FUNDSSubadvisory Agreement • November 29th, 2012 • First Investors Equity Funds • New York
Agreement made as of this 19th day of January 2011, as amended May 17, 2012, by and among FIRST INVESTORS MANAGEMENT COMPANY, INC., a New York corporation (the "Adviser"), PARADIGM CAPITAL MANAGEMENT, INC. (the "Subadviser"), FIRST INVESTORS EQUITY FUNDS and FIRST INVESTORS LIFE SERIES FUNDS ( each a "Fund"), each a Delaware statutory trust and a diversified open-end management investment company registered under the Investment Company Act of 1940, as amended (the "1940 Act"), on behalf of First Investors Special Situations Fund and First Investors Life Series Discovery Fund, respectively.
AMENDMENT NO. 1 TO FIRST INVESTORS EQUITY FUNDS SUBADVISORY AGREEMENTSubadvisory Agreement • November 16th, 2007 • First Investors Equity Funds
AMENDMENT NO. 1, dated as of the 26th day of July, 2007 to the Subadvisory Agreement (“Amendment No. 1”), by and among FIRST INVESTORS MANAGEMENT COMPANY, INC., a New York corporation (the “Adviser”), SMITH ASSET MANAGEMENT GROUP, L.P., a Delaware limited partnership (the “Subadviser”), and FIRST INVESTORS EQUITY FUNDS (the “Trust”), a Delaware business trust.
