RECITALSInvestment Advisory Agreement • March 25th, 2002 • Berger Investment Portfolio Trust • Colorado
LETTERHEAD] March 18, 1996 Berger Associates, Inc. 210 University Boulevard, #900 Denver, CO 80206 Attention: Kevin Fay Berger Investment Portfolio Trust 210 University Boulevard, #900 Denver, CO 80206 Attention: Kevin Fay Re: Amendment No. 5 to...Services Agreement • October 30th, 1996 • Berger Investment Portfolio Trust
This will confirm our agreement to amend the Services Agreement ("Agreement") between Berger Associates, Inc. ("Berger") and Charles Schwab & Co., Inc. ("Schwab"), dated June 17, 1992, and amended February 1, 1993, January 13, 1994, and May 27, 1994. Except as expressly set forth herein, capitalized terms used herein shall have the meaning ascribed to them in the Agreement.
RECITALSDistribution Agreement • September 27th, 2001 • Berger Investment Portfolio Trust • Colorado
AMENDMENT TO CUSTODY AGREEMENT This Amendment to the Custody Agreement is made as of _____________ by and between BERGER INVESTMENT PORTFOLIO TRUST (the "Fund") and STATE STREET BANK AND TRUST COMPANY (the "Custodian"). Capitalized terms used in this...Custody Agreement • January 26th, 2001 • Berger Investment Portfolio Trust
RECITALSAdministrative Services Agreement • March 25th, 2002 • Berger Investment Portfolio Trust • Colorado
March 28, 2002Investment Advisory Agreement • March 25th, 2002 • Berger Investment Portfolio Trust
This letter agreement ("Agreement") addresses the series of the Trust known as the Berger Small Cap Value Fund II (the "Fund"). Section 6 of our Investment Advisory Agreement, dated March 28, 2002, provides for compensation to Berger Financial Group LLC ("Berger") with respect to the Fund. The Fund has established three classes of shares known as Investor Shares, Institutional Shares, and Service Shares. Pursuant to this Agreement, Berger hereby agrees to reimburse Investor Shares Class and Institutional Shares class expenses as follows:
THIS AGREEMENT made as of the day of this ___________ , 19__ , by and between BERGER INVESTMENT PORTFOLIO TRUST, a Delaware business trust, referred to as the "Fund," consisting of separate portfolios represented by separate series of shares of...Agency Agreement • April 30th, 1998 • Berger Investment Portfolio Trust • Missouri
RECITALSInvestment Advisory Agreement • September 27th, 2001 • Berger Investment Portfolio Trust • Colorado
RECITALSShareholder Services Agreement • March 25th, 2002 • Berger Investment Portfolio Trust • Colorado
May 17, 2002 Berger Investment Portfolio Trust 210 University Blvd., Suite 800 Denver, Colorado 80206 Ladies and Gentlemen: This letter agreement ("Agreement") addresses the series of the Trust known as the Berger Mid Cap Value Fund (the "Fund")....Reimbursement Agreement • May 16th, 2002 • Berger Investment Portfolio Trust
This letter agreement ("Agreement") addresses the series of the Trust known as the Berger Mid Cap Value Fund (the "Fund"). Section 5 of our Advisory Agreement, dated July 7, 1998, provides for compensation to Berger Financial Group LLC ("Berger") with respect to the Fund. The Fund has established two classes of shares known as Investor Shares and Institutional Shares. Pursuant to this Agreement, Berger hereby agrees to reimburse the Institutional Shares class expenses as follows:
INVESTMENT ADVISORY AGREEMENT BERGER NEW GENERATION FUND (A SERIES OF BERGER INVESTMENT PORTFOLIO TRUST) THIS INVESTMENT ADVISORY AGREEMENT (the "Agreement") is made this _____ day of _____________, 1996, between BERGER ASSOCIATES, INC., a Delaware...Investment Advisory Agreement • February 23rd, 1996 • Berger Investment Portfolio Trust
EXHIBIT 5.1 INVESTMENT ADVISORY AGREEMENT BERGER SMALL COMPANY GROWTH FUND (A SERIES OF BERGER INVESTMENT PORTFOLIO TRUST) THIS INVESTMENT ADVISORY AGREEMENT (the "Agreement") is made this _____ day of October, 1994, between BERGER ASSOCIATES, INC., a...Investment Advisory Agreement • April 30th, 1998 • Berger Investment Portfolio Trust
AMENDMENT NO. 1 TO THE SUB-ADVISORY AGREEMENT BETWEEN BAY ISLE FINANCIAL CORPORATION AND BERGER LLCSub-Advisory Agreement • September 27th, 2001 • Berger Investment Portfolio Trust • Colorado
RECITALSAdministrative Services Agreement • September 27th, 2001 • Berger Investment Portfolio Trust • Colorado
RECITALSDistribution Agreement • August 28th, 1997 • Berger Investment Portfolio Trust • Colorado
RECITALSInvestment Advisory Agreement • August 28th, 1997 • Berger Investment Portfolio Trust • Colorado
RECITALSInvestment Advisory Agreement • April 16th, 1999 • Berger Investment Portfolio Trust • Colorado
RECITALSSub-Advisory Agreement • May 16th, 2002 • Berger Investment Portfolio Trust • Colorado
INTERIM INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • January 28th, 2003 • Berger Investment Portfolio Trust • Colorado
SECURITIES LENDING AUTHORIZATION AGREEMENTSecurities Lending Authorization Agreement • January 26th, 2001 • Berger Investment Portfolio Trust • Massachusetts
ARTICLE IAgreement and Plan of Reorganization • November 29th, 2002 • Berger Investment Portfolio Trust • Delaware
WITNESSETH:Recordkeeping and Pricing Agent Agreement • April 30th, 1998 • Berger Investment Portfolio Trust • Missouri
RECITALSSub-Advisory Agreement • March 25th, 2002 • Berger Investment Portfolio Trust • Colorado
FIRST AMENDMENT TO RETIREMENT PLAN CUSTODIAL SERVICES AGREEMENTRetirement Plan Custodial Services Agreement • September 27th, 2001 • Berger Investment Portfolio Trust
RECITALSDistribution Agreement • June 16th, 1998 • Berger Investment Portfolio Trust • Colorado
EXHIBIT 13 SUBSCRIPTION AGREEMENT FOR SHARES OF BERGER INVESTMENT PORTFOLIO TRUST The undersigned hereby subscribes for the purchase of 40,000 shares of beneficial interest of Berger Investment Portfolio Trust, Berger Small Company Growth Fund series,...Subscription Agreement • April 30th, 1998 • Berger Investment Portfolio Trust
INTERIM INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • May 28th, 2003 • Berger Investment Portfolio Trust • Colorado
EXHIBIT 99B.23(h)-16 SHAREOWNER SERVICING AGREEMENT This AGREEMENT (the "Agreement") made as of the 1st day of June, 2000, by and between BERGER LLC, a Nevada limited liability company, having its principal office and place of business at 210...Shareowner Servicing Agreement • March 25th, 2002 • Berger Investment Portfolio Trust • Delaware
EXHIBIT 5.7 SUB-ADVISORY AGREEMENT BERGER MID CAP VALUE FUND (A SERIES OF BERGER INVESTMENT PORTFOLIO TRUST) This SUB-ADVISORY AGREEMENT (the "Agreement") is entered into effective as of the _______ day of ___________, 1998, by and between BERGER...Sub-Advisory Agreement • June 16th, 1998 • Berger Investment Portfolio Trust • Colorado
