Praxis Mutual Funds Sample Contracts

AutoNDA by SimpleDocs
CUSTODY AGREEMENT
Custody Agreement • April 30th, 2019 • Praxis Mutual Funds • Minnesota

THIS AGREEMENT is made and entered into as of the last date written in the signature block, by and between Praxis Mutual Funds, a Delaware statutory trust (the “Trust”), and U.S. Bank National Association, a national banking association organized and existing under the laws of the United States of America (the “Custodian”).

DISTRIBUTION AGREEMENT
Distribution Agreement • March 1st, 2017 • Praxis Mutual Funds • Delaware

THIS AGREEMENT is made and entered into as of this 12th day of November, 2016 by and between Praxis Mutual Funds, a Delaware statutory trust (the “Client”) and BHIL Distributors, LLC, a Delaware limited liability company (the “Distributor”).

BHIL DISTRIBUTORS, LLC DEALER AGREEMENT
Dealer Agreement • April 28th, 2017 • Praxis Mutual Funds • Delaware

As the distributor of the shares (“Shares”) of each investment company portfolio (“Fund”), of the investment company or companies referenced above and set forth on Appendix A (collectively, “Company”) which may be amended by us from time to time, BHIL Distributors, LLC (“Distributor”) hereby invites you to participate in the selling group on the following terms and conditions. In this letter, the terms “we,” “us,” and similar words refer to the Distributor, and the terms “you,” “your,” and similar words and “Dealer” refer to the dealer executing this agreement, including its associated persons.

AGREEMENT AND DECLARATION OF TRUST
Trust Agreement • August 29th, 2016 • Praxis Mutual Funds

AGREEMENT AND DECLARATION OF TRUST of Praxis Mutual Funds, a Delaware statutory trust, made as of April 28, 2016, by the undersigned Trustees.

SUB-INVESTMENT ADVISORY AGREEMENT
Sub-Investment Advisory Agreement • January 3rd, 2011 • Mma Praxis Mutual Funds • Delaware

AGREEMENT made this [31st day of December, 2010,] between Everence Capital Management Inc. (the “Adviser”), and Aperio Group, LLC (the “Sub-Adviser”)

EXPENSE LIMITATION AGREEMENT FOR PRAXIS MUTUAL FUNDS
Expense Limitation Agreement • April 30th, 2014 • Praxis Mutual Funds

THIS AGREEMENT, dated as of April 30, 2014, is made and entered into by and between the Praxis Mutual Funds, a Delaware statutory trust (the “Trust”), on behalf of each series set forth in Schedule A attached hereto (the “Funds”), and Everence Capital Management, Inc. (the “Adviser”).

EXPENSE LIMITATION AGREEMENT FOR PRAXIS MUTUAL FUNDS
Expense Limitation Agreement • April 29th, 2020 • Praxis Mutual Funds

THIS AGREEMENT, dated as of April 30, 2020, is made and entered into by and between the Praxis Mutual Funds, a Delaware statutory trust (the “Trust”), on behalf of each series set forth in Schedule A attached hereto (the “Funds”), and Everence Capital Management, Inc. (the “Adviser”).

UNDERWRITING AGREEMENT
Underwriting Agreement • April 24th, 2015 • Praxis Mutual Funds • Ohio

This Agreement made as of May 1, 2009 by and between MMA Praxis Funds (the “Trust”), a Delaware statutory trust and an open-end registered investment company, and BHIL Distributors, Inc., an Ohio corporation (“Underwriter”).

AutoNDA by SimpleDocs
INVESTMENT SUB-ADVISORY AGREEMENT
Investment Sub-Advisory Agreement • April 30th, 2021 • Praxis Mutual Funds • Delaware

AGREEMENT made this 1st day of May, 2021, between Everence Capital Management Inc. (the “Adviser”), and Aperio Group, LLC (the “Sub-Adviser”)

AMENDMENT NO. 1 TO THE INVESTMENT SUB-ADVISORY AGREEMENT EFFECTIVE JANUARY 1, 2020
Investment Sub-Advisory Agreement • February 28th, 2020 • Praxis Mutual Funds

WHEREAS, Everence Capital Management, Inc. (the “Adviser”) and Aperio Group, LLC (the “Sub-Adviser”) entered into an Investment Sub- Advisory Agreement dated January 29, 2019 (as amended through the date hereof, the “Agreement”), regarding advisory services for the Praxis International Index Fund (the “Fund”);

MASTER SERVICES AGREEMENT
Master Services Agreement • April 27th, 2016 • Praxis Mutual Funds • Ohio

This Agreement, dated March 1, 2016 is between Beacon Hill Fund Services, Inc. (the “Client”), on behalf of the Praxis Mutual Funds (the “Trust”), a Delaware statutory trust, and Ultimus Fund Solutions, LLC (“Ultimus”), a limited liability company organized under the laws of the State of Ohio.

DOMESTIC CUSTODY AGREEMENT BETWEEN [THE CUSTOMER] AND JPMORGAN CHASE BANK, N.A. Form Domestic Custody Agreement (Mutual Fund) February 28, 2007
Domestic Custody Agreement • May 1st, 2009 • Mma Praxis Mutual Funds • New York

This Agreement, dated ____________________, 200__, is between JPMORGAN CHASE BANK, NATIONAL ASSOCIATION (“Bank”), with a place of business at [________________________]; and [________________________] (“Customer”), a company registered under the Investment Company Act of 1940, as amended, with a place of business at [________________________________________].

AMENDED AND RESTATED TRANSFER AGENT SERVICING AGREEMENT
Transfer Agent Servicing Agreement • February 28th, 2020 • Praxis Mutual Funds • Wisconsin

Shareholder account access through the Internet. Shareholders can securely access account Information, conduct financial transactions, and perform account maintenance activities. Electronic document delivery is also available as an adjunct service. Digital Investor includes user interface which caters to a full range of connected devices, including tablets and smart phones. The standard implementation comes with advanced authentication, eCommerce inspired workflows, and a base package of transaction and maintenance functionality.

FINANCIAL CONTROLS SERVICES AGREEMENT
Financial Controls Services Agreement • April 24th, 2015 • Praxis Mutual Funds • Ohio

AGREEMENT effective as of the 1 day of January, 2009, between MMA Praxis (the “Trust”), a Delaware business trust having its principal place of business at 303 Broadway, Suite 900, Cincinnati, OH 45202, and Beacon Hill Fund Services, Inc. (“Beacon Hill”), an Ohio corporation having its principal place of business at 4041 N. High Street, Suite 402, Columbus, Ohio 43214.

EXPENSE LIMITATION AGREEMENT FOR MMA PRAXIS MUTUAL FUNDS
Expense Limitation Agreement • January 3rd, 2011 • Mma Praxis Mutual Funds

THIS AGREEMENT, dated as of January 1, 2011, is made and entered into by and between the MMA Praxis Mutual Funds, a Delaware statutory trust (the “Trust”), on behalf of each series set forth in Schedule A attached hereto (the “Funds”), and Everence Capital Management (the “Adviser”).

FIRST AMENDMENT TO SERVICES AGREEMENT FOR TRUST & REGULATORY GOVERNANCE
Services Agreement for Trust & Regulatory Governance • February 28th, 2020 • Praxis Mutual Funds • Ohio

This first amendment ("Amendment") to the Services Agreement for Trust & Regulatory Governance (the "Agreement") dated as of March 1, 2016 by and between Praxis Mutual Funds (the "Trust") on behalf of the series of the Trust listed on Schedule A and Foreside Management Services, LLC, as assignee from Beacon Hill Fund Services, Inc. by consent ("Foreside" in lieu of “Beacon Hill") is entered into as of November 1, 2019 (the "Effective Date").

PRAXIS MUTUAL FUNDS AMENDMENT TO THE TRANSFER AGENT SERVICING AGREEMENT
Transfer Agent Servicing Agreement • April 27th, 2016 • Praxis Mutual Funds

THIS AMENDMENT effective as of January 1, 2016 to the Transfer Agent Servicing Agreement dated as of November 1, 2012, (the “Agreement”), is entered into by and between PRAXIS MUTUAL FUNDS, a Delaware business trust (the “Trust”) and U.S. BANCORP FUND SERVICES, LLC, a Wisconsin limited liability company (“USBFS”).

SERVICES AGREEMENT FOR TRUST AND REGULATORY GOVERNANCE
Services Agreement • April 27th, 2016 • Praxis Mutual Funds • Ohio

AGREEMENT effective as of the 1st day of March, 2016, between Praxis Mutual Funds (the “Trust”), a Delaware statutory trust having its principal place of business at 1110 North Main Street, Goshen, IN 46528, on behalf of the series of the Trust listed on Schedule A, and Beacon Hill Fund Services, Inc. (“Beacon Hill”), an Ohio corporation having its principal place of business at 325 John H. McConnell Boulevard, Suite 150, Columbus, Ohio 43215.

THIRD AMENDMENT TO MASTER SERVICES AGREEMENT
Master Services Agreement • April 29th, 2020 • Praxis Mutual Funds • Ohio

This Third Amendment (this “Amendment”) to the Master Services Agreement dated as of March 1, 2016, as amended (the “Agreement”), by and between Foreside Management Services, LLC, a Delaware limited liability company (the “Client”), on behalf of Praxis Mutual Funds, a Delaware statutory trust (the “Trust”), and Ultimus Fund Solutions, LLC, an Ohio limited liability company (“Ultimus”), is effective as of January 1, 2020 (the “Effective Date”).

EXPENSE LIMITATION AGREEMENT FOR PRAXIS MUTUAL FUNDS
Expense Limitation Agreement • April 27th, 2016 • Praxis Mutual Funds

THIS AGREEMENT, dated as of April 30, 2016, is made and entered into by and between the Praxis Mutual Funds, a Delaware statutory trust (the “Trust”), on behalf of each series set forth in Schedule A attached hereto (the “Funds”), and Everence Capital Management, Inc. (the “Adviser”).

Draft better contracts in just 5 minutes Get the weekly Law Insider newsletter packed with expert videos, webinars, ebooks, and more!