Standard Contracts
Exhibit 99.7 CUSTODY AGREEMENT This AGREEMENT, dated as of 1st day of May, 1998, by and between by and between The Timothy Plan (the "Trust"), an open-end diversified investment business trust organized under the laws of Delaware, and having its...Custody Agreement • April 30th, 2002 • Timothy Plan • Ohio
WITNESSETH:Investment Advisory Agreement • July 22nd, 1997 • Timothy Plan
Exhibit 99B9.(c)(i) Participation Agreement THIS AGREEMENT is made as of May 1, 1998, by and among Annuity Investors Life Insurance Company ("Company"), on its own behalf and on behalf of each separate account of the Company set forth on Exhibit A-1...Participation Agreement • April 16th, 1998 • Timothy Plan • Ohio
WITNESSETH THAT:Shareholder Services Agreement • February 17th, 1998 • Timothy Plan
AMENDMENT TO ACCOUNTING SERVICES AGREEMENTAccounting Services Agreement • February 17th, 1998 • Timothy Plan
Exhibit 99B(6)(a)(i) UNDERWRITING AGREEMENT ----------------------Underwriting Agreement • July 22nd, 1997 • Timothy Plan • Florida
EXHIBIT 99B5(II) SUB-INVESTMENT ADVISORY AGREEMENT BETWEEN TIMOTHY PARTNERS, LTD. AND AWAD & ASSOCIATESSub-Investment Advisory Agreement • February 27th, 1997 • Timothy Plan • Delaware
Sub-Advisory Agreement This Agreement is made and entered into as of the 14th day of December, 2001, by and between Timothy Partners, Ltd., a Florida limited partnership (the "Adviser") serving as investment adviser to the Timothy Plan, a Delaware...Sub-Advisory Agreement • April 30th, 2002 • Timothy Plan
ETF DISTRIBUTION AGREEMENTDistribution Agreement • January 24th, 2023 • Timothy Plan • Delaware
This distribution agreement (the “Agreement”) is effective this 10th day of January 2023, and made by Timothy Plan, a Delaware business trust (the “Trust”) having its principal place of business at 1055 Maitland Center Commons, Maitland, FL 32751, and Foreside Fund Services, LLC, a Delaware limited liability company (the “Distributor”) having its principal place of business at Three Canal Plaza, Suite 100, Portland, ME 04101.
Exhibit 99.H MUTUAL FUND SERVICES AGREEMENT THIS AGREEMENT is made as of this 1/st/ day of May, 2003, by and between THE TIMOTHY PLAN (the "Trust"), an unincorporated business trust having its principal place of business at 1304 West Fairbanks Avenue,...Mutual Fund Services Agreement • May 1st, 2003 • Timothy Plan • Pennsylvania
IN WITNESS WHEREOF, the Parties hereto have caused this Amendment consisting of two type written pages, together with Schedule "A", to be signed by their duly authorized officers and their corporate seals hereunto duly affixed as of the day and year...Sub-Investment Advisory Agreement • February 17th, 1998 • Timothy Plan
EX-24(D)(b)(ii) Form of Sub-Advisory Agreement with Fox Investment Management, Inc. This Agreement is made and entered into as of the _____of ___________, 1999, by and between The Timothy Plan, a Delaware business trust (the "Trust"), Timothy...Sub-Advisory Agreement • March 18th, 1999 • Timothy Plan
EXHIBIT 99.B9(B)(I) AMENDMENT TO ADMINISTRATION AGREEMENT This Agreement, dated as of the ____ day of May, 1998, made by and between The Timothy Plan, a Delaware Business Trust (the "Trust") operating as a registered investment company under the...Administration Agreement • February 17th, 1998 • Timothy Plan
AMENDMENT ADVISERY AGREEMENT DATED 19 JANUARY 1994 AS AMENDED Timothy Plan and Timothy Partners, Ltd.Advisory Agreement • March 5th, 2004 • Timothy Plan
EX-23(D)(b)(v) Form of Sub-Advisory Agreement with Rittenhouse Financial Services, Inc. This Agreement is made and entered into as of the 1st day of October, 2000, by and between The Timothy Plan, a Delaware business trust (the "Trust"), Timothy...Sub-Advisory Agreement • August 17th, 2000 • Timothy Plan
EX SERVICES AGREEMENT Timothy Partners, Ltd. and Timothy Plan and Citi Fund Services Ohio, Inc. and Citibank, N.A. Version – February 2017Services Agreement • April 30th, 2019 • Timothy Plan • New York
THIS SERVICES AGREEMENT is made on November 30, 2018, by and between, Timothy Partners, Ltd. (the “Advisor”), Timothy Plan (the “Trust” and together with the Advisor, the “Client”), Citibank, N.A. (“Citibank”), and Citi Fund Services Ohio, Inc. (“CFSO”, together with Citibank, the “Service Provider” or “Citi” and, with the Client, the “Parties
WITNESSETH:Investment Advisory Agreement • February 17th, 1998 • Timothy Plan
Sub-Advisory Agreement The Timothy Plan Large/Mid Cap Growth FundSub-Advisory Agreement • April 15th, 2020 • Timothy Plan • Florida
THIS AGREEMENT is made and entered into as of the day of May, 2014, by and between The Timothy Plan, a Delaware business trust (the “Trust”), Timothy Partners, Ltd., a Florida Limited Partnership (the “Adviser”), and Chartwell Investment Partners, Inc., a corporation (the “Investment Manager”).
THE TIMOTHY PLAN INVESTMENT ADVISORY AGREEMENT JANUARY 19, 1994 CONSOLIDATED AND RESTATED AS OF FEBRUARY 26, 2021Investment Advisory Agreement • January 24th, 2023 • Timothy Plan
THIS AGREEMENT, originally made by and between THE TIMOTHY PLAN, a Delaware business trust, (hereinafter called the "Trust") and TIMOTHY PARTNERS, LTD., a Florida limited partnership, (hereinafter called "Investment Adviser") as of January 19, 1994, and as amended from time to time from that date to the present, is hereby consolidated and restated as of February 26, 2021.
Sub-Advisory AgreementSub-Advisory Agreement • January 28th, 2022 • Timothy Plan • Florida
THIS AGREEMENT is made and entered into as of the 11th day of February 2021, by and between The Timothy Plan, a Delaware business trust (the ‘‘Trust”), Timothy Partners, Ltd., a Florida Limited Partnership (the “Adviser”), and Barrow, Hanley, Mewhinney & Strauss, LLC, (the “Sub-Adviser”).
CONSULTING AGREEMENTConsulting Agreement • April 30th, 2024 • Timothy Plan • New York
Notwithstanding the indemnification provisions of the Agreement, to the extent that the AMLO incurs any liability in connection with the performance of the services set forth in this Schedule II (or any omission with respect thereto), he or she will be covered under the Directors and Officers Errors and Omissions insurance policy of the Client, in accordance with the terms therein and all deductibles applicable to such policy shall be covered by the Client.
Sub-Advisory Agreement The Timothy Plan Defensive Strategies FundSub-Advisory Agreement • January 28th, 2021 • Timothy Plan • Florida
THIS AGREEMENT is made and entered into as of the 21st day of January, 2021, by and between The Timothy Plan, a Delaware business trust (the “Trust”), Timothy Partners, Ltd., a Florida Limited Partnership (the “Adviser”), and Chilton Capital Management, LLC, a limited liability company (the “Investment Manager”).
AMENDMENT ADVISORY AGREEMENT DATED 19 JANUARY 1994 AS AMENDED Timothy Plan and Timothy Partners, Ltd.Advisory Agreement • January 28th, 2020 • Timothy Plan
This Amendment, dated December 01, 2018, by and between the Timothy Plan (the “Trust”), a Delaware business trust operating as a registered investment company under the Investment Company Act of 1940, as amended, duly organized and existing under the laws of the State of Delaware and Timothy Partners, Ltd. (the “Investment Adviser”) a Florida limited partnership and a member in good standing of FINRA, (collectively the “Parties”).
Amendment NO.3 to services agreementServices Agreement • January 24th, 2023 • Timothy Plan
This AMENDMENT No.3 (“Amendment”) is made as of October 27, 2022, by and among Timothy Plan (“Client”) and Citibank, N.A. (“Citibank”), and Citi Fund Services Ohio, Inc. (“CFSO”, together with Citibank, the “Service Provider” and, with the Client, the “Parties”), to that certain Services Agreement dated November 30, 2018, between the Client and Service Provider (“Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
Ex-99.23d THE TIMOTHY PLAN INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • May 1st, 2001 • Timothy Plan
PRINCIPAL UNDERWRITING AGREEMENT DATED JULY 1, 1997 AMENDED & RESTATED AS OF MAY 21, 2021Principal Underwriting Agreement • April 30th, 2024 • Timothy Plan • Florida
THIS AGREEMENT, originally made and entered into as of the 1st day of July, 1997 by and between The Timothy Plan, a Delaware Statutory Trust (the “Trust”), and Timothy Partners, Ltd., a Delaware a Florida limited partnership with its principal office and place of business at 1055 Maitland Center Commons Blvd, Maitland, FL 32751 (the “ Distributor”), is hereby Amended and Restated as of this 21st day of May, 2021.
FUND SERVICES AGREEMENT between THE TIMOTHY PLAN andFund Services Agreement • January 28th, 2015 • Timothy Plan • New York
THIS FUND SERVICES AGREEMENT (the “Agreement”) made effective as of the 18th day of April, 2011, by and between THE TIMOTHY PLAN, a Delaware business trust, having its principal office and place of business at 1055 Maitland Center Commons, Maitland, Florida 32751 (the “Trust”) and GEMINI FUND SERVICES, LLC, a Nebraska limited liability company having its principal office and place of business at 17605 Wright Street, Suite 2, Omaha, Nebraska 68130 (“GFS”). This Agreement replaces and supersedes all prior understandings and agreements between the parties hereto for the services described below.
FUND SERVICES AGREEMENT between THE TIMOTHY PLAN andFund Services Agreement • January 31st, 2012 • Timothy Plan • New York
THIS FUND SERVICES AGREEMENT (the “Agreement”) made as of the day of April, 2011, by and between THE TIMOTHY PLAN, a Delaware business trust, having its principal office and place of business at 1055 Maitland Center Commons, Maitland, Florida 32751 (the “Trust”) and GEMINI FUND SERVICES, LLC, a Nebraska limited liability company having its principal office and place of business at 4020 South 147th Street, Omaha, Nebraska 68137 (“GFS”). This Agreement replaces and supersedes all prior understandings and agreements between the parties hereto for the services described below.
Sub-Advisory Agreement The Timothy PlanSub-Advisory Agreement • January 28th, 2020 • Timothy Plan
THIS AGREEMENT is made and entered into as of the 1st day of May, 2019, by and between The Timothy Plan, a Delaware business trust (the “Trust”), Timothy Partners, Ltd., a Florida Limited Partnership and Investment Adviser to the Trust (the “Adviser”), and Barrow, Hanley, Mewhinney & Strauss, Inc. a Delaware limited liability company (the “Investment Manager”).
ADVISORY FEE WAIVER AGREEMENTAdvisory Fee Waiver Agreement • April 30th, 2024 • Timothy Plan • Florida
This ADVISORY FEE WAIVER AGREEMENT (the "Agreement") is dated as of November 17, 2023, by and between TIMOTHY PARTNERS, LTD., a Florida Limited Partnership (the "Advisor"), and TIMOTHY PLAN, a Delaware Business Trust (the "Trust").
PRECIOUS METALS STORAGE AGREEMENTPrecious Metals Storage Agreement • January 24th, 2023 • Timothy Plan • New York
THIS AGREEMENT effective as of May 22, 2015 (the “Agreement”) by and between Brink’s Global Services U.S.A., Inc. (referred to as “Brink’s”), and The Timothy Plan Family of Funds, with its principal place of business at 1055 Maitland Center Commons Maitland, FL 32751 (hereinafter referred to as “Customer”) sets forth the terms and conditions with respect to vaulting in the Brink’s facility locations as specified in Appendix A which is incorporated in this Agreement by reference (each location referred to as a “Brink’s Facility”).
AMENDMENT NO.1 TO SERVICES AGREEMENTServices Agreement • January 24th, 2023 • Timothy Plan
This AMENDMENT No.1 (“Amendment”) is made as of July 28, 2021, by and among Timothy Plan (“Client”) and Citibank, N.A. (“Citibank”), and Citi Fund Services Ohio, Inc. (“CFSO”, together with Citibank, the “Service Provider” and, with the Client, the “Parties”), to that certain Services Agreement dated November 30, 2018, between the Client and Service Provider (“Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
EXHIBIT 99.B5(A)(II) INVESTMENT ADVISORY AGREEMENT FOR THE TIMOTHY PLAN VARIABLE SERIES AGREEMENT, made by and between THE TIMOTHY PLAN, a Delaware business trust (the "Trust") on behalf of THE TIMOTHY PLAN VARIABLE SERIES (the "Fund") and TIMOTHY...Investment Advisory Agreement • February 17th, 1998 • Timothy Plan
THE TIMOTHY PLAN INVESTMENT ADVISORY AGREEMENT JANUARY 19, 1994 CONSOLIDATED AND RESTATED AS OF FEBRUARY 26, 2021 Amended as of July 27, 2021Investment Advisory Agreement • January 28th, 2022 • Timothy Plan
THIS AGREEMENT, originally made by and between THE TIMOTHY PLAN, a Delaware business trust, (hereinafter called the “Trust”) and TIMOTHY PARTNERS, LTD., a Florida limited partnership, (hereinafter called “Investment Adviser”) as of January 19, 1994, and as amended from time to time from that date to the present, is hereby consolidated and restated as of February 26, 2021.
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • April 30th, 2019 • Timothy Plan • New York
This Agreement (the “Agreement”) is made this 25 day of February, 2019, by and between Timothy Partners, Ltd., a Florida Limited Partnership (“Advisor”), and Victory Capital Management Inc., a New York corporation (“Sub-Advisor”). The Advisor and the Sub-Advisor are each referred to herein as a “Party” to this Agreement.
