HSBC Portfolios Sample Contracts

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AMENDMENT TO
Sub-Administration Agreement • February 28th, 2008 • HSBC Investor Portfolios
AMENDMENT TO ADMINISTRATION SERVICES AGREEMENT
Administration Services Agreement • February 28th, 2008 • HSBC Investor Portfolios
HSBC INVESTOR PORTFOLIOS GROWTH PORTFOLIO SUB-ADVISORY AGREEMENT
Sub-Advisory Agreement • February 27th, 2009 • HSBC Investor Portfolios • New York

AGREEMENT, effective commencing on December 26, 2008, between Winslow Capital Management, Inc. (the “Sub-adviser”) and HSBC Global Asset Management (USA) Inc. (the “Manager”).

AMENDMENT TO MASTER SERVICES AGREEMENT
Master Services Agreement • February 26th, 2016 • HSBC Portfolios

This Amendment, dated as of October 19, 2009 (the “Amendment”), amends the Master Services Agreement between Citi Fund Services Ohio, Inc., an Ohio corporation (“Citi”), HSBC Investor Portfolios, HSBC Investor Funds and HSBC Advisor Funds Trust (each, the “Trust”), dated April 1, 2003 and amended and restated on January 1, 2009 (as amended and in effect as of the date hereof, the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.

TRANSFER AGENCY SERVICES AGREEMENT
Transfer Agency Services Agreement • February 26th, 2016 • HSBC Portfolios • New York

This TRANSFER AGENCY SERVICES AGREEMENT (“Agreement”) is made as of the 31st day of March, 2015, between CITI FUND SERVICES OHIO, INC. (“Citi”), an Ohio corporation having its principal place of business at 3435 Stelzer Road, Columbus, Ohio 43219 and each entity that has executed this Agreement, as listed on the signature page hereto (each, the “Company”), each of which has its principal place of business at 3435 Stelzer Road, Columbus, Ohio 43219. This Agreement shall be considered a separate agreement between Citi and each Company, and references to “the Company”, etc., shall refer to each Company separately. No Company shall be liable for the obligations of, nor entitled to the benefits of, any other Company under this Agreement.

HSBC INVESTOR PORTFOLIOS OPPORTUNITY PORTFOLIO SUB-ADVISORY AGREEMENT
Opportunity Portfolio Sub-Advisory Agreement • February 27th, 2009 • HSBC Investor Portfolios • Massachusetts

AGREEMENT, effective commencing on June 30, 2008, between Westfield Capital Management Company L.P. (the “Sub-adviser”) and HSBC Global Asset Management (USA) Inc. (the “Manager”).

SECOND AMENDED AND RESTATED MASTER SERVICES AGREEMENT
Master Services Agreement • February 27th, 2009 • HSBC Investor Portfolios • New York

This SECOND AMENDED AND RESTATED MASTER SERVICES AGREEMENT (“Agreement”) is made as of this 1st day of January, 2009, between CITI FUND SERVICES OHIO, INC., formerly known as BISYS Fund Services Ohio, Inc. (“Citi”), an Ohio corporation having its principal place of business at 3435 Stelzer Road, Columbus, Ohio 43219 and each entity that has executed this Agreement, as listed on the signature page hereto (each, the “Company”), each of which has its principal place of business at 3435 Stelzer Road, Columbus, Ohio 43219. This Agreement shall be considered a separate agreement between Citi and each Company, and references to “the Company”, etc., shall refer to each Company separately. No Company shall be liable for the obligations of, nor entitled to the benefits of, any other Company under this Agreement.

AMENDED AND RESTATED COMPLIANCE SERVICES AGREEMENT
Compliance Services Agreement • February 27th, 2009 • HSBC Investor Portfolios • Ohio

AMENDED AND RESTATED AGREEMENT effective as of the 1st day of January, 2009, between HSBC Investor Funds Trust, HSBC Advisor Funds Trust, and HSBC Investor Portfolios, (each, a “Trust,” and collectively, the “Trust”), each of which is a Massachusetts business trust having its principal place of business at 3435 Stelzer Road, Columbus, Ohio 43219, and CITI FUND SERVICES OHIO, INC., formerly known as BISYS Fund Services Ohio, Inc. (“Citi”), an Ohio corporation having its principal place of business at 3435 Stelzer Road, Columbus, Ohio 43219.

AMENDED AND RESTATED SUB-ADMINISTRATION SERVICES AGREEMENT
Sub-Administration Services Agreement • February 27th, 2009 • HSBC Investor Portfolios • New York

AMENDED AND RESTATED AGREEMENT made as of this 1st day of January, 2009, between HSBC Global Asset Management (USA) Inc. (“HSBC”), a New York corporation having its principal place of business at 452 Fifth Avenue, 18th Floor, New York, New York 10018, and Citi Fund Services Ohio, Inc., formerly known as BISYS Fund Services Ohio, Inc. (“Citi”), an Ohio corporation having its principal place of business at 3435 Stelzer Road, Columbus, OH 43219.

HSBC INVESTOR PORTFOLIOS VALUE PORTFOLIO SUB-ADVISORY AGREEMENT
HSBC Investor Portfolios • March 1st, 2004 • New York
AMENDMENT TO SECOND AMENDED AND RESTATED MASTER SERVICES AGREEMENT
Master Services Agreement • February 26th, 2016 • HSBC Portfolios

AMENDMENT made as of March 31, 2015, between each entity that has executed this Amendment (the “Client”) and Citi Fund Services Ohio, Inc. (“Service Provider”), to that certain Second Amended and Restated Master Services Agreement, dated January 1, 2009, between the Client and Service Provider (as amended and in effect on the date hereof, the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.

FT4143 MASTER INVESTMENT MANAGEMENT CONTRACT
Republic Portfolios • February 26th, 1996
AMENDMENT TO TRANSFER AGENCY SERVICES AGREEMENT
Transfer Agency Services Agreement • February 26th, 2016 • HSBC Portfolios

AMENDMENT made as of the 3rd day of November 2015, between each entity that has executed this Amendment, as listed on the signature page hereto (each, the “Company”) and SunGard Investor Services LLC (the “Service Provider”), assignee of Citi Fund Services Ohio, Inc., to the Transfer Agency Services Agreement dated March 31, 2015, between each Company and Service Provider (as previously amended and in effect on the date hereof, the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.

AMENDMENT TO MASTER SERVICES AGREEMENT
Master Services Agreement • February 27th, 2009 • HSBC Investor Portfolios

This Amendment, dated as of January 1, 2009 (the “Amendment”), amends the SECOND AMENDED AND RESTATED MASTER SERVICES AGREEMENT between HSBC Investor Funds, a Massachusetts business trust (the “Trust”), and Citi Fund Services Ohio, Inc., an Ohio corporation (“Citi”), made as of the 1st day of January, 2009 (as amended and in effect as of the date hereof, the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.

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SCHEDULE B-1 PORTFOLIOS SUBJECT TO THIS AGREEMENT
HSBC Portfolios • February 28th, 2012
AMENDMENT TO MASTER SERVICES AGREEMENT
Master Services Agreement • February 26th, 2016 • HSBC Portfolios

This Amendment, dated as of December 31, 2013 (the “Amendment”), amends the Master Services Agreement between Citi Fund Services Ohio, Inc., an Ohio corporation (“Citi”), HSBC Investor Portfolios, HSBC Investor Funds and HSBC Advisor Funds Trust (each, the “Trust”), dated April 1, 2003 and amended and restated on January 1, 2009 (as amended and in effect as of the date hereof, the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.

AMENDED AND RESTATED OMNIBUS FEE AGREEMENT
Omnibus Fee Agreement • February 27th, 2009 • HSBC Investor Portfolios

AMENDED AND RESTATED AGREEMENT made as of the 1st day of January, 2009, by and between Citi Fund Services Ohio, Inc., formerly known as Citi Fund Services Ohio, Inc. (“Citi Ohio”), an Ohio corporation, Citi Fund Services (Cayman) Limited (“Citi Cayman”) and each entity that has executed this Agreement, as listed on the signature page hereto (each, a “Company”), each of which has a registered or principal office as set forth below its signature.

AMENDMENT TO SUB-ADMINISTRATION SERVICES AGREEMENT
Sub-Administration Services Agreement • February 26th, 2016 • HSBC Portfolios

This Amendment, dated as of December 31, 2013 (the “Amendment”), amends the Sub-Administration Services Agreement between Citi Fund Services Ohio, Inc., an Ohio corporation (“Citi”) and HSBC Global Asset Management (USA) Inc. (“HSBC”) a New York corporation, amended and restated on January 1, 2009 (as amended and in effect as of the date hereof, the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.

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