EXHIBIT (H)(5)
AMENDMENT TO
TRANSFER AGENCY AND SERVICES AGREEMENT
This Amendment dated February 11, 2002 (the "Amendment") is made to the
Transfer Agency and Services Agreement dated November 15, 1996 (the "Agreement")
by and between Kobren Insight Funds (the "Fund") and PFPC Inc. ("PFPC").
WITNESSETH
WHEREAS, the Fund and PFPC reserved to themselves the power to amend the
Agreement in a writing executed by both parties;
WHEREAS, the Fund and PFPC wish to amend the Agreement to reflect changes
thereto;
NOW, THEREFORE, the parties hereto, intending to be legally bound, hereby
agree as follows:
1. Article 13.1 of the Agreement is hereby deleted in its entirety and
replaced with the following:
"13. TERMINATION OF AGREEMENT.
13.1 This Agreement shall be effective until February 1, 2007 (the
"Initial Term"), except as otherwise provided herein."
2. Exhibit 1 to the Agreement is hereby deleted and replaced with the
attached Exhibit 1.
3. Schedule B to the Agreement is hereby deleted and replaced with the
attached Schedule B.
IN WITNESS WHEREOF, the parties hereto have caused this Amendment to be
executed by their duly authorized officers, as of the day and year first above
written.
KOBREN INSIGHT FUNDS PFPC INC.
By: /s/ Xxxx Xxxxx By: /s/ Xxxxx X. Xxxxxx
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Date: 12/31/02 Date: 11/29/02
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Title: Managing Director Title: Sr. Vice President/Mng. Dir.
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EXHIBIT 1
LIST OF PORTFOLIOS
Kobren Growth Fund
Kobren Moderate Growth Fund
Delphi Value Fund