EXHIBIT (h)(9)(ii)
September 25, 1998
Westcore Trust
000 Xxxxxxxxxxx Xxxxxx, Xxxxx 0000
Xxxxxx, XX 00000
Datalynx
000 Xxxxxxxxxxx Xxxxxx, Xxxxx 0000
Xxxxxx, XX 00000
Attn: Xxxxxxx Xxxxxxx
Denver Investment Advisors LLC
0000 Xxxxxxxxxxx Xxxxxx, 00xx Xxxxx
Xxxxxx, XX 00000
VIA: Federal Express
Re: The Shareholder Services Agreement (the "Agreement") dated as of
November 19, 1996 between First Trust Corp., Denver Investment
Advisors LLC, and Westcore Trust.
Dear Sirs:
Commencing on October 1, 1998, Westcore Trust will offer a new
investment portfolio - Westcore Mid-Cap Opportunity Fund. By your signature
below please confirm that effective October 1, 1998, the Agreement (including
any attachments thereto listing the Funds covered by the Agreement) hereby is
amended to include Westcore Mid-Cap Opportunity Fund as a Fund under the
Agreement. In all other respects the Agreement continues in effect in accordance
with its terms.
Please keep one signed original of this letter and return the
remaining originals to:
Westcore Trust,
Attn: Xxxxxxxx Xxxx
0000 00xx Xxxxxx, 00xx Xxxxx
Xxxxxx, XX 00000
If you have any questions regarding the Agreement or Westcore
Trust, please call Xxxxx Wine or Xxxxxxxx Xxxx at (000) 000-0000. Please address
any legal concerns to Xxxxxx Xxxxxx at (000) 000-0000.
Yours Truly,
Westcore Trust
By: /s/ Xxxx X. Xxxxxxxxx
------------------------------------
Name: Xxxx Xxxxxxxxx
Title: Vice President
Date:
ACCEPTED AND AGREED TO:
First Trust Corp.
By: /s/ Xxxxxx Xxxxxxx Ratkai
----------------------------------
Name: Xxxxxx Xxxxxxx Ratkai
Title: Vice President - Compliance
Date: 11/18/98
Denver Investment Advisors LLC
By: /s/ Xxxxxxx X. Xxxxxxx
----------------------------------
Name: Xxxxxxx X. Xxxxxxx
Title: Chairman
Date: 10/1/98
