AMENDMENT TO MASTER ADMINISTRATIVE SERVICES AGREEMENT (MFS FUNDS)
EXHIBIT NO. 99.(h) 6
AMENDMENT TO MASTER ADMINISTRATIVE SERVICES AGREEMENT (MFS FUNDS)
WHEREAS, each of the investment companies listed on Exhibit A hereto (each a “Fund” and collectively the “Funds”) is a party to the Master Administrative Services Agreement, dated the 1st day of March 1997, as amended and restated the 1st day of January, 2008, as amended (the “Agreement”) with Massachusetts Financial Services Company (“Administrator”); and
WHEREAS, the Funds and the Administrator wish to clarify the Administrator’s responsibilities in implementing, maintaining and complying in all material respects with policies and procedures reasonably designed to address the requirements of applicable state and federal laws and regulations regarding the security, protection and confidentiality of records and data of the Funds that contain personal information to which the Administrator is given access.
NOW, THEREFORE, the Administrator and each of the Funds listed on Exhibit A agree to amend the Agreement as follows:
Section 1. Section 4 of the Agreement is amended to add the following to the end of that Section:
“The Administrator agrees to implement, maintain and comply in all material respects with policies and procedures (collectively, the “Information Security and Privacy Policies”) reasonably designed to address the requirements of applicable state and federal laws and regulations regarding the security, protection and confidentiality of records and data of the Funds that contain personal information (“PI”) to which the Administrator is given access, including Massachusetts General Law, ch. 93H and the regulations thereunder. The Administrator agrees that the Information Security and Privacy Policies shall address: (i) administrative, technical, and physical safeguards for the protection of records and data that contain PI; (ii) detection of unauthorized access to or use of PI for unauthorized purposes; and (iii) the proper destruction of such records and data so that the information contained therein cannot be practicably read or reconstructed. The Administrator shall provide such reports to the MFS Funds Board of Trustees or a committee thereof as may be required by the Information Security and Privacy Policies or otherwise reasonably requested.”
Section 2. This Amendment shall be construed under and shall be governed by the laws of The Commonwealth of Massachusetts, and the parties hereto agree that proper venue of any action with respect hereto shall be Boston, Massachusetts.
Section 3. This Amendment may be executed in any number of counterparts, each of which shall be deemed to be an original.
IN WITNESS WHEREOF, the parties hereto have caused this Amendment to be executed in duplicate original by its officers thereunto duly authorized, as of February 15, 2011.
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MASSACHUSETTS FINANCIAL SERVICES COMPANY | |
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By: |
XXXXXX X. XXXXXXX |
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Xxxxxx X. Xxxxxxx |
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Chairman and Chief Executive Officer |
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Each of the Funds listed on Exhibit A | |
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By: |
XXXXX X. XXXXXX |
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Xxxxx X. Xxxxxx |
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Assistant Secretary |
Amendment to Master Administrative Services Agreement (MFS Funds) - Exhibit A
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MFS Series Trust I: |
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MFS Cash Reserve Fund |
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MFS Core Equity Fund |
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MFS Core Growth Fund |
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MFS New Discovery Fund |
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MFS Research International Fund |
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MFS Technology Fund |
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MFS Value Fund |
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MFS Series Trust II: |
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MFS Growth Fund |
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MFS Series Trust III: |
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MFS High Income Fund |
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MFS High Yield Opportunities Fund |
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MFS Municipal High Income Fund |
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MFS Series Trust IV: |
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MFS Government Money Market Fund |
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MFS Mid Cap Growth Fund |
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MFS Money Market Fund |
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MFS Series Trust V: |
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MFS International New Discovery Fund |
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MFS Research Fund |
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MFS Total Return Fund |
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MFS Series Trust VI: |
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MFS Global Equity Fund |
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MFS Global Total Return Fund |
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MFS Utilities Fund |
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MFS Series Trust VII: |
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MFS Asia Pacific Ex-Japan Fund |
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MFS European Equity Fund |
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MFS Latin American Equity Fund |
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MFS Series Trust VIII: |
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MFS Global Growth Fund |
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MFS Strategic Income Fund |
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MFS Series Trust IX: |
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MFS Bond Fund |
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MFS Inflation-Adjusted Bond Fund |
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MFS Limited Maturity Fund |
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MFS Municipal Limited Maturity Fund |
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MFS Research Bond Fund |
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MFS Research Bond Fund J |
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MFS Absolute Return Fund |
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MFS Aggressive Growth Allocation Fund |
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MFS Conservative Allocation Fund |
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MFS Emerging Markets Debt Fund |
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MFS Emerging Markets Equity Fund |
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MFS Global Bond Fund |
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MFS Growth Allocation Fund |
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MFS International Diversification Fund |
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MFS International Growth Fund |
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MFS International Value Fund |
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MFS Moderate Allocation Fund |
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MFS Mid Cap Value Fund |
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MFS Blended Research Core Equity Fund |
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MFS Lifetime Retirement Income Fund |
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MFS Lifetime 2010 Fund |
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MFS Lifetime 2020 Fund |
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MFS Lifetime 2030 Fund |
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MFS Lifetime 2040 Fund |
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MFS Lifetime 2050 Fund |
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MFS Sector Rotational Fund |
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MFS Diversified Income Fund |
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MFS Global Real Estate Fund |
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MFS Government Securities Fund |
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MFS Commodity Strategy Fund |
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MFS Diversified Target Return Fund |
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MFS Global Multi-Asset Fund |
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MFS Municipal Series Trust: |
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MFS Alabama Municipal Bond Fund |
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MFS Arkansas Municipal Bond Fund |
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MFS California Municipal Bond Fund |
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MFS Florida Municipal Bond Fund |
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MFS Georgia Municipal Bond Fund |
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MFS Maryland Municipal Bond Fund |
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MFS Massachusetts Municipal Bond Fund |
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MFS Mississippi Municipal Bond Fund |
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MFS New York Municipal Bond Fund |
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MFS North Carolina Municipal Bond Fund |
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MFS Pennsylvania Municipal Bond Fund |
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MFS South Carolina Municipal Bond Fund |
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MFS Tennessee Municipal Bond Fund |
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MFS Virginia Municipal Bond Fund |
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MFS West Virginia Municipal Bond Fund |
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MFS Municipal Income Fund |
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Massachusetts Investors Growth Stock Fund |
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Massachusetts Investors Trust |
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MFS Closed-End Funds |
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MFS Charter Income Trust |
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MFS Government Markets Income Trust |
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MFS Intermediate Income Trust |
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MFS Multimarket Income Trust |
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MFS Municipal Income Trust |
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MFS Special Value Trust |
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MFS California Municipal Fund |
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MFS High Income Municipal Trust |
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MFS InterMarket Income Trust I |
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MFS Intermediate High Income Municipal Trust |
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MFS Investment Grade Municipal Trust |
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MFS High Yield Municipal Trust |
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MFS Institutional Funds |
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MFS Institutional International Equity Fund |
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MFS Institutional Large Cap Value Fund |
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MFS Variable Insurance Trust: |
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MFS Core Equity Series |
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MFS Global Equity Series |
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MFS Growth Series |
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MFS High Income Series |
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MFS Investors Growth Stock Series |
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MFS Investors Trust Series |
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MFS Mid Cap Growth Series |
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MFS New Discovery Series |
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MFS Research Bond Series |
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MFS Research International Series |
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MFS Research Series |
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MFS Strategic Income Series |
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MFS Total Return Series |
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MFS Utilities Series |
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MFS Value Series |
