TRANSFER AGENT AGREEMENTTransfer Agent Agreement • December 30th, 2020 • MSS Series Trust • Ohio
Contract Type FiledDecember 30th, 2020 Company JurisdictionTHIS AGREEMENT is made and entered into this 20th day of December, 2020, by and between the MSS Series Trust (the “Trust”), an Ohio business trust having its principal place of business at 8000 Town Centre Drive, Suit 400, Broadview Height, Ohio, 44147, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • February 26th, 2020 • Collaborative Investment Series Trust • Ohio
Contract Type FiledFebruary 26th, 2020 Company JurisdictionTHIS AGREEMENT is made and entered into this 18th day of November, 2019, by and between the Collaborative Investment Series Trust (the “Trust”), an Delaware business trust having its principal place of business at 125 Greenwich Ave., Greenwich, Connecticut, 06830 , and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • January 17th, 2020 • MSS Series Trust • Ohio
Contract Type FiledJanuary 17th, 2020 Company JurisdictionTHIS AGREEMENT is made and entered into this 1st day of December, 2020, by and between the MSS Series Trust (the “Trust”), an Ohio business trust having its principal place of business at 8000 Town Centre Drive, Suite 400, Broadview Heights, Ohio, 44147, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • July 26th, 2018 • MSS Series Trust • Ohio
Contract Type FiledJuly 26th, 2018 Company JurisdictionTHIS AGREEMENT is made and entered into this 28th day of June, 2018, by and between the MSS Series Trust (the “Trust”), an Ohio business trust having its principal place of business at 8000 Town Centre Drive, Suite 400, Broadview Heights, Ohio, 44147, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • January 16th, 2018 • Collaborative Investment Series Trust • Ohio
Contract Type FiledJanuary 16th, 2018 Company JurisdictionTHIS AGREEMENT is made and entered into this 11th day of January, 2018, by and between the Collaborative Investment Series Trust (the “Trust”), an Delaware business trust having its principal place of business at 125 Greenwich Ave., Greenwich, NV, 06830, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • December 22nd, 2017 • MSS Series Trust • Ohio
Contract Type FiledDecember 22nd, 2017 Company JurisdictionTHIS AGREEMENT is made and entered into this 21st day of December, 2017, by and between the MSS Series Trust (the “Trust”), an Ohio business trust having its principal place of business at 8000 Town Centre Drive, Suite 400, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • November 22nd, 2017 • MSS Series Trust • Ohio
Contract Type FiledNovember 22nd, 2017 Company JurisdictionTHIS AGREEMENT is made and entered into this 16th day of October, 2017, by and between the MSS Series Trust (the “Trust”), an Ohio business trust having its principal place of business at 8000 Town Centre Drive, Suite 400, Broadview Heights, Ohio, 44147, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • October 27th, 2017 • Americafirst Quantitative Funds • Ohio
Contract Type FiledOctober 27th, 2017 Company JurisdictionTHIS AGREEMENT is made and entered into this 28th day of February, 2017, by and between the AmericaFirst Quantitative (the “Trust”), an Delaware statutory trust, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • September 1st, 2017 • MSS Series Trust • Ohio
Contract Type FiledSeptember 1st, 2017 Company JurisdictionTHIS AGREEMENT is made and entered into this _____ day of _______, 20__, by and between the MSS Series Trust (the “Trust”), an Ohio business trust having its principal place of business at 8000 Town Centre Drive, Suite 400, Broadview Heights, Ohio, 44147, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • July 21st, 2017 • MSS Series Trust • Ohio
Contract Type FiledJuly 21st, 2017 Company JurisdictionTHIS AGREEMENT is made and entered into this _____ day of _______, 20__, by and between the MSS Series Trust (the “Trust”), an Ohio business trust having its principal place of business at 8000 Town Centre Drive, Suite 400, Broadview Heights, Ohio, 44147, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • July 29th, 2015 • Gator Series Trust • Ohio
Contract Type FiledJuly 29th, 2015 Company JurisdictionTHIS AGREEMENT is made and entered into as of the 1st day of January, 2013, by and between the Endurance Series Trust (the “Trust”), a Deleware business trust having its principal place of business at 100 South Ashley Drive, Suite 895, Tampa, Florida 33602, and Mutual Shareholder Services, LLC (“MSS”), a Delaware Limited Liability Company.
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • November 4th, 2014 • Avondale Funds • Ohio
Contract Type FiledNovember 4th, 2014 Company JurisdictionTHIS AGREEMENT is made and entered into this 8th day of October, 2014, by and between the Avondale Funds (the “Trust”), an Ohio (state) business trust having its principal place of business at 2001 Santa Monica Blvd., Suite 1165w, Santa Monica, CA 90404 (address), and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • December 21st, 2012 • CCA Investments Trust • Ohio
Contract Type FiledDecember 21st, 2012 Company JurisdictionTHIS AGREEMENT is made and entered into this 30th day of November, 2012, by and between the CCA Investments Trust (the “Trust”), an Ohio business trust having its principal place of business at 190 North Canon Drive, Suite 402, Beverly Hills, California 90210, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • November 13th, 2012 • Epiphany Funds • Ohio
Contract Type FiledNovember 13th, 2012 Company JurisdictionTHIS AGREEMENT is made and entered into this 5th day of October, 2012, by and between the Epiphany Funds Trust (the “Trust”), an Ohio business trust having its principal place of business at 106 Decker Court, Suite 226, Irving, TX 75062, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • October 24th, 2012 • Eudora Funds • Ohio
Contract Type FiledOctober 24th, 2012 Company JurisdictionTHIS AGREEMENT is made and entered into this 28th day of September, 2012, by and between the THE EUDORA FUNDS (the “Trust”), an Ohio business trust having its principal place of business at 8 West 40th Street, 4th Floor, New York, NY 10018 and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • October 1st, 2012 • Elessar Funds Investment Trust • Ohio
Contract Type FiledOctober 1st, 2012 Company JurisdictionTHIS AGREEMENT is made and entered into this 28th day of September, 2012, by and between the Elessar Funds Investment Trust (the “Trust”), a Delaware business trust having its principal place of business at 1111 Superior Ave, Suite 1310 Cleveland, ohio 44114, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • August 7th, 2012 • DMS Funds • Ohio
Contract Type FiledAugust 7th, 2012 Company JurisdictionTHIS AGREEMENT is made and entered into this _____ day of _______, 20__, by and between the DMS Funds (the “Trust”), a Pennsylvania business trust having its principal place of business at 2619 Leiscz’s Bridge Road, Suite 200, Leesport, PA 19533, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • July 24th, 2012 • DMS Funds • Ohio
Contract Type FiledJuly 24th, 2012 Company JurisdictionTHIS AGREEMENT is made and entered into this _____ day of _______, 20__, by and between the DMS Funds (the “Trust”), a Pennsylvania business trust having its principal place of business at 2619 Leiscz’s Bridge Road, Suite 200, Leesport, PA 19533, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • April 12th, 2012 • PSG Capital Management Trust • Ohio
Contract Type FiledApril 12th, 2012 Company JurisdictionTHIS AGREEMENT is made and entered into this 27th day of March, 2012 by andbetween PSG Capital Management Trust(the “Trust”), an Delaware (state) business trust having itsprincipal place of business at 8161 Maple Lawn Blvd., Suite 400, Fulton, MD 20759(address), and MutualShareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • October 6th, 2011 • Plainsboro Funds • Ohio
Contract Type FiledOctober 6th, 2011 Company JurisdictionTHIS AGREEMENT is made and entered into this 29th day of August, 2011, by and between the Plainsboro Funds with respect to the Plainsboro China Fund (the “Trust”), an Delware business trust having its principal place of business at 4 Windmill Court, Plainsboro, NJ 08536, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • June 14th, 2011 • Clark Fork Trust • Ohio
Contract Type FiledJune 14th, 2011 Company JurisdictionTHIS AGREEMENT is made and entered into this 17th day of May, 2011, by and between the Clark Fork Trust (the “Trust”), a Delaware business trust having its principal place of business at 218 E. Front Street, Missoula, MT, 59802, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • March 4th, 2011 • Philadelphia Investment Partners New Generation Fund • Ohio
Contract Type FiledMarch 4th, 2011 Company JurisdictionTHIS AGREEMENT is made and entered into this 20th day of December, 2010, by and between the Philadelphia Investment Partners (“PIP”) New Generation Fund (the “Trust”), an Delaware business trust having its principal place of business at 1233 Haddonfield-Berlin Rd. Voorhees, NJ, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • February 4th, 2011 • New Frontiers Trust • Ohio
Contract Type FiledFebruary 4th, 2011 Company JurisdictionTHIS AGREEMENT is made and entered into this 20th day of January 2011, by and between the New Frontiers Trust (the “Trust”), an Ohio business trust having its principal place of business at 23611 Chagrin Blvd., Suite 280, Beachwood, OH 44122, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • January 28th, 2011 • Conestoga Funds • Ohio
Contract Type FiledJanuary 28th, 2011 Company JurisdictionTHIS AGREEMENT is made and entered into this 5th day of February, 2009, by and between the Institutional Advisors LargeCap Fund of the Conestoga Funds (the “Trust”), a Delaware business trust having its principal place of business at 259 North Radnor Chester Road, Radnor, PA and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • January 28th, 2011 • Conestoga Funds • Ohio
Contract Type FiledJanuary 28th, 2011 Company JurisdictionTHIS AGREEMENT is made and entered into this 5th day of February, 2009, by and between the Institutional Advisors LargeCap Fund of the Conestoga Funds (the “Trust”), a Delaware business trust having its principal place of business at 259 North Radnor Chester Road, Radnor, PA and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • December 3rd, 2010 • Pinnacle Capital Management Funds Trust • Ohio
Contract Type FiledDecember 3rd, 2010 Company JurisdictionTHIS AGREEMENT is made and entered into this _____ day of _______, 2010, by and between the Pinnacle Capital Managemnet Funds Trust (the “Trust”), a Delaware statutory trust having its principal place of business at 100 Limestone Plaze, Fayetteville, New York 13066, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • October 20th, 2010 • Grand Prix Investors Trust • Ohio
Contract Type FiledOctober 20th, 2010 Company JurisdictionTHIS AGREEMENT is made and entered into this 11th day of October, 2010, by and between the Grand Prix Investors Trust (the “Trust”), an Ohio business trust having its principal place of business at 42125 Shadow Hills Drive, Lancaster, CA 93536 and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • April 30th, 2010 • Acadia Mutual Funds • Ohio
Contract Type FiledApril 30th, 2010 Company JurisdictionTHIS AGREEMENT is made and entered into this first day of April, 2010, by and between The Acadia Mutual Funds (the “Trust”), a Delaware business trust having its principal place of business at One Penn Plaza, 36th Floor, New York, NY 10119, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENT RECITALS: AGREEMENTS:Transfer Agent Agreement • April 5th, 2010 • PFS Funds • Ohio
Contract Type FiledApril 5th, 2010 Company Jurisdiction
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • December 31st, 2009 • Sparrow Funds • Ohio
Contract Type FiledDecember 31st, 2009 Company JurisdictionTHIS AGREEMENT is made and entered into this 1st day of April, 2009, by and between the Sparrow Capital (the “Trust”), an MO business trust having its principal place of business at 11330 Olive Blvd., Ste. 230, St. Louis, MO 63141, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • December 29th, 2009 • Dblaine Investment Trust • Ohio
Contract Type FiledDecember 29th, 2009 Company JurisdictionTHIS AGREEMENT is made and entered into this 22nd day of December, 2009, by and between the Dblaine Investment Trust (the “Trust”), an Ohio business trust having its principal place of business at 806 Harvest Trail, Buffalo, New Minnesota 55313, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • December 23rd, 2009 • Archer Series Trust • Ohio
Contract Type FiledDecember 23rd, 2009 Company JurisdictionTHIS AGREEMENT is made and entered into this _____ day of January, 2010, by and between the ARCHER INVESTMENT SERIES TRUST (the “Trust”), an Ohio business trust having its principal place of business at 9000 Keystone Crossing, Ste 630, Indianapolis, IN 46240, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • February 27th, 2009 • Satuit Capital Management Trust • Ohio
Contract Type FiledFebruary 27th, 2009 Company JurisdictionTHIS AGREEMENT is made and entered into this 1st day of September, 2008, by and between Satuit Capital Management Trust (the “Trust”), an Delaware business trust having its principal place of business at 15 Eastlake Road, Mt Pleasant SC 29464, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
FORM OF TRANSFER AGENT AGREEMENTTransfer Agent Agreement • January 15th, 2009 • Conestoga Funds • Ohio
Contract Type FiledJanuary 15th, 2009 Company JurisdictionTHIS AGREEMENT is made and entered into this _____ day of February, 2009, by and between the Conestoga Funds (the “Trust”), a Delaware business trust (the “Trust”), a Delaware business trust having its principal place of business at 259 N. Radnor-Chester Road, Radnor Court, Suite 120, Radnor, PA 19087, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • May 5th, 2008 • Davlin Philanthropic Funds • Ohio
Contract Type FiledMay 5th, 2008 Company JurisdictionTHIS AGREEMENT is made and entered into this _25___ day of March, 2008, by and between the Davlin Philanthropic Funds (the “Trust”), an Ohio business trust having its principal place of business at 44 River Road, Suite A, Wayland, MA 01778, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).