Common Contracts
2 similar Shareholder Services Agreement contracts by American Funds Global Balanced Fund, American Funds Mortgage Fund
FUND] SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • December 29th, 2010 • American Funds Global Balanced Fund • Delaware
Annual account maintenance fee (paid monthly): Fee per account (annual rate) Rate Broker controlled account (networked and street) $0.84 Full service account $16.00
AMERICAN FUNDS MORTGAGE FUND SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • October 12th, 2010 • American Funds Mortgage Fund • Delaware
No annual fee will be charged for a participant account underlying a 401(k) or other defined contribution plan where the plan maintains a single account on AFS’ books and responds to all participant inquiries.
