Common Contracts

AMENDED AND RESTATED JOINT INSURANCE AGREEMENT

Joint Insurance Agreement • January 28th, 2022 • Lee Financial Mutual Fund, Inc. • Hawaii

• Contract Type
  Joint Insurance Agreement
• Filed
  January 28th, 2022
• Company
  Lee Financial Mutual Fund, Inc.
• Jurisdiction
  Hawaii

This Amended and Restated Joint Insurance Agreement (the “Agreement”), dated as of January 27, 2021, is by and among Lee Financial Mutual Fund, Inc., which includes the portfolios listed on Schedule A (the “Fund”), Lee Financial Group Hawaii, Inc. (the “Adviser”), Lee Financial Securities, Inc. (the “Distributor”) and Lee Financial Recordkeeping, Inc. (the “Transfer Agent”).

AMENDED AND RESTATED JOINT INSURANCE AGREEMENT

Joint Insurance Agreement • January 26th, 2021 • Lee Financial Mutual Fund, Inc. • Hawaii

• Contract Type
  Joint Insurance Agreement
• Filed
  January 26th, 2021
• Company
  Lee Financial Mutual Fund, Inc.
• Jurisdiction
  Hawaii

This Amended and Restated Joint Insurance Agreement (the “Agreement”), dated as of January 29, 2020, is by and among Lee Financial Mutual Fund, Inc., which includes the portfolios listed on Schedule A (the “Fund”), Lee Financial Group Hawaii, Inc. (the “Adviser”), Lee Financial Securities, Inc. (the “Distributor”) and Lee Financial Recordkeeping, Inc. (the “Transfer Agent”).

AMENDED AND RESTATED JOINT INSURANCE AGREEMENT

Joint Insurance Agreement • January 25th, 2019 • Lee Financial Mutual Fund, Inc. • Hawaii

• Contract Type
  Joint Insurance Agreement
• Filed
  January 25th, 2019
• Company
  Lee Financial Mutual Fund, Inc.
• Jurisdiction
  Hawaii

This Amended and Restated Joint Insurance Agreement (the “Agreement”), dated as of January 23, 2019, is by and among Lee Financial Mutual Fund, Inc., which includes the portfolios listed on Schedule A (the “Fund”), Lee Financial Group Hawaii, Inc. (the “Adviser”), Lee Financial Securities, Inc. (the “Distributor”) and Lee Financial Recordkeeping, Inc. (the “Transfer Agent”).

AMENDED AND RESTATED JOINT INSURANCE AGREEMENT

Joint Insurance Agreement • January 27th, 2017 • Lee Financial Mutual Fund, Inc. • Hawaii

• Contract Type
  Joint Insurance Agreement
• Filed
  January 27th, 2017
• Company
  Lee Financial Mutual Fund, Inc.
• Jurisdiction
  Hawaii

This Amended and Restated Joint Insurance Agreement (the “Agreement”), dated as of January 18, 2017, is by and among Lee Financial Mutual Fund, Inc., which includes the portfolios listed on Schedule A (the “Fund”), Lee Financial Group Hawaii, Inc. (the “Adviser”), Lee Financial Securities, Inc. (the “Distributor”) and Lee Financial Recordkeeping, Inc. (the “Transfer Agent”).