TRANSFER AGENT AGREEMENTTransfer Agent Agreement • December 19th, 2019 • MSS Series Trust • Ohio
Contract Type FiledDecember 19th, 2019 Company JurisdictionTHIS AGREEMENT is made and entered into this 19th day of December, 2019, 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 • May 22nd, 2019 • Collaborative Investment Series Trust • Ohio
Contract Type FiledMay 22nd, 2019 Company JurisdictionTHIS THIRD AMENDED AND RESTATED AGREEMENT is made and entered into this 29th day of April, 2019, by and between the Collaborative Investment Series Trust (the “Trust”), a Delaware statutory 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 • May 16th, 2019 • Collaborative Investment Series Trust • Ohio
Contract Type FiledMay 16th, 2019 Company JurisdictionTHIS AMENDED AND RESTATED AGREEMENT is made and entered into this 21st day of February, 2019, by and between the Collaborative Investment Series Trust (the “Trust”), a Delaware statutory 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 • December 10th, 2018 • Collaborative Investment Series Trust • Ohio
Contract Type FiledDecember 10th, 2018 Company JurisdictionTHIS AGREEMENT is made and entered into this 9 day of December , 2018, by and between the Collaborative Investment Series Trust (the “Trust”), a Delaware statutory 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 • November 22nd, 2017 • Second Nature Series Trust • Ohio
Contract Type FiledNovember 22nd, 2017 Company JurisdictionTHIS AGREEMENT is made and entered into this 9th day of August, 2017, by and between the Second Nature Series Trust (the “Trust”), an Delaware business trust having its principal place of business at 8387 E. Twisted Leaf Dr., Gold Canyon, Arizona 85118, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • November 7th, 2013 • Conestoga Funds • Ohio
Contract Type FiledNovember 7th, 2013 Company JurisdictionTHIS AGREEMENT on behalf of the Conestoga SMid Cap Fund is made and entered into this 6th day of November, 2013, by and between the Conestoga Funds (the “Trust”), a Delaware Statutory 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 • January 31st, 2013 • Tea Leaf Management Investment Trust • Ohio
Contract Type FiledJanuary 31st, 2013 Company JurisdictionTHIS AGREEMENT is made and entered into this 17th day of December , 2012, by and between the Tea Leaf Management Investment Trust (the “Trust”), an Ohio business trust having a place of business at 60 East 42nd Street, Suite 901, New York, NY 10165, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
FORM OF TRANSFER AGENT AGREEMENTTransfer Agent Agreement • March 27th, 2012 • Conestoga Funds • Ohio
Contract Type FiledMarch 27th, 2012 Company JurisdictionTHIS AGREEMENT on behalf of the Conestoga Mid Cap Fund is made and entered into this 9th day of February, 2012, by and between the Conestoga Funds (the “Trust”), a Delaware Statutory 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 • September 28th, 2011 • Ranger Funds Investment Trust • Ohio
Contract Type FiledSeptember 28th, 2011 Company JurisdictionTHIS AGREEMENT is made and entered into this 14th day of September, 2011, by and between the Ranger Funds Investment Trust (the “Trust”), a Delaware business trust having its principal place of business at 300 Crescent Court, Suite 1100, Dallas, Texas, 75201, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • February 18th, 2011 • New Frontiers Trust • Ohio
Contract Type FiledFebruary 18th, 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 • December 13th, 2010 • Oracle Family of Funds • Ohio
Contract Type FiledDecember 13th, 2010 Company JurisdictionTHIS AGREEMENT is made and entered into this 19th day of October, 2010, by and between the ORACLE FAMILY OF FUNDS (the “Trust”), an Ohio business trust having its principal place of business at 182 Island Blvd., FL, Fox Island, WA 98333, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • February 6th, 2009 • SGM Funds • Ohio
Contract Type FiledFebruary 6th, 2009 Company JurisdictionTHIS AGREEMENT is made and entered into this __3rd__ day of December, 2008, by and between SGM Funds (the “Trust”), an Ohio business trust having its principal place of business at 8000 Town Centre Drive, Suite 400, Broadview Heights, OH 44147, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • July 21st, 2008 • Meyers Investments Trust • Ohio
Contract Type FiledJuly 21st, 2008 Company JurisdictionTHIS AGREEMENT is made and entered into this _28th____ day of April, 2008, by and between the Meyers Investments Trust (the “Trust”), an Ohio business trust having its principal place of business at 2695 Sandover Road, Columbus, Ohio 43220, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • January 30th, 2008 • Walthausen Funds • Ohio
Contract Type FiledJanuary 30th, 2008 Company JurisdictionTHIS AGREEMENT is made and entered into this 30th day of January, 2008, by and between Walthausen Funds (the “Trust”), an Ohio business trust having its principal place of business at 9 Executive Park Drive, Suite B, Clifton Park, New York 12065, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • January 11th, 2008 • Dollar Strategy Global Trust • Ohio
Contract Type FiledJanuary 11th, 2008 Company JurisdictionTHIS AGREEMENT is made and entered into this 10 day of January, 2008, by and between Dollar Strategy Global Trust (the “Trust”), an Ohio business trust having its principal place of business at 81790 Golden Star Way, LaQuinta, California 92253, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
EXHIBIT h2 TRANSFER AGENT AGREEMENTTransfer Agent Agreement • April 28th, 2006 • Ancora Trust • Ohio
Contract Type FiledApril 28th, 2006 Company JurisdictionTHIS AGREEMENT is made and entered into this 3rd day of May, 2005, by and between the Ancora Trust (the “Trust”), an Ohio business trust having its principal place of business at 2000 Auburn Dr, Ste 420, Cleveland, OH 44122, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).
TRANSFER AGENT AGREEMENTTransfer Agent Agreement • April 29th, 2003 • Retirement Income Trust • Ohio
Contract Type FiledApril 29th, 2003 Company JurisdictionTHIS AGREEMENT is made and entered into this 14th day of March, 2003, by and between the RETIREMENT INCOME TRUST (the “Trust”), a Delaware statutory trust having its principal place of business at 3490 William Penn Highway, Wilkins Township, Pennsylvania, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company (“MSS”).