CAPSTONE SOCIAL ETHICS AND RELIGIOUS VALUES FUND INVESTMENT ADVISORY AGREEMENT AGREEMENT, effective commencing on ______________, 2001, between CAPSTONE ASSET MANAGEMENT COMPANY (the "Adviser") and CAPSTONE SOCIAL ETHICS AND RELIGIOUS VALUES FUND (the...Investment Advisory Agreement • August 20th, 2001 • Capstone Social Ethics & Religious Values Fund • Massachusetts
Contract Type FiledAugust 20th, 2001 Company Jurisdiction
AMENDED EXHIBIT A TO THE CUSTODY AGREEMENT BETWEEN CAPSTONE SOCIAL ETHICS AND RELIGIOUS VALUES FUNDS AND THE FIFTH THIRD BANK MAY ____, 2001Custody Agreement • August 20th, 2001 • Capstone Social Ethics & Religious Values Fund
Contract Type FiledAugust 20th, 2001 CompanySet forth below are the names and specimen signatures of the persons authorized by the Company to Administer each Custody Account.
AMENDED SCHEDULE A TO THE SERVICE AND DISTRIBUTION PLAN BETWEEN CAPSTONE SOCIAL ETHICS AND RELIGIOUS VALUES FUNDS AND CAPSTONE ASSET PLANNING COMPANYService and Distribution Plan • August 20th, 2001 • Capstone Social Ethics & Religious Values Fund
Contract Type FiledAugust 20th, 2001 CompanyThe amounts payable to the Distributor pursuant the Service and Distribution Plan are as indicated below for the listed Funds and Classes. The Distributor shall be paid monthly at the following annual rates to be applied to the average daily net asset value of the respective Fund or Class:
Amendment Number 1 Capstone Social Ethics and Religious Values Fund Investment Company Services AgreementInvestment Company Services Agreement • August 20th, 2001 • Capstone Social Ethics & Religious Values Fund
Contract Type FiledAugust 20th, 2001 CompanyThis Amendment Number 1, dated ( ______________, 2001), to Investment Company Services Agreement ("Agreement") dated October 1, 1998 between the Capstone Social Ethics and Religious Values Fund (the "Fund"), and Declaration Service Company ("Declaration"), is adopted to provide the following: