0000894189-20-008052 Sample Contracts

Form Of DISTRIBUTION AGREEMENT
Distribution Agreement • September 29th, 2020 • Trust for Advised Portfolios • Wisconsin

THIS AGREEMENT is made and entered into as of this __th day of September 2020, by and between Trust For Advised Portfolios, a Delaware statutory trust (the “Trust”) on behalf of its series in Exhibit A, Quasar Distributors, LLC, a Delaware limited liability company (the “Distributor”) and Regan Capital, a Delaware limited liability company and the investment advisor to the series set out in Exhibit A (the “Adviser).

AutoNDA by SimpleDocs
Trust for Advised Portfolios INVESTMENT ADVISORY AGREEMENT with Regan Capital, LLC
Investment Advisory Agreement • September 29th, 2020 • Trust for Advised Portfolios • Delaware

INVESTMENT ADVISORY AGREEMENT made as of the 29th day of September 2020, by and between Trust for Advised Portfolios, a Delaware statutory trust (the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Regan Capital, LLC, a Delaware limited liability company (the “Adviser”).

AMENDED AND RESTATED AGREEMENT AND DECLARATION OF TRUST
Trust Agreement • September 29th, 2020 • Trust for Advised Portfolios • Delaware
TRUST FOR ADVISED PORTFOLIOS OPERATING EXPENSES LIMITATION AGREEMENT
Operating Expenses Limitation Agreement • September 29th, 2020 • Trust for Advised Portfolios • Delaware

OPERATING EXPENSES LIMITATION AGREEMENT made as of the 29th day of September 2020 by and between Trust for Advised Portfolios, a Delaware statutory trust (the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Regan Capital, LLC (the “Adviser”).

AMENDMENT TO THE TRUST FOR ADVISED PORTFOLIOS CUSTODY AGREEMENT
Custody Agreement • September 29th, 2020 • Trust for Advised Portfolios

THIS AMENDMENT to the Custody Agreement, dated as of January 1, 2014, as amended (the “Agreement”), is entered into as of the last date on the signature page, by and between TRUST FOR ADVISED PORTFOLIOS, a Delaware statutory trust (the “Trust”), and U.S. BANK NATIONAL ASSOCIATION, a national banking association (the “Custodian”) and effective as of the last date on the signature block.

TRANSFER AGENT SERVICING AGREEMENT
Transfer Agent Servicing Agreement • September 29th, 2020 • Trust for Advised Portfolios

THIS AMENDMENT to the Amended and Restated Transfer Agent Servicing Agreement, dated as of July 30, 2020 (the “Agreement”), is entered into as of the last date on the signature block, by and between TRUST FOR ADVISED PORTFOLIOS, a Delaware statutory trust (the “Trust”) and U.S. BANCORP FUND SERVICES, LLC, a Wisconsin limited liability company (“USBFS”) and effective as of the last date on the signature block.

AMENDMENT TO THE TRUST FOR ADVISED PORTFOLIOS FUND ADMINISTRATION SERVICING AGREEMENT
Fund Administration Servicing Agreement • September 29th, 2020 • Trust for Advised Portfolios

THIS AMENDMENT to the Fund Administration Servicing Agreement dated as of January 1, 2014, as amended (the “Agreement”), is entered into as of the last date on the signature block by and between TRUST FOR ADVISED PORTFOLIOS, a Delaware statutory trust (the “Trust”) and U.S. BANCORP FUND SERVICES, LLC, a Wisconsin limited liability company (“USBFS”) and effective as of the last date on the signature block.

AMENDED AND RESTATED TRANSFER AGENT SERVICING AGREEMENT THIS AMENDED AND RESTATED TRANSFER AGENT AGREEMENT (the
Transfer Agent Servicing Agreement • September 29th, 2020 • Trust for Advised Portfolios • Wisconsin

WHEREAS, the Trust and USBFS entered into a Transfer Agent Agreement, dated January 1, 2014 (the “Master Transfer Agent Agreement”); and

AMENDMENT TO THE TRUST FOR ADVISED PORTFOLIOS FUND ACCOUNTING SERVICING AGREEMENT
Fund Accounting Servicing Agreement • September 29th, 2020 • Trust for Advised Portfolios

THIS AMENDMENT to the Fund Accounting Servicing Agreement dated as of January 1, 2014, as amended (the “Agreement”), is entered into as of the last date on the signature block, by and between TRUST FOR ADVISED PORTFOLIOS, a Delaware statutory trust (the “Trust”) and U.S. BANCORP FUND SERVICES, LLC, a Wisconsin limited liability company (“USBFS”) and effective as of the last date on the signature block.

Draft better contracts in just 5 minutes Get the weekly Law Insider newsletter packed with expert videos, webinars, ebooks, and more!