Trust for Advised Portfolios INVESTMENT ADVISORY AGREEMENT with Ziegler Capital Management, LLCInvestment Advisory Agreement • October 22nd, 2020 • Trust for Advised Portfolios • Delaware
THIS INVESTMENT ADVISORY AGREEMENT is made as of the 16th day of July, 2020, by and between Trust for Advised Portfolios, a Delaware statutory trust (hereinafter called 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 Ziegler Capital Management, LLC, a Wisconsin limited liability company (hereinafter called the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 22nd, 2020 • Trust for Advised Portfolios • Delaware
THIS INVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”) made this ___ day of _______ 2020 by and between ZIEGLER CAPITAL MANAGEMENT, LLC (hereinafter referred to as the “Investment Adviser”) and USCA ASSET MANAGEMENT, LLC (hereinafter referred to as the “Subadviser”), which Agreement may be executed in any number of counterparts, each of which shall be deemed to be an original, but all of which together shall constitute but one instrument.
FORM OF OPINIONAgreement and Plan of Reorganization • October 22nd, 2020 • Trust for Advised Portfolios
FORM OF AMENDMENT TO THE TRUST FOR ADVISED PORTFOLIOS TRANSFER AGENT SERVICING AGREEMENTTransfer Agent Servicing Agreement • October 22nd, 2020 • Trust for Advised Portfolios
THIS AMENDMENT to the Transfer Agent Servicing Agreement, dated as of January 1, 2014, as amended (the “Agreement”), is entered into 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”).
TRUST FOR ADVISED PORTFOLIOS FORM OF OPERATING EXPENSES LIMITATION AGREEMENTOperating Expenses Limitation Agreement • October 22nd, 2020 • Trust for Advised Portfolios • Delaware
THIS OPERATING EXPENSES LIMITATION AGREEMENT (this “Agreement”) is effective as of the 27th day of March 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, which may be amended from time to time (the “Fund”), and Ziegler Capital Management, LLC (the “Adviser”).
FORM OF AMENDMENT TO THE TRUST FOR ADVISED PORTFOLIOS CUSTODY AGREEMENTCustody Agreement • October 22nd, 2020 • Trust for Advised Portfolios
THIS AMENDMENT to the Custody Agreement, dated as of January 1, 2014, as amended (the “Agreement”), is entered into 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”).
FOURTH AMENDMENT TO THE DISTRIBUTION AGREEMENTDistribution Agreement • October 22nd, 2020 • Trust for Advised Portfolios
THIS THIRD AMENDMENT, dated as of the [ ] day of [ ], 2020, to the Distribution Agreement dated as of January 1, 2014 (the “Agreement”), as amended is entered into by and between Trust for Advised Portfolios, a Delaware statutory trust (the “Trust”) and Quasar Distributors, LLC, a Delaware limited liability company (the “Distributor.”)
FORM OF AMENDMENT TO THE TRUST FOR ADVISED PORTFOLIOS FUND ACCOUNTING SERVICING AGREEMENTFund Accounting Servicing Agreement • October 22nd, 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 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”).
FORM OF AMENDMENT TO THE TRUST FOR ADVISED PORTFOLIOS FUND ADMINISTRATION SERVICING AGREEMENTFund Administration Servicing Agreement • October 22nd, 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 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”).
