FORM OF ADVISORY AGREEMENTAdvisory Agreement • August 18th, 2021 • Trust for Credit Unions • Massachusetts
Contract Type FiledAugust 18th, 2021 Company JurisdictionThis ADVISORY AGREEMENT (this “Agreement”) is made this __ day of _____________, 2021 between TRUST FOR CREDIT UNIONS, a Massachusetts business trust (the “Fund”), and ALM First Financial Advisors, LLC (the “Adviser”).
TRUST FOR CREDIT UNIONS FORM OF FIRST AMENDMENT TO THE DISTRIBUTION AGREEMENTDistribution Agreement • August 18th, 2021 • Trust for Credit Unions
Contract Type FiledAugust 18th, 2021 CompanyTHIS FIRST AMENDMENT, effective as of [____], 2021, to the Distribution Agreement dated May 31, 2012 (the “Agreement”) is entered into by and between TRUST FOR CREDIT UNIONS, a Massachusetts business trust (the “Fund”), and CALLAHAN FINANCIAL SERVICES, INC., a Delaware corporation (the “Distributor”).
TRUST FOR CREDIT UNIONS FIRST AMENDMENT TO THE ADMINISTRATION AGREEMENTAdministration Agreement • August 18th, 2021 • Trust for Credit Unions
Contract Type FiledAugust 18th, 2021 CompanyTHIS FIRST AMENDMENT, effective as of [____], 2021, to the Administration Agreement dated May 31, 2012 (the “Agreement”) is entered into by and between TRUST FOR CREDIT UNIONS, a Massachusetts business trust (the “Fund”), and CALLAHAN CREDIT UNION FINANCIAL SERVICES LIMITED LIABILITY LIMITED PARTNERSHIP, a Delaware limited liability limited partnership (the “Administrator”).