CUSTODY AGREEMENTCustody Agreement • October 25th, 2011 • Advisorone Funds • New York
AGREEMENT, dated as of October 19, 2011 between AdvisorOne Funds, a Delaware business trust organized and existing under the laws of the State of Delaware having its principal office and place of business at 4020 South 147th Street, Omaha, Nebraska 68137 (the “Fund”) and The Bank of New York Mellon, a New York corporation authorized to do a banking business having its principal office and place of business at One Wall Street, New York, New York 10286 (“Custodian”).
APPENDIX A FORM OF AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • October 25th, 2011 • Advisorone Funds • Delaware
This AGREEMENT AND PLAN OF REORGANIZATION (“Agreement”), made as of this __th day of _________, 2011, by and between AdvisorOne Funds (the “Acquiring Trust”), a statutory trust organized and existing under the laws of the State of Delaware, with its principal place of business at 4020 South 147th Street, Omaha, Nebraska, on behalf of its series, the Milestone Treasury Obligations Fund (the “Acquiring Fund”), The Milestone Funds (the “Milestone Funds”), a statutory trust organized and existing under the laws of the State of Delaware, with its principal place of business at 115 East Putnam Avenue, Greenwich, Connecticut, on behalf of its series, the Treasury Obligations Portfolio (the “Acquired Fund”), and solely for purposes of Paragraph 10 of this Agreement, CLS Investments, LLC, a limited liability company organized and existing under the laws of the state of Nebraska, the investment adviser of the Acquiring Fund with its principal place of business at 4020 South 147th Street, Omaha,
