AMENDMENT TO ADMINISTRATION AGREEMENT This Amendment dated April 1, 2004 (the "Amendment") is made to the Administration Agreement dated November 15, 1996 (the "Agreement") by and between Kobren Insight Funds (the "Company") and PFPC Inc., f/k/a First...Administration Agreement • April 29th, 2004 • Kobren Insight Funds
Contract Type FiledApril 29th, 2004 Company
EXHIBIT (H)(5) FORM OF AMENDMENT TO TRANSFER AGENCY AND SERVICES AGREEMENTTransfer Agency and Services Agreement • April 29th, 2004 • Kobren Insight Funds
Contract Type FiledApril 29th, 2004 Company
3.5 (a) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA's and ROTH individual retirement accounts ("IRA Plans" or "Retirement Plans") within the meaning of...Agency and Services Agreement • April 29th, 2004 • Kobren Insight Funds
Contract Type FiledApril 29th, 2004 Company
EXHIBIT (H)(10) FORM OF CUSTOMER IDENTIFICATION SERVICES AMENDMENT This Customer Identification Services Amendment (this "AMENDMENT") amends, as of the 1st day of October, 2003 (the "EFFECTIVE DATE"), the Transfer Agency and Services Agreement, dated...Kobren Insight Funds • April 29th, 2004
Company FiledApril 29th, 2004
EXHIBIT (H)(9) FORM OF AMENDMENT TO THE TRANSFER AGENCY AND SERVICES AGREEMENT THIS AMENDMENT, to become effective as of the Closing Date, is made to the Transfer Agency and Services Agreement dated November 15, 1996 (the "Agreement") between the...Kobren Insight Funds • April 29th, 2004
Company FiledApril 29th, 2004
SCHEDULE B FEE SCHEDULE ------------Kobren Insight Funds • April 29th, 2004
Company FiledApril 29th, 2004
SCHEDULE B FEE SCHEDULE ------------ To the Administration Agreement dated November 15, 1996, as amended to date, as Revised April 1, 2003 SECTION I --------- The following fees are in effect for the Kobren Growth Fund: ANNUAL FEES Net assets up to...Kobren Insight Funds • April 29th, 2004
Company FiledApril 29th, 2004