INVESTMENT ADVISORY AGREEMENT THIS AGREEMENT made effective as of the 5th day of November, 1997 by and between Phoenix Investment Trust 97, a Massachusetts business trust having a place of business located at 101 Munson Street, Greenfield,...Investment Advisory Agreement • November 3rd, 1997 • Phoenix Investment Trust 97 • Connecticut
Contract Type FiledNovember 3rd, 1997 Company Jurisdiction
DISTRIBUTION AGREEMENT THIS AGREEMENT made as of this 5th day of November, 1997, by and between Phoenix Investment Trust 97, a Massachusetts business trust having a place of business located at 101 Munson Street, Greenfield, Massachusetts (the...Distribution Agreement • November 3rd, 1997 • Phoenix Investment Trust 97 • Massachusetts
Contract Type FiledNovember 3rd, 1997 Company Jurisdiction
Exhibit 9.1Agency and Service Agreement • November 3rd, 1997 • Phoenix Investment Trust 97 • Connecticut
Contract Type FiledNovember 3rd, 1997 Company Jurisdiction
W I T N E S S E T H :Financial Agent Agreement • November 3rd, 1997 • Phoenix Investment Trust 97
Contract Type FiledNovember 3rd, 1997 Company
Exhibit 8.1 Custodian Contract CUSTODIAN CONTRACT Between EACH OF THE PARTIES LISTED ON APPENDIX 1 and STATE STREET BANK AND TRUST COMPANYMaster Custodian Contract • November 3rd, 1997 • Phoenix Investment Trust 97 • London
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INITIAL CAPITAL AGREEMENTInitial Capital Agreement • November 3rd, 1997 • Phoenix Investment Trust 97
Contract Type FiledNovember 3rd, 1997 CompanyPhoenix Investment Trust 97 (the "Trust") proposes to issue and sell shares of beneficial interest of its Series (the "Shares") pursuant to a registration statement on Form N-1A (the "Registration Statement") filed with the Securities and Exchange Commission. The undersigned hereby offers to purchase such number of Shares contemporaneous with the effective date of the Registration Statement (or such earlier date as may be agreed upon) required in order to provide the Trust with a net worth of at least $100,000 as required by Section 14 of the Investment Company Act of 1940, as amended.
PHOENIX INVESTMENT TRUST 97 (the "Fund") CLASS B SHARES DISTRIBUTION PLAN PURSUANT TO RULE 12b-1 under the INVESTMENT COMPANY ACT OF 1940Phoenix Investment Trust 97 • November 3rd, 1997
Company FiledNovember 3rd, 1997
PHOENIX INVESTMENT TRUST 97 (the "Fund") CLASS C SHARES DISTRIBUTION PLAN PURSUANT TO RULE 12b-1 under the INVESTMENT COMPANY ACT OF 1940Phoenix Investment Trust • November 3rd, 1997 • Phoenix Investment Trust 97
Contract Type FiledNovember 3rd, 1997 Company
PHOENIX INVESTMENT TRUST 97 (the "Fund") CLASS A SHARES DISTRIBUTION PLAN PURSUANT TO RULE 12b-1 under the INVESTMENT COMPANY ACT OF 1940Phoenix Investment Trust • November 3rd, 1997 • Phoenix Investment Trust 97
Contract Type FiledNovember 3rd, 1997 Company