Delegation AmendmentTransfer Agency Agreement • October 23rd, 2002 • Sa Funds Investment Trust
Contract Type FiledOctober 23rd, 2002 CompanySA Funds-Investment Trust (the “Fund”) and State Street Bank and Trust Company (the “Transfer Agent”) are parties to an agreement dated as of July 15, 1999 (the “Agreement”) under which the Transfer Agent performs certain transfer agency and/or recordkeeping services for the Fund. In connection with the enactment of the USA Patriot Act of 2001 and the regulations promulgated thereunder, (collectively, the “Patriot Act”), the Fund has requested and the Transfer Agent has agreed to amend the Agreement as of the date hereof in the manner set forth below:
SUB-ADMINISTRATION AGREEMENTSub-Administration Agreement • October 23rd, 2002 • Sa Funds Investment Trust • Massachusetts
Contract Type FiledOctober 23rd, 2002 Company JurisdictionAgreement dated as of July 8, 1999, and amended November 20, 2001, among Assante Asset Management Inc. (the “Company”), SA Funds - Investment Trust (the "Trust") and State Street Bank and Trust Company, a Massachusetts trust company (the "Bank").
AMENDMENT No. 1 TOSub-Administration Agreement • October 23rd, 2002 • Sa Funds Investment Trust
Contract Type FiledOctober 23rd, 2002 CompanyAMENDMENT No. 1, made as of this 1st day of January 2002, to the Sub-Administration Agreement dated July 8, 1999, and amended November 20, 2001, among Assante Asset Management Inc. (the “Company”), SA Funds - Investment Trust (the "Trust") and State Street Bank and Trust Company, a Massachusetts trust company (the "Bank").