AMENDMENT TO CUSTODY AGREEMENTCustody Agreement • July 27th, 2012 • Boston Trust & Walden Funds
AMENDMENT made as of May 24, 2012, between The Boston Trust & Walden Funds (formerly, The Coventry Group), a Massachusetts business trust (the “Trust”) and Boston Trust & Investment Management Company (formerly, United States Trust Company), a Massachusetts chartered banking and trust company (“Custodian”), to that certain Custody Agreement, dated as of March 23, 1999, as amended, between the Trust and the Custodian. All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
UNDERWRITING AGREEMENTUnderwriting Agreement • July 27th, 2012 • Boston Trust & Walden Funds • Ohio
This Agreement made as of August 1, 2012 by and between The Boston Trust & Walden Funds (the “Trust”), a Massachusetts business trust and an open-end registered investment company, BHIL Distributors, Inc., an Ohio corporation (“Underwriter”) and Boston Trust Investment Management, Inc., a Massachusetts corporation (the “Investment Adviser”).
AMENDMENT TO EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • July 27th, 2012 • Boston Trust & Walden Funds
AMENDMENT made as of May 24, 2012, between The Boston Trust & Walden Funds (formerly, The Coventry Group), a Massachusetts business trust (the “Trust”) and Boston Trust Investment Management, Inc., a corporation organized under the laws of the Commonwealth of Massachusetts (the “Investment Adviser”), to that certain Expense Limitation Agreement, dated March 13, 2009, as amended, between the Trust and the Investment Adviser. All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • July 27th, 2012 • Boston Trust & Walden Funds
AMENDMENT made as of May 24, 2012, between The Boston Trust & Walden Funds (formerly, The Coventry Group), a Massachusetts business trust (the “Trust”) and Boston Trust Investment Management, Inc., a corporation organized under the laws of the Commonwealth of Massachusetts (the “Investment Adviser”), to that certain Investment Advisory Agreement, dated September 30, 2004, as amended, between the Trust and the Investment Adviser. All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
AMENDMENT TO ADMINISTRATION AGREEMENTAdministration Agreement • July 27th, 2012 • Boston Trust & Walden Funds
AMENDMENT made as of the 1st day of March, 2012 and effective as of the dates set forth below, between The Boston Trust & Walden Funds (formerly known as The Coventry Group), a Massachusetts business trust (the “Trust”) and Citi Fund Services Ohio, Inc., an Ohio corporation, formerly known as BISYS Fund Services Ohio, Inc. (“Citi” or the “Administrator”), to that certain Administration Agreement, dated March 23, 1999, between the Trust and Citi (as in effect on the date hereof, the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
AMENDMENT TO SUB-TRANSFER AGENCY AGREEMENTSub-Transfer Agency Agreement • July 27th, 2012 • Boston Trust & Walden Funds
AMENDMENT made as of April 2, 2012, by and among Boston Trust & Investment Management Company, a state chartered bank of the Commonwealth of Massachusetts (the “Company”), The Boston Trust & Walden Funds (formerly known as The Coventry Group), a Massachusetts business trust (the “Trust”) and Citi Fund Services Ohio, Inc., an Ohio corporation (“Citi”), to that certain Sub-Transfer Agency Agreement, as amended and restated on February 24, 2010, among the Company, the Trust and Citi (as amended and in effect on the date hereof, the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
AMENDMENT TO TRANSFER AGENCY AGREEMENTTransfer Agency Agreement • July 27th, 2012 • Boston Trust & Walden Funds
AMENDMENT made as of May 24, 2012, between The Boston Trust & Walden Funds (formerly, The Coventry Group), a Massachusetts business trust (the “Trust”) and Boston Trust & Investment Management Company (formerly, United States Trust Company of Boston), a Massachusetts chartered banking and trust company (“Transfer Agent”), to that certain Transfer Agency Agreement, dated as of March 23, 1999, as amended, between the Trust and the Transfer Agent. All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
