AMENDMENT TO THE GLOBAL CUSTODIAL SERVICES AGREEMENTGlobal Custodial Services Agreement • September 4th, 2019 • Boston Trust Walden Funds
THIS AMENDMENT made as of September 4, 2019 (“Amendment”) to that certain Global Custodial Services Agreement dated as of June 9, 2015 (“Agreement”), by and between The Boston Trust & Walden Funds (“Trust”) organized under the laws of Massachusetts on behalf of each series of the Trust listed on Schedule A of the Agreement as amended from time to time (each, a “Fund” and with the Trust collectively, the “Client”) and Citibank, N.A. acting through its offices located in New York (“Custodian”, and with the Client, referred to herein individually as “Party” and collectively as “Parties”). All capitalized terms used but not defined herein shall have the meaning given to them in the Agreement.
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • September 4th, 2019 • Boston Trust Walden Funds
AMENDMENT made as of August 14, 2019, between The Boston Trust & Walden Funds (formerly, The Boston Trust & Walden Funds), 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 (the “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 CUSTODY AGREEMENTCustody Agreement • September 4th, 2019 • Boston Trust Walden Funds
This AMENDMENT (the “Amendment”) is made as of the Effective Date below between Boston Trust & Investment Management Company (formerly United States Trust Company), a banking and trust company organized under the laws of the Commonwealth of Massachusetts (the “Custodian”) and The Boston Trust & Walden Funds (formerly The Coventry Group), a business trust organized under the laws of the Commonwealth of Massachusetts (the “Trust”), and is made to the Custody Agreement, as amended and restated on March 23, 1999, between the Custodian and Trust as amended by Amendments dated May 24, 2012, December 6, 2012, March 16, 2016 (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 • September 4th, 2019 • Boston Trust Walden Funds
This AMENDMENT (the “Amendment”) is made as of the Effective Date below between Boston Trust & Investment Management Company, The Boston Trust & Walden Funds (formerly known as the Coventry Group) (collectively, the “Clients”) and FIS Investor Services LLC, a Delaware limited liability company formerly known as SunGard Investor Services LLC (assignee of Citi Fund Services Ohio, Inc. (“Citi Fund”) (“FIS”), and is made to the Sub-Transfer Agency Services Agreement, as amended and restated on February 24, 2010, between the Clients and FIS as amended by Amendments dated July 26, 2010, December 21, 2010, August l , 2011, June 28, 2012, October l , 2012, May 20, 2015, and March 29, 2019, and assigned by Citi Fund to FIS on February 13, 2015 (the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement. For the avoidance of any doubt, references in the Agreement to “Citi” shall be deemed references to FIS.
AMENDMENT TO THE SERVICES AGREEMENTServices Agreement • September 4th, 2019 • Boston Trust Walden Funds
THIS AMENDMENT made as of September 4, 2019 (“Amendment”) to that certain Services Agreement dated as of June 30, 2016 (“Agreement”), by and between Boston Trust & Walden Funds, a Massachusetts business trust (“Client”) and Citi Fund Services Ohio, Inc. (“Service Provider” and, with the Client, referred to herein individually as “Party” and collectively as “Parties”). All capitalized terms used but not defined herein shall have the meaning given to them in the Agreement.
AMENDMENT TO THE CCO AGREEMENTCco Agreement • September 4th, 2019 • Boston Trust Walden Funds
THIS AMENDMENT made as of September 4, 2019 (“Amendment”) to that certain CCO Agreement dated as of June 30, 2016 (“Agreement”), by and between Boston Trust & Walden Funds, a Massachusetts business trust (“Client”) and Citi Fund Services Ohio, Inc. (“Service Provider” and, with the Client, referred to herein individually as “Party” and collectively as “Parties”). All capitalized terms used but not defined herein shall have the meaning given to them in the Agreement.
FIRST AMENDMENT TO DISTRIBUTION AGREEMENTDistribution Agreement • September 4th, 2019 • Boston Trust Walden Funds • Delaware
This First Amendment (“Amendment”) to the Distribution Agreement (the “Agreement”) dated as of May 31, 2017 by and between The Boston Trust & Walden Funds n/k/a Boston Trust Walden Funds ( “Fund Company”) and BHIL Distributors, LLC n/k/a Foreside Financial Services, LLC (“Foreside”) is entered into as of September 4, 2019 (the “Effective Date”).
AMENDMENT TO EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • September 4th, 2019 • Boston Trust Walden Funds
AMENDMENT made as of August 14, 2019, between The Boston Trust & Walden Funds (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 (the “Agreement”), dated February 26, 2019, 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 TRANSFER AGENCY AGREEMENTTransfer Agency Agreement • September 4th, 2019 • Boston Trust Walden Funds
This AMENDMENT (the “Amendment”) is made as of the Effective Date below between Boston Trust & Investment Management Company (formerly United States Trust Company), a banking and trust company organized under the laws of the Commonwealth of Massachusetts (the “Transfer Agent”) and The Boston Trust & Walden Funds (formerly The Coventry Group), a business trust organized under the laws of the Commonwealth of Massachusetts (the “Trust”), and is made to the Transfer Agency Agreement, as amended and restated on March 23, 1999, between the Transfer Agent and Trust as amended by Amendments dated August 16, 2001, May 24, 2012, December 6, 2012, June 9, 2015 (the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
