AMENDMENT TO TRANSFER AGENCY AGREEMENTTransfer Agency Agreement • April 23rd, 2020 • Boston Trust Walden Funds
AMENDMENT made as of December 6, 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.
AMENDMENT TO SUB-TRANSFER AGENCY AGREEMENTSub-Transfer Agency Agreement • April 23rd, 2020 • Boston Trust Walden Funds
AMENDMENT (this “Amendment”) is made as of March 29, 2019 (“Amendment Effective Date”), 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, formerly known as SunGard Investor Services LLC (assignee of Citi Fund Services Ohio, Inc. (“Citi Fund”) (“FIS”), to that certain Sub-Transfer Agency Services Agreement, as amended and restated on February 24, 2010, between Clients and Citi Fund, as amended by Amendments dated July 26, 2010, December 21, 2010, August 1, 2011, June 28, 2012, October 1, 2012 and May 20, 2015, 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, except that all references in the Agreement to “Citi” shall be read as references to “FIS”.
AMENDMENT TO CUSTODY AGREEMENTCustody Agreement • April 23rd, 2020 • Boston Trust Walden Funds
AMENDMENT made as of December 6, 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.
AMENDMENT TO TRANSFER AGENCY AGREEMENTTransfer Agency Agreement • April 23rd, 2020 • Boston Trust Walden Funds
AMENDMENT made as of June 9, 2015, 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.
