Capstone Asset Planning Company DEALER AND SELLING GROUP AGREEMENT Ladies and Gentlemen:Dealer and Selling Group Agreement • August 26th, 2016 • Steward Funds, Inc. • Texas
As the distributor of the shares (“Shares”) of each investment company portfolio (“Fund”) of the investment company or companies covered hereunder (each a, “Company”), as listed in Appendix A which may be amended by us from time to time, Capstone Asset Planning Company (“Distributor”) hereby invites you to participate in the selling group on the following terms and conditions. In this letter, the terms "we," "us," and similar words refer to the Distributor, and the terms "you," "your," and similar words refer to the dealer executing this agreement, including its associated persons.
COMPLIANCE SERVICES AGREEMENTCompliance Services Agreement • August 26th, 2016 • Steward Funds, Inc.
AGREEMENT dated as of April 1, 2016 (the “Effective Date”) among Capstone Church Capital Fund (the “Church Fund”), a statutory trust organized under the laws of Delaware, Capstone Series Fund, Inc. (“CSF”), a corporation organized under the laws of Maryland, Steward Funds, Inc. (“Steward Funds”; together with the Church Fund and CSF, the “Funds”), a corporation organized under the laws of Maryland, CFS consulting services, LLC (“CFS”), a limited liability company organized under the laws of Texas, and Cipperman Compliance Services, LLC (“CCS”), a Pennsylvania limited liability company.
INDEPENDENT CONTRACTOR AGREEMENTIndependent Contractor Agreement • August 26th, 2016 • Steward Funds, Inc. • Delaware
This Independent Contractor Agreement (“Agreement”) is made and entered into as of the 1st day of April, 2016 (“Effective Date”), by and between STEWARD FUNDS, INC, a Maryland corporation, CAPSTONE SERIES FUND, INC, a Maryland corporation, CAPSTONE CHURCH CAPITAL FUND, a Delaware statutory trust, and CFS CONSULTING SERVICES, LLC a Texas Limited Liability Company each having its principal place of business in Houston, Texas (collectively “Company”) and RICHARD A. NUNN, an individual residing at 5111 Briarbend Drive, Houston, Texas (“Contractor”).
STEWARD FUNDS, INC. MASTER SERVICES AGREEMENTMaster Services Agreement • August 26th, 2016 • Steward Funds, Inc.
AMENDMENT made as of April 1, 2015, between Steward Funds. Inc. (f/k/a/Capstone Christian Values Funds, Inc.) (the “Client”) and Citi Fund Services Ohio, Inc. (“Service Provider”), to that certain Master Services Agreement, dated May 24, 2004, between the Client and Service Provider (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.
