CUSTODY AGREEMENTCustody Agreement • October 31st, 2024 • Upright Investments Trust
THIS CUSTODY AGREEMENT (“Agreement”), dated as of, is entered into by and between THE HUNTINGTON NATIONAL BANK, a national banking association organized under the laws of the United States (the “Custodian” or “Bank”), and Collaborative Investment Series Trust, a statutory trust formed under the laws of the State of Delaware (the “Company”).
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • October 31st, 2024 • Upright Investments Trust
This Investment Advisory and Management Agreement (“Agreement”), is made and entered into this 1st day of October, 2017 by and between Upright Investments Trust, a Delaware Series LLC Corporation (the “Fund”), and Upright Financial Corporation, a New Jersey company (the “Adviser”).
ACCOUNTING SERVICES AGREEMENTAccounting Services Agreement • October 31st, 2024 • Upright Investments Trust
THIS AGREEMENT is made and entered into this 1st day of April, 2023, by and between the Upright Investments Trust (the "Trust"), a Deleware business trust having its principal place of business at 349 Ridgedale Avenue, East Hanover, NJ, 07936, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company ("MSS").
SUBSCRIPTION AGREEMENTSubscription Agreement • October 31st, 2024 • Upright Investments Trust
For and in consideration of the mutual agreements herein contained, Yow Shang David Chiueh, hereinafter referred to as "Subscriber" hereby agrees to purchase from the Upright Growth and Income Fund (the "Fund"), a mutual fund series of the Upright Investments Trust, and Fund agrees to sell to Subscriber 10,000 shares of capital stock of Fund, at the price of $10 per share, upon the following terms and conditions:
SUBSCRIPTION AGREEMENTSubscription Agreement • October 31st, 2024 • Upright Investments Trust
For and in consideration of the mutual agreements herein contained, Yow Shang David Chiueh, hereinafter referred to as "Subscriber" hereby agrees to purchase from the Upright Assets Allocation Plus Fund (the "Fund"), a mutual fund series of the Upright Investments Trust, and Fund agrees to sell to Subscriber 10,000 shares of capital stock of Fund, at the price of $10 per share, upon the following terms and conditions:
