FORM OF MASTER CUSTODIAN AGREEMENTMaster Custodian Agreement • December 21st, 2005 • AARP Portfolios • Massachusetts
FORM OF ADMINISTRATION AGREEMENT AARP PORTFOLIOSAdministration Agreement • December 21st, 2005 • AARP Portfolios • Delaware
This Administration Agreement (“Agreement”), dated and effective as of , , is by and between AARP Financial Incorporated (“Administrator”), a Delaware corporation, and AARP Portfolios (“Trust”), a Delaware statutory trust.
FORM OF INVESTMENT ADVISORY AGREEMENT AARP PORTFOLIOSInvestment Advisory Agreement • December 21st, 2005 • AARP Portfolios • Delaware
AGREEMENT, dated and effective as of , , by and between AARP Portfolios (“Trust”), a Delaware statutory trust, and AARP Financial Incorporated (“Adviser”), a Delaware corporation.
FORM OF INVESTMENT SUB-ADVISORY AGREEMENT AARP PORTFOLIOSInvestment Sub-Advisory Agreement • December 21st, 2005 • AARP Portfolios • Delaware
AGREEMENT, dated and effective as of , 2005, by and among AARP Portfolios (“Trust”), a Delaware statutory trust, AARP Financial Incorporated (“Adviser”), a Delaware corporation, and SSgA Funds Management, Inc., a Massachusetts corporation.
FORM OF PLACEMENT AGENCY AGREEMENT AARP PORTFOLIOSPlacement Agency Agreement • December 21st, 2005 • AARP Portfolios • Delaware
This Placement Agency Agreement (“Agreement”), dated and effective as of [ , , ], by and between AARP Portfolios, an open-end, management investment company organized as a statutory trust under the laws of the State of Delaware, having its principal place of business at Two Highwood Drive, 2nd Floor, Tewksbury MA 01876 (“Trust”), and ALPS Distributors, Inc., a Colorado corporation and a registered broker-dealer under the Securities Exchange Act of 1934, having its principal place of business at 1625 Broadway, Suite 2200, Denver, Colorado 80202 (“Placement Agent”).
