SECOND AMENDMENT TO SCHEDULE A of ADMINISTRATION AGREEMENTAdministration Agreement • April 28th, 2008 • Phoenix Insight Funds Trust
THIS AMENDMENT made effective as of the 24th day of September, 2007 amends that certain administration agreement, dated as of July 1, 2006, as amended June 27, 2007, between the trusts listed on Schedule A (each, a “Trust” and together the “Trusts”) including the funds listed under each Trust (each, a “Fund” and together the “Funds”) and Phoenix Equity Planning Corporation, a Connecticut Corporation (the “Administration Agreement”) as herein below provided.
PHOENIX EQUITY PLANNING CORPORATION Hartford, CT 06115-0480Sales Agreement • April 28th, 2008 • Phoenix Insight Funds Trust • Connecticut
Phoenix Equity Planning Corporation (“PEPCO”, “we”, “us”, or “our”) invites you to participate in the sale and distribution of shares of registered investment companies (which shall collectively be referred to hereinafter as the “Funds”) for which we are national distributor or principal underwriter, and which may be listed in Annex A hereto which such Annex may be amended by us from time to time. Upon acceptance of this agreement by PEPCO, you may offer and sell shares of each of the Funds (hereafter “Shares”) subject, however, to the terms and conditions hereof including our right to suspend or cease the sale of such shares. For the purposes hereof, the above referenced dealer shall be referred to as “you”.
FOURTH AMENDMENT TO SCHEDULE A of ADMINISTRATION AGREEMENTAdministration Agreement • April 28th, 2008 • Phoenix Insight Funds Trust
THIS AMENDMENT made effective as of the 31st day of January, 2008 amends that certain administration agreement, dated as of July 1, 2006, as amended November 15, 2007 and whose Schedule A was amended on June 27, 2007, September 24, 2007 and October 1, 2007, between the trusts listed on Schedule A (each, a “Trust” and together the “Trusts”) including the funds listed under each Trust (each, a “Fund” and together the “Funds”) and Phoenix Equity Planning Corporation, a Connecticut Corporation (the “Administration Agreement”) as herein below provided.
AMENDMENT TO SUB-TRANSFER AGENCY AND SERVICE AGREEMENT BETWEEN PHOENIX EQUITY PLANNING CORPORATION AND BOSTON FINANCIAL DATA SERVICES, INC.Sub-Transfer Agency and Service Agreement • April 28th, 2008 • Phoenix Insight Funds Trust
This Amendment is made as of this 1st day of July 2006 between Phoenix Equity Planning Corporation (the “Transfer Agent”) and Boston Financial Data Services, Inc. (the “Sub-Transfer Agent”). In accordance with Article 3 (Fees and Expenses), Article 15.1 (Amendment) and Article 16 (Additional Funds) of the Sub-Transfer Agency and Service Agreement between the Transfer Agent and Sub-Transfer Agent dated as of January 1, 2005 (the “Agreement”), the parties desire to amend the Agreement as set forth herein.
FIFTH AMENDMENT TO SCHEDULE A of ADMINISTRATION AGREEMENTAdministration Agreement • April 28th, 2008 • Phoenix Insight Funds Trust
THIS AMENDMENT made effective as of the 10th day of March, 2008 amends that certain administration agreement, dated as of July 1, 2006, as amended November 15, 2007 and whose Schedule A was amended on June 27, 2007, September 24, 2007, October 1, 2007 and January 31, 2008, between the trusts listed on Schedule A (each, a “Trust” and together the “Trusts”) including the funds listed under each Trust (each, a “Fund” and together the “Funds”) and Phoenix Equity Planning Corporation, a Connecticut Corporation (the “Administration Agreement”) as herein below provided.
FIRST AMENDMENT to ADMINISTRATION AGREEMENTAdministration Agreement • April 28th, 2008 • Phoenix Insight Funds Trust
THIS AMENDMENT made effective as of the 15th day of November, 2007 amends that certain administration agreement, dated as of July 1, 2006 between the trusts listed on Schedule A (each, a “Trust” and together the “Trusts”) including the funds listed under each Trust (each, a “Fund” and together the “Funds”) and Phoenix Equity Planning Corporation, a Connecticut Corporation (the “Administration Agreement”) as herein below provided.
FEE WAIVER AGREEMENT PHOENIX INSIGHT FUNDS TRUSTFee Waiver Agreement • April 28th, 2008 • Phoenix Insight Funds Trust • Massachusetts
This Fee Waiver Agreement (the “Agreement”) is effective as of May 1, 2007 by and between Phoenix Insight Funds Trust, a Massachusetts business trust (the “Registrant”), on behalf of the series of the Registrant listed in Appendix A (each a “Fund” and collectively, the “Funds”), and the Distributor of the Fund, Phoenix Equity Planning Corporation, a Connecticut Corporation (the “Distributor”) for the Exchange Class shares of the Fund.
SECOND AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENT PHOENIX INSIGHT FUNDS TRUSTExpense Limitation Agreement • April 28th, 2008 • Phoenix Insight Funds Trust • Massachusetts
This Second Amended and Restated Expense Limitation Agreement (the “Agreement”) effective as of August 23, 2007 amends that certain Expense Limitation Agreement effective as of May 18, 2006, as amended and restated also effective as of May 18, 2006, and that certain Expense Limitation Agreement effective as of October 1, 2006 by and between Phoenix Insight Funds Trust, a Massachusetts business trust (the “Registrant”), on behalf of each series of the Registrant listed in Appendix A (each a “Fund” and collectively, the “Funds”) and the Adviser of each of the Funds, Phoenix Investment Counsel, Inc., a Massachusetts corporation (the “Adviser”).
FEE WAIVER AGREEMENT PHOENIX INSIGHT FUNDS TRUSTFee Waiver Agreement • April 28th, 2008 • Phoenix Insight Funds Trust • Massachusetts
This Fee Waiver Agreement (the “Agreement”) is effective as of May 1, 2007 by and between Phoenix Insight Funds Trust, a Massachusetts business trust (the “Registrant”), on behalf of the series of the Registrant listed in Appendix A (each a “Fund” and collectively, the “Funds”), and the Distributor of the Fund, Phoenix Equity Planning Corporation, a Connecticut Corporation (the “Distributor”) for the Class I shares of the Fund.
THIRD AMENDMENT TO SCHEDULE A of ADMINISTRATION AGREEMENTAdministration Agreement • April 28th, 2008 • Phoenix Insight Funds Trust
THIS AMENDMENT made effective as of the 1st day of October, 2007 amends that certain administration agreement, dated as of July 1, 2006, as amended November 15, 2007 and whose Schedule A was amended on June 27, 2007 and September 24, 2007, between the trusts listed on Schedule A (each, a “Trust” and together the “Trusts”) including the funds listed under each Trust (each, a “Fund” and together the “Funds”) and Phoenix Equity Planning Corporation, a Connecticut Corporation (the “Administration Agreement”) as herein below provided.
