0001193125-16-559102 Sample Contracts

PENN SERIES FUNDS, INC. FORM OF AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT
Investment Sub-Advisory Agreement • April 27th, 2016 • Penn Series Funds Inc

Amendment dated as of May 14, 2015 to the Investment Sub-Advisory Agreement (the “Agreement”) dated as of May 1, 2013, between Independence Capital Management, Inc. (the “Adviser”) and Massachusetts Financial Services Company (the “Sub-Adviser”).

AutoNDA by SimpleDocs
AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT
Investment Sub-Advisory Agreement • April 27th, 2016 • Penn Series Funds Inc

Amendment dated as of February 26, 2004 to the Investment Sub-Advisory Agreement dated as of May 1, 1998, between Independence Capital Management, Inc. (the “Adviser”) and Vontobel Asset Management, Inc. (formerly Vontobel USA Inc.) (the “Sub-Adviser”) with respect to the International Equity Fund (the “Fund”), a portfolio of the Penn Series Funds, Inc.

PENN SERIES FUNDS, INC. FORM OF AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT
Investment Sub-Advisory Agreement • April 27th, 2016 • Penn Series Funds Inc

Amendment dated as of May 14, 2015 to the Investment Sub-Advisory Agreement (the “Agreement”) dated as of May 1, 2014, between Independence Capital Management, Inc. (the “Adviser”) and Ivy Investment Management Company (the “Sub-Adviser”).

PENN SERIES FUNDS, INC. FORM OF AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT
Investment Sub-Advisory Agreement • April 27th, 2016 • Penn Series Funds Inc

Amendment dated as of May 14, 2015 to the Investment Sub-Advisory Agreement (the “Agreement”) dated as of August 22, 2008, between Independence Capital Management, Inc. (the “Adviser”) and Eaton Vance Management (the “Sub-Adviser”).

PENN SERIES FUNDS, INC. FORM OF AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT
Investment Sub-Advisory Agreement • April 27th, 2016 • Penn Series Funds Inc

Amendment dated as of May 14, 2015 to the Investment Sub-Advisory Agreement (the “Agreement”) dated as of May 1, 2010, between Independence Capital Management, Inc. (the “Adviser”) and Morgan Stanley Investment Management Inc. (the “Sub-Adviser”).

PENN SERIES FUNDS, INC. FORM OF AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT
Investment Sub-Advisory Agreement • April 27th, 2016 • Penn Series Funds Inc

Amendment dated as of May 14, 2015 to the Investment Sub-Advisory Agreement (the “Agreement”) dated as of August 22, 2008, between Independence Capital Management, Inc. (the “Adviser”) and SSgA Funds Management, Inc. (the “Sub-Adviser”).

PENN SERIES FUNDS, INC. FORM OF AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT
Investment Sub-Advisory Agreement • April 27th, 2016 • Penn Series Funds Inc

Amendment dated as of May 14, 2015 to the Investment Sub-Advisory Agreement (the “Agreement”) dated as of May 1, 2013, between Independence Capital Management, Inc. (the “Adviser”) and American Century Investment Management, Inc. (the “Sub-Adviser”).

PENN SERIES FUNDS, INC. SECOND AMENDED AND RESTATED EXPENSE WAIVER REIMBURSEMENT AGREEMENT
Expense Waiver Reimbursement Agreement • April 27th, 2016 • Penn Series Funds Inc

AGREEMENT made as of January 1, 2016, by and among the Penn Series Funds, Inc., a Maryland corporation (the “Company”), on behalf of its series, the Money Market Fund (the “Fund”), Penn Mutual Asset Management, Inc., a Pennsylvania corporation (“PMAM”), and The Penn Mutual Life Insurance Company, a Pennsylvania mutual life insurance company (“Penn Mutual”).

PENN SERIES FUNDS, INC. FORM OF AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT
Investment Sub-Advisory Agreement • April 27th, 2016 • Penn Series Funds Inc

Amendment dated as of May 14, 2015 to the Investment Sub-Advisory Agreement (the “Agreement”) dated as of May 1, 2009, between Independence Capital Management, Inc. (the “Adviser”) and Neuberger Berman Management LLC (the “Sub-Adviser”).

AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT
Investment Sub-Advisory Agreement • April 27th, 2016 • Penn Series Funds Inc

Amendment dated as of May 16, 2013 to the Amended and Restated Investment Sub-Advisory Agreement dated as of August 1, 2004, and amended September 5, 2012 (the “Agreement”), between Independence Capital Management, Inc. (the “Adviser”) and T. Rowe Price Associates, Inc. (the “Sub-Adviser”) with respect to the Flexibly Managed Fund, High Yield Bond Fund and Large Growth Stock Fund (each, a “Fund” and, together, the “Funds”), each a portfolio of the Penn Series Funds, Inc.

PENN SERIES FUNDS, INC. FORM OF AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT
Investment Sub-Advisory Agreement • April 27th, 2016 • Penn Series Funds Inc

Amendment dated as of May 14, 2015 to the Investment Sub-Advisory Agreement (the “Agreement”) dated as of August 1, 2004, as amended as of September 5, 2012, between Independence Capital Management, Inc. (the “Adviser”) and T. Rowe Price Associates, Inc. (the “Sub-Adviser”).

PENN SERIES FUNDS, INC. FORM OF AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT
Investment Sub-Advisory Agreement • April 27th, 2016 • Penn Series Funds Inc

Amendment dated as of May 14, 2015 to the Investment Sub-Advisory Agreement (the “Agreement”) dated as of May 1, 2013, between Independence Capital Management, Inc. (the “Adviser”) and Loomis, Sayles & Company, L.P. (the “Sub-Adviser”).

PENN SERIES FUNDS, INC. SECOND AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENT
Expense Limitation Agreement • April 27th, 2016 • Penn Series Funds Inc

This Agreement, dated as of January 1, 2016, is made and entered into by and among Penn Mutual Asset Management, Inc. (the “Adviser”), The Penn Mutual Life Insurance Company (“Penn Mutual”), and Penn Series Funds, Inc. (the “Company”), on behalf of each portfolio of the Company listed on SCHEDULE A attached hereto, as may be amended from time to time (each, a “Fund” and, collectively, the “Funds”).

PENN SERIES FUNDS, INC. FORM OF AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT
Investment Sub-Advisory Agreement • April 27th, 2016 • Penn Series Funds Inc

Amendment dated as of May 14, 2015 to the Investment Sub-Advisory Agreement (the “Agreement”) dated as of August 22, 2008, between Independence Capital Management, Inc. (the “Adviser”) and Wells Capital Management Incorporated (the “Sub-Adviser”).

PENN SERIES FUNDS, INC. FORM OF AMENDMENT TO INVESTMENT ADVISORY AGREEMENT
Investment Advisory Agreement • April 27th, 2016 • Penn Series Funds Inc

Amendment dated as of May 14, 2015 to the Investment Advisory Agreement (the “Agreement”) dated as of May 1, 2000, as amended as of May 1, 2002, August 22, 2008, December 15, 2010, and May 1, 2014, between Penn Series Funds, Inc. (“Penn Series”) and Independence Capital Management, Inc. (the “Adviser”).

PENN SERIES FUNDS, INC. FORM OF AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT
Investment Sub-Advisory Agreement • April 27th, 2016 • Penn Series Funds Inc

Amendment dated as of November 16, 2015 to the Investment Sub-Advisory Agreement (the “Agreement”) dated as of May 1, 2009 and as amended as of May 14, 2015 between Penn Mutual Asset Management, Inc. (the “Adviser”) and Neuberger Berman Management LLC (the “Sub-Adviser”).

PENN SERIES FUNDS, INC. FORM OF AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT
Investment Sub-Advisory Agreement • April 27th, 2016 • Penn Series Funds Inc

Amendment dated as of May 14, 2015 to the Investment Sub-Advisory Agreement (the “Agreement”) dated as of August 22, 2008, as amended as of November 17, 2011, between Independence Capital Management, Inc. (the “Adviser”) and AllianceBernstein L.P. (the “Sub-Adviser”).

PENN SERIES FUNDS, INC. FORM OF AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT
Investment Sub-Advisory Agreement • April 27th, 2016 • Penn Series Funds Inc

Amendment dated as of May 14, 2015 to the Investment Sub-Advisory Agreement (the “Agreement”) dated as of August 1, 2004, between Independence Capital Management, Inc. (the “Adviser”) and Goldman Sachs Asset Management, L.P. (the “Sub-Adviser”).

PENN SERIES FUNDS, INC. FORM OF AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT
Investment Sub-Advisory Agreement • April 27th, 2016 • Penn Series Funds Inc

Amendment dated as of May 14, 2015 to the Investment Sub-Advisory Agreement (the “Agreement”) dated as of May 1, 2013, between Independence Capital Management, Inc. (the “Adviser”) and Janus Capital Management LLC (the “Sub-Adviser”).

PENN SERIES FUNDS, INC. FORM OF AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT
Investment Sub-Advisory Agreement • April 27th, 2016 • Penn Series Funds Inc

Amendment dated as of May 14, 2015 to the Investment Sub-Advisory Agreement (the “Agreement”) dated as of May 1, 1998, as amended as of September 7, 2006, between Independence Capital Management, Inc. (the “Adviser”) and Vontobel Asset Management, Inc. (the “Sub-Adviser”).

PENN SERIES FUNDS, INC. FORM OF AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT
Investment Sub-Advisory Agreement • April 27th, 2016 • Penn Series Funds Inc

Amendment dated as of May 14, 2015 to the Investment Sub-Advisory Agreement (the “Agreement”) dated as of May 1, 2011, between Independence Capital Management, Inc. (the “Adviser”) and Cohen & Steers Capital Management, Inc. (the “Sub-Adviser”).

Draft better contracts in just 5 minutes Get the weekly Law Insider newsletter packed with expert videos, webinars, ebooks, and more!