AMENDED & RESTATED APPENDIX A TO THE ADMINISTRATIVE AND SHAREHOLDER SERVICING AGREEMENTAppendix to the Administrative and Shareholder Servicing Agreement • August 31st, 2020 • Invested Portfolios
This Amended and Restated Appendix A, as amended August 12, 2020 (“Appendix A”), to the Administrative and Shareholder and Servicing Agreement dated April 30, 2009 and amended May 22, 2012 (the “Agreement”), is effective as of August 12, 2020, and supersedes any prior Appendix A to the Agreement.
AMENDED AND RESTATED SCHEDULE A TO THE MASTER INTERFUND LENDING AGREEMENTMaster Interfund Lending Agreement • August 31st, 2020 • Invested Portfolios
This Amended and Restated Schedule A, as amended August 12, 2020 (“Schedule A”), to the Master Interfund Lending Agreement dated August 13, 2014 (the “Agreement”), is effective as of August 12, 2020, and supersedes any prior Schedule A to the Agreement.
AMENDED & RESTATED APPENDIX A TO THE ACCOUNTING SERVICES AGREEMENTAccounting Services Agreement • August 31st, 2020 • Invested Portfolios
This Amended and Restated Appendix A, as amended August 12, 2020 (“Appendix A”), to the Accounting Services Agreement dated April 30, 2009, (the “Agreement”), is effective as of August 12, 2020, and supersedes any prior Appendix A to the Agreement.
UNDERWRITING AGREEMENTUnderwriting Agreement • August 31st, 2020 • Invested Portfolios • Kansas
THIS AGREEMENT, made as of September,1, 2020, is entered into by and between InvestEd Portfolios (hereinafter the “Trust”), a Delaware statutory trust, on behalf of each series of the Trust listed on the attached Appendix A (each a “Fund” and collectively, the “Funds”) and Ivy Distributors, Inc. (hereinafter “IDI”), a Florida corporation.
AMENDED AND RESTATED APPENDIX A TO THE INVESTMENT MANAGEMENT AGREEMENTInvestment Management Agreement • August 31st, 2020 • Invested Portfolios
This Amended and Restated Appendix A, as amended August 12, 2020 (“Appendix A”), to the Investment Management Agreement dated October 1, 2016, (the “Agreement”), is effective as of August 12, 2020, and supersedes any prior Appendix A to the Agreement.
AMENDED AND RESTATED APPENDIX B TO THE INVESTMENT MANAGEMENT AGREEMENTInvestment Management Agreement • August 31st, 2020 • Invested Portfolios
This Amended and Restated Appendix B, as amended August 12, 2020 (“Appendix B”), to the Investment Management Agreement dated October 1, 2016, (the “Agreement”), is effective as of August 12, 2020, and supersedes any prior Appendix B to the Agreement.
AMENDED & RESTATED SCHEDULE I TO THE CUSTODY AGREEMENTCustody Agreement • August 31st, 2020 • Invested Portfolios
This Amended and Restated Schedule I, as amended August 12, 2020 (“Schedule I”), to the Custody Agreement dated March 9, 2012, (the “Agreement”), is effective as of August 12, 2020, and supersedes any prior Schedule I to the Agreement.
AMENDED & RESTATED ANNEX I TO THE FOREIGN CUSTODY MANAGER AGREEMENTForeign Custody Manager Agreement • August 31st, 2020 • Invested Portfolios
This Amended and Restated Annex I, as amended August 12, 2020 (“Annex I”), to the Foreign Custody Manager Agreement dated March 9, 2012, (the “Agreement”), is effective as of August 12, 2020, and supersedes any prior Annex I to the Agreement.
AMENDED AND RESTATED SCHEDULE B TO THE MASTER INTERFUND LENDING AGREEMENTSchedule B to the Master Interfund Lending Agreement • August 31st, 2020 • Invested Portfolios
This Amended and Restated Schedule B, as amended August 12, 2020 (“Schedule B”), to the Master Interfund Lending Agreement dated August 13, 2014 (the “Agreement”), is effective as of August 12, 2020, and supersedes any prior Schedule B to the Agreement.
