ADVISERS INVESTMENT TRUST FIFTH AMENDED AND RESTATED AGREEMENT AND DECLARATION OF TRUST MARCH 9, 2023Agreement and Declaration of Trust • July 17th, 2023 • Advisers Investment Trust • Delaware
This FIFTH AMENDED AND RESTATED AGREEMENT AND DECLARATION OF TRUST made this 9th day of March, 2023, by the Trustees hereunder, and by the holders of Shares of beneficial interest to be issued hereunder as hereinafter provided.
AMENDMENT NO. 4 TO AMENDED AND RESTATED TRANSFER AGENCY AND SERVICE AGREEMENTTransfer Agency and Service Agreement • July 17th, 2023 • Advisers Investment Trust • Illinois
This Amendment No. 4 to Amended and Restated Transfer Agency and Service Agreement is entered into as of March 8, 2023 (the “Amendment”), by and between Advisers Investment Trust, a statutory trust organized under the laws of the state of Delaware (the “Trust”), acting on its own behalf and on behalf of each of its series managed by Vontobel Asset Management, Inc., listed in Schedule A to the Amended and Restated Transfer Agency and Service Agreement (as defined below), and The Northern Trust Company, an Illinois corporation (the “Transfer Agent”).
FIRST AMENDMENT TO DISTRIBUTION AGREEMENTDistribution Agreement • July 17th, 2023 • Advisers Investment Trust • Delaware
This First Amendment (the “Amendment”) to the Distribution Agreement novated as of September 30, 2021 (the “Agreement”), by and between Advisers Investment Trust (the “Trust”), a Delaware statutory trust, on behalf of the Funds Advised by Vontobel Asset Management, Inc. as listed on Exhibit A on the Agreement and Foreside Financial Services, LLC (formerly BHIL Distributors, LLC), a Delaware limited liability company (“Foreside”) is entered into as of August 30, 2023 (the “Effective Date”).
AMENDMENT TO AMENDED AND RESTATED FUND ADMINISTRATION AND ACCOUNTING SERVICES AGREEMENTFund Administration and Accounting Services Agreement • July 17th, 2023 • Advisers Investment Trust • Illinois
This Amendment is entered into as of [ ], 2023 (the “Amendment”), by and between Advisers Investment Trust, a statutory trust organized under the laws of the state of Delaware (the “Trust”), on behalf of the series managed by Vontobel Asset Management, Inc. and The Northern Trust Company (“Northern”), an Illinois corporation.
AMENDMENT TO AMENDED AND RESTATED TRANSFER AGENCY AND SERVICE AGREEMENTTransfer Agency and Service Agreement • July 17th, 2023 • Advisers Investment Trust • Illinois
This Amendment is entered into as of [ ], 2023 (the “Amendment”), by and between Advisers Investment Trust, a statutory trust organized under the laws of the state of Delaware (the “Trust”), acting on its own behalf and on behalf of each of its series managed by Vontobel Asset Management, Inc., listed in Schedule A to the Transfer Agency Agreement, and The Northern Trust Company, an Illinois corporation (the “Transfer Agent”).
THIRD AMENDMENT TO SECOND AMENDED AND RESTATED SERVICES AGREEMENT FOR TRUST AND REGULATORY GOVERNANCEServices Agreement • July 17th, 2023 • Advisers Investment Trust • Delaware
This Third Amendment (the “Amendment”) to the Second Amended and Restated Services Agreement for Trust and Regulatory Governance dated as of September 20, 2018 (the “Agreement”), by and between Advisers Investment Trust (the ‘‘Trust”) and Foreside Fund Officer Services, LLC {“Foreside”), is entered into as of , 2023 (the “Effective Date”).
AMENDMENT TO AMENDED AND RESTATED CUSTODY AGREEMENTCustody Agreement • July 17th, 2023 • Advisers Investment Trust • Illinois
This Amendment is entered into as of [ ], 2023 (the “Amendment”), by and between Advisers Investment Trust, a statutory trust organized under the laws of the state of Delaware (the “Trust”), on behalf of the series managed by Vontobel Asset Management, Inc. and The Northern Trust Company, an Illinois corporation (the “Custodian”).
