Exhibit (h)(9) Amendment to Sub-Transfer Agency Agreement dated July 26, 2010 AMENDMENT TO SUB-TRANSFER AGENCY AGREEMENTSub-Transfer Agency Agreement • May 18th, 2011 • Coventry Group
AMENDMENT made as of the 26th day of July, 2010, by and among Boston Trust & Investment Management Company, a state chartered bank of the Commonwealth of Massachusetts (the “Company”), The Coventry Group, a Massachusetts business trust (the “Trust”) and Citi Fund Services Ohio, Inc., an Ohio corporation (“Citi”), to that certain Sub-Transfer Agency Agreement, as amended and restated on February 24, 2010, among the Company, the Trust and Citi (as in effect on the date hereof, the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
Exhibit (h)(11) Form of Amendment to Sub-Transfer Agency Agreement dated May 19, 2011 AMENDMENT TO SUB-TRANSFER AGENCY AGREEMENTSub-Transfer Agency Agreement • May 18th, 2011 • Coventry Group
AMENDMENT made as of _________________, 2011, by and among Boston Trust & Investment Management Company, a state chartered bank of the Commonwealth of Massachusetts (the “Company”), Boston Trust & Walden Funds (formerly known as The Coventry Group), a Massachusetts business trust (the “Trust”) and Citi Fund Services Ohio, Inc., an Ohio corporation (“Citi”), to that certain Sub-Transfer Agency Agreement, as amended and restated on February 24, 2010, among the Company, the Trust and Citi (as amended and in effect on the date hereof, the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
Exhibit (h)(10) Amendment to the Sub-Transfer Agency Agreement dated December 21, 2010 AMENDMENT TO SUB-TRANSFER AGENCY AGREEMENTSub-Transfer Agency Agreement • May 18th, 2011 • Coventry Group
AMENDMENT made as of the 21st day of December, 2010, by and among Boston Trust & Investment Management Company, a state chartered bank of the Commonwealth of Massachusetts (the “Company”), The Coventry Group, a Massachusetts business trust (the “Trust”) and Citi Fund Services Ohio, Inc., an Ohio corporation (“Citi”), to that certain Sub-Transfer Agency Agreement, as amended and restated on February 24, 2010, among the Company, the Trust and Citi (as amended and in effect on the date hereof, the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
Exhibit (h)(4) Form of Amendment to the Fund Accounting Agreement dated May 19, 2011 AMENDMENT TO FUND ACCOUNTING AGREEMENTFund Accounting Agreement • May 18th, 2011 • Coventry Group
AMENDMENT made as of ________________, 2011, between Boston Trust & Walden Funds (formerly known as The Coventry Group) a Massachusetts business trust (the “Trust”) and Citi Fund Services Ohio, Inc., an Ohio corporation, formerly known as BISYS Fund Services Ohio, Inc. (“Citi” or the “Fund Accountant”), to that certain Fund Accounting Agreement, dated March 23, 1999, between the Trust and Citi (as amended and in effect on the date hereof, the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
Exhibit (h)(5) Form of Amended Schedule A to the Fund Accounting Agreement dated May 19, 2011 Schedule A to Fund Accounting AgreementFund Accounting Agreement • May 18th, 2011 • Coventry Group
Fund Accountant shall be entitled to receive from each Fund a fee which shall be such portion of the fee paid pursuant to Article 4 of the Administration Agreement between the Funds and BISYS FUND SERVICES OHIO, INC. with respect to management and administrative services to be provided to portfolios of Boston Trust/Walden Funds as the parties hereto shall agree, which fees shall not be more than 0.03% of each portfolio’s average daily net assets nor less than 0.01% of each portfolio’s average daily net assets.
Exhibit (h)(17) Form of Amendment to Compliance Services Agreement AMENDMENT TO COMPLIANCE SERVICES AGREEMENTCompliance Services Agreement • May 18th, 2011 • Coventry Group
AMENDMENT made as of ________________, 2011, between Boston Trust & Walden Funds (formerly known as The Coventry Group) a Massachusetts business trust (the “Trust”) and Citi Fund Services Ohio, Inc., an Ohio corporation, formerly known as BISYS Fund Services Ohio, Inc. (“Citi”), to that certain Compliance Services Agreement, dated September 27, 2004, between the Trust and Citi (as amended and in effect on the date hereof, the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
Exhibit (h)(2) Form of Amendment to the Administration Agreement dated May 19, 2011 AMENDMENT TO ADMINISTRATION AGREEMENTAdministration Agreement • May 18th, 2011 • Coventry Group
AMENDMENT made as of ________________, 2011, between Boston Trust & Walden Funds (formerly known as The Coventry Group) a Massachusetts business trust (the “Trust”) and Citi Fund Services Ohio, Inc., an Ohio corporation, formerly known as BISYS Fund Services Ohio, Inc. (“Citi” or the “Administrator”), to that certain Administration Agreement, dated March 23, 1999, between the Trust and Citi (as amended and in effect on the date hereof, the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
