SAMPLE INBOUND CALL MANAGEMENT AND FULFILLMENT SERVICES AGREEMENT THIS AGREEMENT is made as of this __ day of _____, 200_, by and between ________, a _________ business trust (the "Trust") and UMB Distribution Services, LLC ("UMBDS"). WHEREAS, the...Inbound Call Management and Fulfillment Services Agreement • January 13th, 2004 • Clearwater Investment Fund • Wisconsin
DISTRIBUTION AGREEMENT THIS AGREEMENT is made as of this ___ day of _______, 2003, by and between _______ Funds, a ____________ business trust (the "Trust"), and UMB Distribution Services, LLC, a Wisconsin limited liability company (the...Distribution Agreement • January 13th, 2004 • Clearwater Investment Fund • Wisconsin
CUSTODY AGREEMENT Dated ______________, 2002 Between UMB BANK, N.A. and [FAMILY OF MUTUAL FUNDS] TABLE OF CONTENTS SECTION PAGE 1. Appointment of Custodian 1 2. Definitions 1 (a) Securities 1 (b) Assets 1 (c) Instructions and Special Instructions 1 3....Custody Agreement • January 13th, 2004 • Clearwater Investment Fund
SAMPLE TRANSFER AGENCY AGREEMENT THIS TRANSFER AGENCY AGREEMENT is made as of this __ day of ____, 200_, by and between ______________, a _____________ business trust (the "Trust"), and UMB Fund Services, Inc., a Wisconsin corporation, its successors...Transfer Agency Agreement • January 13th, 2004 • Clearwater Investment Fund • Wisconsin
ADMINISTRATION AND FUND ACCOUNTING AGREEMENT THIS AGREEMENT is made as of this ___ day of ____________, 200_, by and between _______ Funds, a ____________ business trust (the "Trust"), and UMB Fund Services, Inc., a Wisconsin corporation (the...Administration and Fund Accounting Agreement • January 13th, 2004 • Clearwater Investment Fund • Wisconsin
