TRANSFER AGENT INTERACTIVE CLIENT SERVICES AGREEMENTTransfer Agent Interactive Client Services Agreement • December 29th, 2011 • Shelton Funds • Colorado
AGREEMENT made this 3rd day of December, 2004, (the "Effective Date") between California Investment Trust and California Investment Trust II, two trusts established under the laws of the State of Massachusetts (collectively the "Funds") and ALPS Mutual Funds Services, Inc., a Colorado corporation having its principal office at 1625 Broadway, Suite 2200, Denver, Colorado 80202 ("ALPS''). ALPS and the Funds are collectively referred to herein as the "Parties" and individually as the "Party".
BLUE SKY SERVICES AGREEMENTBlue Sky Services Agreement • December 29th, 2011 • Shelton Funds • Colorado
Blue Sky Services Agreement (the “Agreement”) made this 3rd day of December, 2004, between California Investment Trust and California Investment Trust II, two Funds established under the laws of the State of Massachusetts (collectively the “Funds”) and ALPS Mutual Funds Services, Inc., a Colorado corporation having its principal office at 1625 Broadway, Suite 2200, Denver, Colorado 80202 (the “Blue Sky Agent”).
Second Amendment to the Fund Accounting and Services Agreement Dated December 3, 2004 by and among California Investment Trust and ALPS Fund Services, Inc.Second Amendment • December 29th, 2011 • Shelton Funds
WHEREAS, effective May 6, 2010, Class A and Class B will be added to the Equity Income Fund and the U.S. Government Securities Fund, each a series of the Trust;
Third Amendment to the Fund Accounting and Services Agreement Dated December 3, 2004, by and among California Investment Trust and ALPS Fund Services, Inc.Third Amendment • December 29th, 2011 • Shelton Funds • Colorado
THIS AMENDMENT is made as of October I0, 2011, by and between CALIFORNIA INVESTMENT TRUST (the "Trust") and ALPS FUND SERVICES, INC. ("ALPS").
First Amendment to the Transfer Agent Interactive Client Services Agreement Dated December 3, 2004, by and among California Investment Trust and California Investment Trust II and ALPS Mutual Funds Services, Inc.Interactive Client Services Agreement • December 29th, 2011 • Shelton Funds • Colorado
THIS AMENDMENT is made as of September 1, 2006, by and between CALIFORNIA INVESTMENT TRUST AND CALIFORNIA INVESTMENT TRUST II, two trusts established as Massachusetts business trusts (individually a "Trust" and collectively the "Trusts") and ALPS MUTUAL FUNDS SERVICES Inc., a corporation organized under the laws of the State of Colorado, ("ALPS").
First Amendment to the Blue Sky Agreement Dated December 3, 2004, by and among California Investment Trust and California Investment Trust II and ALPS Mutual Funds Services, Inc.First Amendment • December 29th, 2011 • Shelton Funds • Colorado
Second Amendment to the Transfer Agency and Service Agreement Dated December 3, 2004 by and among California Investment Trust and ALPS Fund Services, Inc.Second Amendment • December 29th, 2011 • Shelton Funds
WHEREAS, effective May 6, 2010, Class A and Class B will be added to the Equity Income Fund and the U.S. Government Securities Fund, each a series of the Trust;
Third Amendment to the Blue Sky Agreement Dated December 3, 2004, by and among California Investment Trust and ALPS Fund Services, Inc.Third Amendment • December 29th, 2011 • Shelton Funds • Colorado
THIS AMENDMENT is made as of October 10, 2011, by and between CALIFORNIA INVESTMENT TRUST (the "Fund") and ALPS FUND SERVICES, INC. ("ALPS").
Third Amendment to the Transfer Agent Interactive Client Services Agreement Dated December 3, 2004 by and among California Investment Trust and ALPS Fund Services, Inc.Agent Interactive Client Services Agreement • December 29th, 2011 • Shelton Funds
WHEREAS, the Trust and ALPS have entered into a Transfer Agent Interactive Client Services Agreement (the "Agreement") dated December 3, 2004;
Third Amendment to the Transfer Agency and Service Agreement Dated December 3, 2004, by and among California Investment Trust and ALPS Fund Services, Inc.Agency and Service Agreement • December 29th, 2011 • Shelton Funds • Colorado
THIS AMENDMENT is made as of October 10, 2011, by and between CALIFORNIA INVESTMENT TRUST (the "Trust") and ALPS FUND SERVICES, INC. ("ALPS").
Second Amendment to the Transfer Agent Interactive Client Services Agreement Dated December 3, 2004, by and among California Investment Trust and California Investment Trust II and ALPS Mutual Funds Services, Inc.Second Amendment • December 29th, 2011 • Shelton Funds • Colorado
THIS AMENDMENT is made as of September 1, 2006, by and between CALIFORNIA INVESTMENT TRUST AND CALIFORNIA INVESTMENT TRUST II, (individually a "Fund" and collectively the "Funds") and ALPS MUTUAL FUNDS SERVICES, INC. ("ALPS").
Fourth Amendment to the Transfer Agent Interactive Client Services Agreement Dated December 3, 2004, by and among California Investment Trust and ALPS Fund Services, Inc.Fourth Amendment • December 29th, 2011 • Shelton Funds • Colorado
THIS AMENDMENT is made as of October 10, 2011, by and between CALIFORNIA INVESTMENT TRUST (the "Trust") and ALPS FUND SERVICES, INC. ("ALPS").
