EXPENSE LIMITATION AGREEMENT BPV FAMILY OF FUNDSExpense Limitation Agreement • March 21st, 2014 • BPV Family of Funds
Contract Type FiledMarch 21st, 2014 CompanyThis Agreement is into effective as of April 1, 2014, by and between the BPV Large Cap Value Fund (the “Fund”), a series of shares of the BPV Family of Funds, a Delaware statutory trust (the “Trust”) and BPV Capital Management, LLC, a Delaware limited liability company (the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 21st, 2014 • BPV Family of Funds • Delaware
Contract Type FiledMarch 21st, 2014 Company JurisdictionThis Agreement is made and entered into effective as of April 1, 2014, by and between the BPV Family of Funds, a Delaware statutory trust (the “Trust”) on behalf of the BPV Large Cap Value Fund, a series of shares of the Trust (the “Fund”), BPV Capital Management, LLC, a Delaware limited liability company (the “Adviser”) and AJO, LP, a Delaware limited partnership (the “Sub-Adviser”).
BPV FAMILY OF FUNDS AMENDMENT TO DISTRIBUTION AGREEMENTDistribution Agreement • March 21st, 2014 • BPV Family of Funds
Contract Type FiledMarch 21st, 2014 CompanyWHEREAS, on November 13, 2013, the Board of Trustees of the Trust approved the BPV Low Volatility 200 Fund as a new series under the Trust; and
BPV FAMILY OF FUNDS PFO SERVICES AGREEMENTPfo Services Agreement • March 21st, 2014 • BPV Family of Funds • Colorado
Contract Type FiledMarch 21st, 2014 Company JurisdictionAGREEMENT made as of October 1, 2011 by and between BPV Family of Funds, organized as a statutory trust under the laws of the State of Delaware (the “Trust”), and ALPS Fund Services, Inc., a Colorado corporation.