Amendment to Administration, Bookkeeping and Pricing Services AgreementServices Agreement • February 28th, 2017 • Wesmark Funds
THIS AMENDMENT IS MADE AS OF FEBRUARY 28, 2017 (the “Effective Date”) between WesMark Funds (the “Trust”), an open-end, management investment company organized as a business trust under the laws of the State of Massachusetts, and ALPS Fund Services, Inc. (“ALPS”), a Colorado corporation.
Amendment to Transfer Agency Interactive Client Services AgreementAgency Interactive Client Services Agreement • February 28th, 2017 • Wesmark Funds
THIS AMENDMENT IS MADE AS OF FEBRUARY 28, 2017 (the “Effective Date”) between WesMark Funds (the “Trust”), an open-end, management investment company organized as a business trust under the laws of the State of Massachusetts, and ALPS Fund Services, Inc. (“ALPS”), a Colorado corporation.
Amendment to Distribution AgreementAmendment to Distribution Agreement • February 28th, 2017 • Wesmark Funds
THIS AMENDMENT IS MADE AS OF FEBRUARY 28, 2017 (the “Effective Date”) between WesMark Funds (the “Trust”), an open-end, management investment company organized as a business trust under the laws of the State of Massachusetts, and ALPS Fund Services, Inc. (“ALPS”), a Colorado corporation.
FEE WAIVER AND EXPENSE REIMBURSEMENT AGREEMENTFee Waiver and Expense Reimbursement Agreement • February 28th, 2017 • Wesmark Funds • West Virginia
THIS AGREEMENT, dated February 28, 2017, is by and between WesMark Funds (the “Trust”), a Massachusetts business trust registered as an open-end diversified management investment company under the Investment Company Act of 1940, as amended, on behalf of its series WesMark Tactical Opportunity Fund (the “Fund”), and WesBanco Investment Department, a division of WesBanco Bank, Inc., registered as an investment adviser under the Investment Advisers Act of 1940, as amended (the “Adviser”).
Amendment to Transfer Agency Services AgreementTransfer Agency Services Agreement • February 28th, 2017 • Wesmark Funds
THIS AMENDMENT IS MADE AS OF FEBRUARY 28, 2017 (the "Effective Date") between WesMark Funds (the "Trust"), an open-end, management investment company organized as a business trust under the laws of the State of Massachusetts, and ALPS Fund Services, Inc. ("ALPS"), a Colorado corporation.
Second Amendment to Investment Advisory Agreement between WesMark Funds andSecond Amendment • February 28th, 2017 • Wesmark Funds
This Second Amendment (the “Amendment”) to the Investment Advisory Contract dated May 10. 2001, as amended, (the “Agreement”) between WesMark Funds (the “Trust”) and WesBanco Bank Inc., through its investment advisory division WesBanco Investment Department (the “Advisor”), is made and entered into as of the 28th day of February, 2017.
