FUND SERVICES AGREEMENTFund Services Agreement • April 28th, 2017 • SCM Trust • Nebraska
THIS FUND SERVICES AGREEMENT (this “Agreement”) is effective as of the 21st day of March, 2014, by and between GEMINI FUND SERVICES, LLC, a Nebraska limited liability company having its principal office and place of business at 17605 Wright Street, Omaha, Nebraska 68130 (“GFS”), SHELTON FUNDS TRUST, a Delaware statutory trust having its principal office and place of business at 44 Montgomery Street, Suite 2100, San Francisco, California 94104 (the “Shelton Funds Trust”), and SHELTON GREATER CHINA FUND TRUST, a Massachusetts business trust having its principal office and place of business at 44 Montgomery Street, Suite 2100, San Francisco, California 94104 (the “China Fund Trust”; and together with the Shelton Funds Trust, the “Fund Family” and each a “Trust”). For convenience of drafting the term “Trust” when used herein shall refer to each of the Trusts in its separate legal capacity with the effect that any obligation of a “Trust” will be the separate legal obligation of both the She
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 28th, 2017 • SCM Trust • Colorado
THIS INVESTMENT ADVISORY AGREEMENT is made this October 11, 2016 (this "Agreement"), by and between SCM Trust, a Massachusetts statutory trust (the ''Trust"), on behalf of the series of the Trust identified herein, and CCM Partners, dba Shelton Capital Management, a limited partnership organized and existing under the laws of the State of California (the "Advisor'').
EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • April 28th, 2017 • SCM Trust • Massachusetts
This Expense Limitation Agreement (this "Agreement") is by and between CCM Partners, LLP, dba Shelton Capital Management (the "Advisor") and SCM Trust (the "Trust"), on behalf of each series of the Trust (each, a "Fund," and, collectively, the "Funds").
FIRST AMENDMENT TO THE CUSTODY AGREEMENTThe Custody Agreement • April 28th, 2017 • SCM Trust
THIS FIRST AMENDMENT dated as of August 19, 2016 to the Custody Agreement, dated as of May 17, 2013, (the "Agreement"), is entered into by and between SCM TRUST, f/k/a the SHELTON GREATER CHINA FUND, a Massachusetts business trust, (the "Trust") and U.S. BANK NATIONAL ASSOCIATION, a national banking association (the. "Custodian'').
