Standard Contracts
DISTRIBUTION AGREEMENTDistribution Agreement • April 30th, 2018 • Schwartz Investment Trust • Ohio
This Agreement first made as of June 7, 2012, amended August 12, 2016, by and between SCHWARTZ INVESTMENT TRUST (the "Trust"), an Ohio business trust, and ULTIMUS FUND DISTRIBUTORS, LLC, an Ohio limited liability company ("Distributor").
MUTUAL FUND SERVICES AGREEMENTMutual Fund Services Agreement • April 30th, 2018 • Schwartz Investment Trust • Ohio
THIS AGREEMENT is made as of this 21st day of August, 2000, by and between SCHWARTZ INVESTMENT TRUST (the "Trust"), an Ohio business trust having its principal place of business at 3707 W. Maple Road, Bloomfield Hills, Michigan 48301, and ULTIMUS FUND SOLUTIONS, LLC ("Ultimus"), a limited liability company organized under the laws of the State of Ohio and having its principal place of business at 225 Pictoria Drive, Suite 450, Cincinnati, Ohio 45246.
SHAREHOLDER SERVICING AGREEMENTShareholder Servicing Agreement • April 30th, 2018 • Schwartz Investment Trust • Michigan
THIS SHAREHOLDER SERVICING AGREEMENT ("Agreement"), dated as of ____________, 2018 is made between Schwartz Investment Counsel, Inc. ("SICI"), a Michigan corporation, on behalf of the mutual funds set forth on Schedule A to this Agreement (the "Funds"), and ________________________, as shareholder servicing agent ("Servicing Agent");
EXPENSE LIMITATION AGREEMENT SCHWARTZ INVESTMENT COUNSEL, INC. Plymouth, Michigan 48170Expense Limitation Agreement • April 30th, 2018 • Schwartz Investment Trust • Michigan
THIRD AMENDMENT TO INVESTMENT MANAGEMENT AGREEMENTInvestment Management Agreement • April 30th, 2018 • Schwartz Investment Trust
WHEREAS, Schwartz Investment Trust, an Ohio business trust (the "Trust"), on behalf of the Ave Maria Growth Fund (the “Fund”), and Schwartz Investment Counsel, Inc., a Michigan corporation (the "Adviser"), have entered into an Investment Management Agreement, dated as of April 30, 2003 and last amended as of May 1, 2017 (the "Agreement");
