AMENDED AND RESTATED JOINT INSURANCE AGREEMENTJoint Insurance Agreement • January 27th, 2023 • Lee Financial Mutual Fund, Inc. • Hawaii
This Amended and Restated Joint Insurance Agreement (the “Agreement”), dated as of January 26, 2022, is by and among Lee Financial Mutual Fund, Inc., which includes the portfolios listed on Schedule A (the “Fund”), Lee Financial Group Hawaii, Inc. (the “Adviser”), Lee Financial Securities, Inc. (the “Distributor”) and Lee Financial Recordkeeping, Inc. (the “Transfer Agent”).
