Standard Contracts
Investment Sub-Advisory AgreementInvestment Sub-Advisory Agreement • October 2nd, 2024 • First Trust Series Fund • Illinois
This Investment Sub-Advisory Agreement (this “Agreement”) is made as of October 2, 2024, by and among First Trust Series Fund, a Massachusetts business trust (the “Trust”), First Trust Advisors L.P., an Illinois limited partnership (the “Manager”) and a registered investment adviser with the Securities and Exchange Commission (“SEC”), and WCM Investment Management, LLC, a Delaware limited liability company and a registered investment adviser with the SEC (the “Sub-Adviser”).
SCHEDULE BTransfer Agency Services Agreement • October 2nd, 2024 • First Trust Series Fund
THIS SCHEDULE B is Schedule B to that certain Transfer Agency Services Agreement dated as of September 30, 2011 between BNY Mellon Investment Servicing (US) Inc. and First Trust Series Fund.
Investment Management AgreementInvestment Management Agreement • October 2nd, 2024 • First Trust Series Fund
Investment Management Agreement made this 2nd day of October, 2024, by and between First Trust Series Fund, a Massachusetts business trust (the “Trust”), and First Trust Advisors L.P., an Illinois limited partnership (the “Adviser”).
