Agent Interactive Client Services Agreement Sample Contracts

Amendment No. 1 to Transfer Agent Interactive Client Services Agreement
Agent Interactive Client Services Agreement • April 29th, 2009 • Heartland Group Inc

This Amendment No. 1 (this “Amendment”) is dated as of October __, 2008, to the Transfer Agent Interactive Client Services Agreement (the “Agreement”), dated as of August 13, 2008, between Heartland Group, Inc. (the “Fund”) and ALPS Fund Services, Inc. (“ALPS”).

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Amendment No. 2 to Transfer Agency Interactive Client Services Agreement, dated December 2, 2010
Agent Interactive Client Services Agreement • April 29th, 2011 • Heartland Group Inc

This Amendment No. 2 (this “Amendment”) dated December 2, 2010, to the Transfer Agent Interactive Client Services Agreement (the “Agreement”), dated August 13, 2008 between Heartland Group, Inc. (the “Fund”) and ALPS Fund Services , Inc. (“ALPS”).

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Form of Amendment No. 4 to Transfer Agent Interactive Client Services Agreement
Agent Interactive Client Services Agreement • April 2nd, 2008 • Westcore Trust

This Amendment No. 2 to Transfer Agent Interactive Client Services Agreement (this “Amendment”), dated ________ __, 2008 between Westcore Trust, a Massachusetts Business Trust (the “Trust”) and ALPS Fund Services, Inc., a Colorado corporation (the “ALPS”).

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Third Amendment to the Transfer Agent Interactive Client Services Agreement Dated December 3, 2004 by and among California Investment Trust and ALPS Fund Services, Inc.
Agent Interactive Client Services Agreement • December 29th, 2011 • Shelton Funds

WHEREAS, the Trust and ALPS have entered into a Transfer Agent Interactive Client Services Agreement (the "Agreement") dated December 3, 2004;

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Amendment No. 5 to Transfer Agent Interactive Client Services Agreement
Agent Interactive Client Services Agreement • December 19th, 2013 • Westcore Trust

This Amendment No. 5 to Transfer Agent Interactive Client Services Agreement (this “Amendment”), dated December 19, 2013 is entered into between Westcore Trust, a Massachusetts Business Trust (the “Trust”), and ALPS Fund Services, Inc., a Colorado corporation (“ALPS”).

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Amendment No. 4 to Transfer Agent Interactive Client Services Agreement
Agent Interactive Client Services Agreement • June 23rd, 2008 • Westcore Trust

This Amendment No. 4 to Transfer Agent Interactive Client Services Agreement (this “Amendment”), dated May 21, 2008 between Westcore Trust, a Massachusetts Business Trust (the “Trust”) and ALPS Fund Services, Inc., a Colorado corporation (the “ALPS”).

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Amendment No. 6 to Transfer Agent Interactive Client Services Agreement
Agent Interactive Client Services Agreement • April 29th, 2016 • Westcore Trust

This Amendment No. 6 to Transfer Agent Interactive Client Services Agreement (this “Amendment”), dated April 29, 2016 is entered into between Westcore Trust, a Massachusetts Business Trust (the “Trust”), and ALPS Fund Services, Inc., a Colorado corporation (“ALPS”).

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Amendment No. 3 to Transfer Agent Interactive Client Services Agreement Dated October 13, 2003 Between ALPS Mutual Funds Services, Inc. and Westcore Trust
Agent Interactive Client Services Agreement • April 30th, 2007 • Westcore Trust

WHEREAS, ALPS, and the Trust have entered into a Transfer Agent Interactive Client Services Agreement (the "Agreement") dated October 13, 2003 and amended on December 13, 2004;

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