Blanket Bond Insurance Agreement Sample Contracts

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Blanket Bond Insurance Agreement
Blanket Bond Insurance Agreement • May 14th, 2021 • First Trust Senior Floating Rate Income Fund Ii

This Agreement is made as of the 10th day of May, 2021, by and among the investment companies listed in Appendix A (collectively referred to herein as the “Funds”), First Trust Advisors L.P. (the “Advisor”) and First Trust Portfolios L.P. (collectively, with the Advisor and the Funds referred to as the “Parties”).

Blanket Bond Insurance Agreement
Blanket Bond Insurance Agreement • March 15th, 2023 • First Trust Senior Floating Rate Income Fund Ii

This Agreement is made as of the 9th day of October, 2022, by and among the investment companies listed in Appendix A (collectively referred to herein as the “Funds”), First Trust Advisors L.P. (the “Advisor”) and First Trust Portfolios L.P. (collectively, with the Advisor and the Funds referred to as the “Parties”).

Blanket Bond Insurance Agreement
Blanket Bond Insurance Agreement • February 1st, 2024 • First Trust Senior Floating Rate Income Fund Ii

This Agreement is made as of the 9th day of October, 2023, by and among the investment companies listed in Appendix A (collectively referred to herein as the “Funds”), First Trust Advisors L.P. (the “Advisor”) and First Trust Portfolios L.P. (collectively, with the Advisor and the Funds referred to as the “Parties”).

Blanket Bond Insurance Agreement
Blanket Bond Insurance Agreement • November 7th, 2024 • First Trust Enhanced Equity Income Fund

This Agreement is made as of the 9th day of October 2024, by and among the investment companies listed in Appendix A (collectively referred to herein as the “Funds”), First Trust Advisors L.P. (the “Advisor”) and First Trust Portfolios L.P. (collectively, with the Advisor and the Funds referred to as the “Parties”).

Blanket Bond Insurance Agreement
Blanket Bond Insurance Agreement • November 4th, 2021 • First Trust Senior Floating Rate Income Fund Ii

This Agreement is made as of the 9th day of October, 2021, by and among the investment companies listed in Appendix A (collectively referred to herein as the “Funds”), First Trust Advisors L.P. (the “Advisor”) and First Trust Portfolios L.P. (collectively, with the Advisor and the Funds referred to as the “Parties”).

Blanket Bond Insurance Agreement
Blanket Bond Insurance Agreement • October 23rd, 2020 • First Trust High Yield Opportunities 2027 Term Fund

This Agreement is made as of the 20th day of October, 2020, by and among the investment companies listed in Appendix A (collectively referred to herein as the “Funds”), First Trust Advisors L.P. (the “Advisor”) and First Trust Portfolios L.P. (collectively, with the Advisor and the Funds referred to as the “Parties”).

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