Client Service Agent Agreement Sample Contracts

DIMENSIONAL INVESTMENT GROUP INC. RWB/DFA U.S. HIGH BOOK TO MARKET PORTFOLIO CLIENT SERVICE AGENT AGREEMENT AGREEMENT made this 13th day of March, 1996, by and between DIMENSIONAL INVESTMENT GROUP INC., a Maryland corporation (the "Fund"), on behalf...
Client Service Agent Agreement • March 3rd, 1998 • Dimensional Investment Group Inc/ • California
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WITNESSETH:
Client Service Agent Agreement • May 16th, 2002 • Dimensional Investment Group Inc/
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DIMENSIONAL INVESTMENT GROUP INC. AAM/DFA U.S. HIGH BOOK TO MARKET PORTFOLIO CLIENT SERVICE AGENT AGREEMENT ADDENDUM NUMBER THREE
Client Service Agent Agreement • February 27th, 2009 • Dimensional Investment Group Inc

THIS ADDENDUM NUMBER is effective as of the 28th day of October, 2004, by and between DIMENSIONAL INVESTMENT GROUP INC., a Maryland corporation (the “Fund”), on behalf of the AAM/DFA U.S. High Book to Market Portfolio (the “Portfolio”), a separate series of the Fund, and LWI FINANCIAL INC., a California corporation (“LWIF”), as the successor to Assante Asset Management Inc., a California corporation (“AAM”).

Sample 1
DIMENSIONAL INVESTMENT GROUP INC. RWB/DFA TWO-YEAR CORPORATE FIXED INCOME PORTFOLIO AMENDMENT NUMBER ONE TO CLIENT SERVICE AGENT AGREEMENT
Client Service Agent Agreement • February 28th, 2019 • Dimensional Investment Group Inc

This Amendment Number One to the Client Service Agent Agreement (the “Agreement”) dated March 13, 1996 by and between Dimensional Investment Group Inc. (the “Fund”), on behalf of the RWB/DFA Two-Year Corporate Fixed Income Portfolio (the “Portfolio”) and Reinhardt, Werba, Bowen, Inc. d/b/a Reinhardt Werba Advisory Services (“RWB”) is made as of March 3, 1998.

Sample 1
DIMENSIONAL INVESTMENT GROUP INC. AAM/DFA TWO-YEAR FIXED INCOME PORTFOLIO CLIENT SERVICE AGENT AGREEMENT ADDENDUM NUMBER FOUR
Client Service Agent Agreement • February 27th, 2009 • Dimensional Investment Group Inc

THIS ADDENDUM NUMBER is effective as of the 28th day of October, 2004, by and between DIMENSIONAL INVESTMENT GROUP INC., a Maryland corporation (the “Fund”), on behalf of the AAM/DFA Two-Year Fixed Income Portfolio (the “Portfolio”), a separate series of the Fund, and LWI FINANCIAL INC., a California corporation (“LWIF”), as the successor to Assante Asset Management Inc., a California corporation (“AAM”).

Sample 1
DIMENSIONAL INVESTMENT GROUP INC. AAM/DFA TWO-YEAR GOVERNMENT PORTFOLIO CLIENT SERVICE AGENT AGREEMENT ADDENDUM NUMBER THREE
Client Service Agent Agreement • February 27th, 2009 • Dimensional Investment Group Inc

THIS ADDENDUM NUMBER is effective as of the 28th day of October, 2004, by and between DIMENSIONAL INVESTMENT GROUP INC., a Maryland corporation (the “Fund”), on behalf of the AAM/DFA Two-Year Government Portfolio (the “Portfolio”), a separate series of the Fund, and LWI FINANCIAL INC., a California corporation (“LWIF”), as the successor to Assante Asset Management Inc., a California corporation (“AAM”).

Sample 1
DIMENSIONAL INVESTMENT GROUP INC. RWB/DFA HIGH BOOK TO MARKET PORTFOLIO AMENDMENT TO CLIENT SERVICE AGENT AGREEMENT This Amendment to the Client Service Agent Agreement (the "Agreement") dated March 13, 1996 by and between Dimensional Investment Group...
Client Service Agent Agreement • March 3rd, 1998 • Dimensional Investment Group Inc/
Sample 1
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