Client Service Agent Agreement Sample Contracts

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

• Contract Type
  Client Service Agent Agreement
• Filed
  February 28th, 2019
• Company
  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.

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

• Contract Type
  Client Service Agent Agreement
• Filed
  February 27th, 2009
• Company
  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”).