Expense Sharing Agreement Sample Contracts

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EXPENSE SHARING AGREEMENT
Expense Sharing Agreement • March 9th, 2012 • White River Capital Inc • Personal credit institutions • California

THIS EXPENSE SHARING AGREEMENT is made and entered effective as of the date indicated below (“Agreement”), by and between WHITE RIVER CAPITAL, INC., an Indiana corporation (“WRC”), CASTLE CREEK CAPITAL LLC and CASTLE CREEK ADVISORS LLC, each Delaware limited liability companies (collectively, “Castle Creek”).

EXPENSE SHARING AGREEMENT
Expense Sharing Agreement • December 22nd, 2017 • Institute for Wealth Holdings, Inc. • Investment advice

This agreement dated January 4, 2010, between Cherry Financial Partners, Ltd. (FP) and Cherry Investment Advisors, Ltd., (RIA) will enumerate the expense sharing arrangement between the two named parties as well as that of Cherry Agency, Ltd. (Agency).

EXPENSE SHARING AGREEMENT
Expense Sharing Agreement • April 20th, 2018 • Modern Woodmen of America Variable Annuity Account • Illinois

EXPENSE SHARING AGREEMENT made this 8th day of August, 2017, by and between MODERN WOODMEN OF AMERICA (“Modern Woodmen”) and MWA Financial Services, Inc. (“MWAFS”), each a “Party” to this Agreement and together, the “Parties”.

EXPENSE SHARING AGREEMENT
Expense Sharing Agreement • January 21st, 2021 • MEMBERS Life Insurance Co • Life insurance

This Expense Sharing Agreement (this “Agreement”) is entered into as of December 31st, 2013 by and between CMFG Life Insurance Company, an Iowa life insurance company (“CMFG Life”), and MEMBERS Life Insurance Company, an Iowa life insurance company (“MLIC”).

Expense Sharing Agreement
Expense Sharing Agreement • June 2nd, 2020 • Gladstone Companies, Inc. • Investment advice

This Expense Sharing Agreement (this “Agreement”) is entered into as of January 1, 2020, by and between The Gladstone Companies, Ltd., a Cayman Islands Exempted Company (“Limited”); The Gladstone Companies, Inc., a Delaware corporation (“Inc.”); and Gladstone Management Corporation, a Delaware corporation (“GMC”).

Amended and Restated Expense Sharing Agreement
Expense Sharing Agreement • November 6th, 2019 • Morgan Group Holding Co • Blank checks

This Amended and Restated Expense Sharing Agreement (“Amended Agreement”) is made as of the 23rd day of November, 2016 between G.research, LLC (formerly Gabelli & Company, Inc.) (“the Firm”) and Gabelli & Company Investment Advisers, Inc. (“GCIA”) (formerly Gabelli Securities, Inc.), a Delaware corporation headquartered in Rye, New York which serves as paymaster of certain payroll expenses.

AMENDED AND RESTATED EXPENSE SHARING AGREEMENT (MLIC)
Expense Sharing Agreement • March 31st, 2017 • MEMBERS Horizon Variable Separate Account • Iowa

This Amended and Restated Expense Sharing Agreement (MLIC) is entered into as of January 1, 2015 (the “Effective Date”) CMFG Life Insurance Company, an Iowa life insurance company (“CMFG Life”), and MEMBERS Life Insurance Company, an Iowa life insurance company (“MLIC” and, with CMFG Life, the “Parties”).

Expense Sharing Agreement
Expense Sharing Agreement • November 3rd, 2010 • Western Liberty Bancorp • National commercial banks

This Expense Sharing Agreement (this “Agreement”) is made as of October 29, 2010, between Western Liberty Bancorp, a Delaware corporation (the “Company”), and Service1st Bank of Nevada, a Nevada-chartered bank (the “Subsidiary”).

EXPENSE SHARING AGREEMENT
Expense Sharing Agreement • May 6th, 2019 • Tectonic Financial, Inc. • State commercial banks

AGREEMENT by and among T Bank N.A. (the “Bank”), and Tectonic Holdings, LLC, all its current and future wholly owned subsidiaries (the “Company”), dated as of this 5th day of February, 2018 and effective as of May 15, 2017 (the “Agreement”).

EXPENSE SHARING AGREEMENT
Expense Sharing Agreement • February 23rd, 2015

and ABC Securities, LLC (“ABC Securities”), a limited liability company duly organized and existing under the laws of the State of

Expense Sharing Agreement
Expense Sharing Agreement • September 28th, 2020 • Gladstone Companies, Inc. • Investment advice

This Expense Sharing Agreement (this “Agreement”) is entered into as of September 11, 2020, by and between The Gladstone Companies, Ltd., a Cayman Islands Exempted Company (“Limited”); The Gladstone Companies, Inc., a Delaware corporation (“Inc.”); and Gladstone Management Corporation, a Delaware corporation (“GMC”).

AMENDED AND RESTATED EXPENSE SHARING AGREEMENT (MLIC)
Expense Sharing Agreement • January 21st, 2021 • MEMBERS Life Insurance Co • Life insurance • Iowa

This Amended and Restated Expense Sharing Agreement (MLIC) is entered into as of January 1, 2015 (the “Effective Date”) CMFG Life Insurance Company, an Iowa life insurance company (“CMFG Life”), and MEMBERS Life Insurance Company, an Iowa life insurance company (“MLIC” and, with CMFG Life, the “Parties”).

Expense Sharing Agreement
Expense Sharing Agreement • November 6th, 2019 • Morgan Group Holding Co • Blank checks

This Agreement is made as of the 23rd day of November, 2016 between G.research, LLC (formerly Gabelli & Company, Inc.) (“the Firm”) and Associated Capital Group, Inc. (“AC” or “the Parent Company”), a Delaware corporation headquartered in Rye, New York and the Firm’s parent company as of November 30, 2015 subsequent to AC’s formation and its spin-off (“the Spin-off’) from GAMCO Investors, Inc. (“GBL”).

Expense Sharing Agreement
Expense Sharing Agreement • December 22nd, 2014 • Pioneer Financial Services Inc • Personal credit institutions • Georgia

This EXPENSE SHARING AGREEMENT (this “Agreement”) is made between MidCountry Financial Corp. (“MCFC”) and its subsidiaries MidCountry Bank and its subsidiaries (collectively, the “Bank”), Pioneer Financial Services, Inc. and its subsidiaries (collectively, “PFS”) and Heights Finance Holding Co. and its subsidiaries (collectively, “Heights”) and the other affiliated entities which are signatories hereto (Bank, PFS, Heights and such other entities collectively, the “Subsidiaries”) is made effective as of June 21, 2013 (the “Effective Date”). MCFC and the Subsidiaries are referred to collectively as the “Parties” and individually as a “Party.”

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