Fee Waiver and Expense Reimbursement Letter Agreement Sample Contracts

SA FUNDS – INVESTMENT TRUST AMENDMENT TO THE FEE WAIVER AND EXPENSE REIMBURSEMENT LETTER AGREEMENT

Fee Waiver and Expense Reimbursement Letter Agreement • October 28th, 2020 • Sa Funds Investment Trust

• Contract Type
  Fee Waiver and Expense Reimbursement Letter Agreement
• Filed
  October 28th, 2020
• Company
  Sa Funds Investment Trust

WHEREAS, the SA Funds – Investment Trust, a Delaware statutory trust (the “Trust”) and Buckingham Strategic Partners, LLC (the “Adviser”), entered into a Fee Waiver and Expense Reimbursement Letter Agreement (the “Agreement”) as of November 30, 2018;

SA FUNDS – INVESTMENT TRUST FORM OF AMENDMENT TO THE FEE WAIVER AND EXPENSE REIMBURSEMENT LETTER AGREEMENT

Fee Waiver and Expense Reimbursement Letter Agreement • June 30th, 2017 • Sa Funds Investment Trust

• Contract Type
  Fee Waiver and Expense Reimbursement Letter Agreement
• Filed
  June 30th, 2017
• Company
  Sa Funds Investment Trust

WHEREAS, the SA Funds – Investment Trust, a Delaware statutory trust (the “Trust”) and LWI Financial Inc., a Delaware corporation (the “Adviser”), entered into an Amended and restated Fee Waiver and Expense Reimbursement Letter Agreement (the “Agreement”) as of June 9, 2015, as amended; and