Omnibus Transparancy Services Sample Contracts

AMENDMENT to Sub-Transfer Agency and Service Agreement Between Phoenix Equity Planning Corporation and Boston Financial Data Services, Inc.
Omnibus Transparancy Services • April 8th, 2009 • Virtus Equity Trust

This Amendment is effective as of July 1, 2008 (the “Effective Date”), between Phoenix Equity Planning Corporation (the “Transfer Agent”) and Boston Financial Data Services, Inc. (the “Sub-Transfer Agent”). The Transfer Agent and the Sub-Transfer Agent are parties to a Sub-Transfer Agency and Service Agreement dated January 1, 2005, as amended (the “Agreement”). In accordance with Section 15.1 (Amendment) of the Agreement, the parties desire to amend the Agreement as set forth herein.

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AMENDMENT to Sub-Transfer Agency and Service Agreement Between Phoenix Equity Planning Corporation and Boston Financial Data Services, Inc.
Omnibus Transparancy Services • April 28th, 2009 • Virtus Institutional Trust

This Amendment is effective as of July 1, 2008 (the “Effective Date”), between Phoenix Equity Planning Corporation (the “Transfer Agent”) and Boston Financial Data Services, Inc. (the “Sub-Transfer Agent”). The Transfer Agent and the Sub-Transfer Agent are parties to a Sub-Transfer Agency and Service Agreement dated January 1, 2005, as amended (the “Agreement”). In accordance with Section 15.1 (Amendment) of the Agreement, the parties desire to amend the Agreement as set forth herein.

AMENDMENT to Sub-Transfer Agency and Service Agreement Between Phoenix Equity Planning Corporation and Boston Financial Data Services, Inc.
Omnibus Transparancy Services • April 28th, 2009 • Virtus Insight Trust

This Amendment is effective as of July 1, 2008 (the “Effective Date”), between Phoenix Equity Planning Corporation (the “Transfer Agent”) and Boston Financial Data Services, Inc. (the “Sub-Transfer Agent”). The Transfer Agent and the Sub-Transfer Agent are parties to a Sub-Transfer Agency and Service Agreement dated January 1, 2005, as amended (the “Agreement”). In Accordance with Section 15.1 (Amendment) of the Agreement, the parties desire to amend the Agreement as set forth herein.

AMENDMENT To Transfer Agency and Service Agreements Between The Commerce Funds and State Street Bank and Trust Company
Omnibus Transparancy Services • February 27th, 2008 • Commerce Funds

This Amendment (“Amendment”) is made as of this 1st day of October 2007, between The Commerce Funds (the “Fund”) and State Street Bank and Trust Company (the “Bank”). The Bank and the Fund are parties to a Transfer Agency and Service Agreement dated December 1, 1994 (the “Agreement”). In accordance with Article 12 (Amendment) of the Agreement, as the case maybe, the parties desire to amend the Agreement as set forth herein.

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