Shareholer Services Agreement Sample Contracts

AMENDMENT NO. 5
Shareholer Services Agreement • October 28th, 2022 • F/M Funds Trust

This Amendment No. 5 (this “Amendment”) amends and revises the Transfer Agent and Shareholder Services Agreement, dated August 16, 2012, as last amended January 18, 2022 (collectively, the “Agreement”), between F/m FUNDS TRUST (f/k/a THE FIRST WESTERN FUNDS TRUST) (the “Trust”), an Ohio business trust and ULTIMUS FUND SOLUTIONS, LLC (“Ultimus”), an Ohio limited liability company (collectively the “Parties”). Except as set forth in this Amendment, the Agreement is unaffected and shall continue in full force and effect in accordance with its terms. If there is a conflict between this Amendment and the Agreement, the terms of this Amendment will prevail.

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