Transfer Agency Services Order Sample Contracts

FIS TRANSFER AGENCY SERVICES ORDER SOLUTION AND RELATED INFORMATION
Transfer Agency Services Order • April 24th, 2023 • Boston Trust Walden Funds • New York

This Order will fully replace the Amended and Restated Sub-Transfer Agency Agreement dated as of February 24, 2010, as amended, by and between Citi Fund Services Ohio, Inc., a predecessor of FIS, and Boston Trust and Investment Management Company, a predecessor of Client (“Sub-Transfer Agency Agreement”). From and after the Order Effective Date, the Sub-Transfer Agency Agreement will be of no further force or effect.

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