Transfer Agency, Sub-Transfer Agency and Service Agreement Sample Contracts

EX-99.H.8 2 dex99h8.htm TRANSFER AGENCY, SUB-TRANSFER AGENCY AND SERVICE AGREEMENT TRANSFER AGENCY, SUB-TRANSFER AGENCY AND SERVICE AGREEMENT AMONG MARSHALL FUNDS, INC. MARSHALL & ILSLEY TRUST COMPANY N.A. AND BOSTON FINANCIAL DATA SERVICES, INC. Page...
Transfer Agency, Sub-Transfer Agency and Service Agreement • May 5th, 2020 • New York

AGREEMENT made as of the 1st day of September, 2006, by and among MARSHALL FUNDS, INC., a Wisconsin corporation, having its principal office and place of business at 111 East Kilbourn Avenue, Suite 200, Milwaukee, Wisconsin 53202 (the “Fund”), MARSHALL & ILSLEY TRUST COMPANY N.A., a national trust company, having its principal office and place of business at 111 East Kilbourn Avenue, Suite 200, Milwaukee, Wisconsin 53202 on behalf of its division Marshall Investor Services (collectively, the “Sub-Transfer Agent”), and BOSTON FINANCIAL DATA SERVICES, INC., a Massachusetts corporation having its principal office and place of business at 2 Heritage Drive, North Quincy, Massachusetts 02171 (the “Transfer Agent”).

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