Common use of Fee Adjustments Clause in Contracts

Fee Adjustments. The fixed fees and other fees expressed as stated dollar amounts in this Schedule C and in this Agreement are subject to annual increases, commencing on the one-year anniversary date of the date of this Agreement, in an amount equal to the percentage increase in consumer prices for services as measured by the United States Consumer Price Index entitled “All Services Less Rent of Shelter,” or a similar index should such index no longer be published, since such one-year anniversary or since the date of the last fee increase, as applicable.

Appears in 11 contracts

Sources: Distribution Agreement (Pacific Capital Funds), Distribution Agreement (Lou Holland Trust), Distribution Agreement (Performance Funds Trust)

Fee Adjustments. The fixed fees and other fees expressed as stated dollar amounts in this Schedule C and in this Agreement are subject to annual increases, commencing on the one-year anniversary date of the date of this Agreement, in an amount equal to the percentage increase in consumer prices for services as measured by the United States Consumer Price Index entitled “"All Services Less Rent of Shelter,” " or a similar index should such index no longer be published, since such one-year anniversary or since the date of the last fee increase, as applicable.. SCHEDULE D

Appears in 4 contracts

Sources: Distribution Agreement (Coventry Group), Distribution Agreement (Coventry Group), Distribution Agreement (Vintage Mutual Funds Inc)

Fee Adjustments. The fixed fees and other fees expressed as stated dollar amounts in this Schedule C and in this Agreement are subject to annual increases, commencing on the one-year anniversary date of the date of this Agreement, in an amount equal to the percentage increase in consumer prices for services as measured by the United States Consumer Price Index entitled “"All Services Less Rent of Shelter,” " or a similar index should such index no longer be published, since such one-year anniversary or since the date of the last fee increase, as applicable.

Appears in 4 contracts

Sources: Distribution Agreement (Coventry Group), Distribution Agreement (Coventry Funds Trust), Distribution Agreement (Coventry Group)

Fee Adjustments. The fixed fees and other fees expressed as stated dollar amounts in this Schedule C and in this Agreement are subject to annual increases, commencing on the onetwo-year anniversary date of the date of this Agreement, in an amount equal to the percentage increase in consumer prices for services as measured by the United States Consumer Price Index entitled “All Services Less Rent of Shelter,” or a similar index should such index no longer be published, since such one-year anniversary or since the date of the last fee increase, as applicable.

Appears in 1 contract

Sources: Distribution Agreement (Heartland Group Inc)

Fee Adjustments. The fixed fees and other fees expressed as stated dollar amounts in this Schedule C and in this Agreement are subject to annual increases, commencing on the one-year anniversary date of the date of this Agreement, in an amount equal to the percentage increase in consumer prices for services as measured by the United States Consumer Price Index entitled “All Services Less Rent of Shelter,” or a similar index should such index no longer be published, since such one-year anniversary or since the date of the last fee increase, as applicable. 1. Wholesaling Personnel Services Fees

Appears in 1 contract

Sources: Distribution Agreement (First Funds)

Fee Adjustments. The fixed fees and other fees expressed as stated dollar amounts in this Schedule C and in this Agreement are subject to annual increases, commencing on the one-year anniversary date of the oft he date of this oft his Agreement, in an amount equal to the percentage increase in consumer prices for services as measured by the United States Consumer Price Index entitled “All Services Less Rent of Shelter,” or a similar index should such index no longer be published, since such one-year anniversary or since the date of the last fee increase, as applicable.

Appears in 1 contract

Sources: Distribution Agreement (First Funds)

Fee Adjustments. The fixed fees and other fees expressed as stated dollar amounts in this Schedule C and in this Agreement are subject to annual increases, commencing on the one-year anniversary date of the date of this Agreement, in an amount equal to the percentage increase in consumer prices for services as measured by the United States Consumer Price Index entitled “All Services Less Rent of Shelter,” or a similar index should such index no longer be published, since such one-year anniversary or since the date of the last fee increase, as applicable. 1. Wholesaling Personnel Services

Appears in 1 contract

Sources: Distribution Agreement (Pacific Capital Funds)

Fee Adjustments. The fixed fees and other fees expressed as stated dollar amounts in this Schedule C A and in this Agreement are subject to annual increases, commencing on the one-year anniversary date of the date of this Agreement, in an amount equal to the percentage increase in consumer prices for services as measured by the United States Consumer Price Index entitled “All Services Less Rent of Shelter,” or a similar index should such index no longer be published, since such one-year anniversary or since the date of the last fee increase, as applicable.

Appears in 1 contract

Sources: Distribution Agreement (Thirty Eight Hundred Fund LLC)

Fee Adjustments. The fixed fees and other fees expressed as stated dollar amounts in this Schedule C and in this Agreement are subject to annual increases, commencing on the one-year anniversary date of the date of this Agreement, in an amount equal to the percentage increase in consumer prices for services as measured by the United States Consumer Price Index entitled “All Services Less Rent of Shelter,” or a similar index should such index no longer be published, since such one-year anniversary or since the date of the last fee increase, as applicable.. Services 1. Wholesaling Personnel Services

Appears in 1 contract

Sources: Distribution Agreement (First Funds)

Fee Adjustments. The fixed fees and other fees expressed as stated dollar amounts in this Schedule C and in this Agreement are subject to annual increases, commencing on the one-year anniversary date of the date of this Agreement, in an amount equal to the percentage increase in consumer prices for services as measured by the United States Consumer Price Index entitled “"All Services Less Rent of Shelter,” " or a similar index mutually agreed to should such index no longer be published, since such one-year anniversary or since the date of the last fee increase, as applicable; but under no circumstances may an annual increase exceed six percent (6%).

Appears in 1 contract

Sources: Distribution Agreement (Bjurman Barry Funds)