Merrimac Funds Sample Contracts
BetweenAdministration Agreement • April 1st, 1997 • Merrimac Funds • Massachusetts
Contract Type FiledApril 1st, 1997 Company Jurisdiction
AMENDMENT TO TRANSFER AGENCY AND SERVICE AGREEMENTTransfer Agency and Service Agreement • April 28th, 2005 • Merrimac Funds
Contract Type FiledApril 28th, 2005 Company
ARTICLE 2By-Laws • May 1st, 2007 • Merrimac Funds
Contract Type FiledMay 1st, 2007 Company
MERRIMAC FUNDS Amendment No. 2 to MASTER TRUST AGREEMENTMaster Trust Agreement • April 21st, 1998 • Merrimac Funds
Contract Type FiledApril 21st, 1998 CompanyPursuant to Article IV, Section 4.2 of the Master Trust Agreement of the Merrimac Funds (the "Trust"), dated as of October 30, 1996 (the "Trust Agreement"), and pursuant to authorization by the Trustees of the Trust at a meeting duly called and held for such purpose on August 6, 1997, the following Series of the Trust is established and designated:
AMENDMENT TO TRANSFER AGENCY AND SERVICE AGREEMENTTransfer Agency and Service Agreement • May 1st, 2007 • Merrimac Funds • Massachusetts
Contract Type FiledMay 1st, 2007 Company Jurisdiction
BETWEENCustodian Agreement • April 1st, 1997 • Merrimac Funds • Massachusetts
Contract Type FiledApril 1st, 1997 Company Jurisdiction
AMENDMENT TO INVESTMENT SUB-ADVISER AGREEMENT The Investment Sub-Adviser Agreement dated as of June 1, 2003 (the "Agreement") by and between Investors Bank & Trust Company-Advisory Division (the "Adviser") and Lincoln Capital Fixed Income Management...Investment Sub-Adviser Agreement • May 1st, 2006 • Merrimac Funds
Contract Type FiledMay 1st, 2006 Company
INVESTMENT SUB-ADVISER AGREEMENT Agreement made as of this 24th day of February, 1997, between Investors Bank and Trust Company (the "Adviser"), a Massachusetts banking corporation, and Aeltus Investment Management, Inc. (the "Sub-Adviser"), a...Investment Sub-Adviser Agreement • April 1st, 1997 • Merrimac Funds
Contract Type FiledApril 1st, 1997 Company
Form of Shareholder Servicing AgreementShareholder Servicing Agreement • April 21st, 1998 • Merrimac Funds • Massachusetts
Contract Type FiledApril 21st, 1998 Company Jurisdiction
Exhibit 9b TRANSFER AGENCY AND SERVICE AGREEMENTTransfer Agency and Service Agreement • April 1st, 1997 • Merrimac Funds • Massachusetts
Contract Type FiledApril 1st, 1997 Company Jurisdiction
Form of Private Placement Agent AgreementPrivate Placement Agent Agreement • April 21st, 1998 • Merrimac Funds
Contract Type FiledApril 21st, 1998 Company
