March 10, 2003 Evergreen Service Company 200 Berkeley Street Boston, Massachusetts 02116 To Whom It May Concern: Pursuant to Paragraph 1 of the Master Transfer and Recordkeeping Agreement dated September 18, 1997 between Evergreen Service Company and...Evergreen Equity Trust /De/ • March 10th, 2003
Pursuant to Paragraph 1 of the Master Transfer and Recordkeeping Agreement dated September 18, 1997 between Evergreen Service Company and various Funds (the "Agreement"), as defined in the Agreement, this is to notify Evergreen Service Company that Evergreen Merger & Acquisition Fund, Evergreen Mid Cap Value Fund and Evergreen Small Cap Value Fund II, each a series of Evergreen Equity Trust, hereby elect to become a Fund party to such Agreement.
EXHIBIT B THE EVERGREEN FUNDS DEFERRED COMPENSATION PLAN AGREEMENT, made on this ___ day of __________ __, 1995, by and between the registered open-end investment companies listed in Attachment A hereto (each a "Fund" and together, the "Funds"), and...Evergreen Equity Trust /De/ • November 10th, 1997 • North Carolina
UNDISCOVERED MANAGERS FUNDS FORM OF SUB-ADVISORY AGREEMENT (Undiscovered Managers Small Cap Value Fund) This Sub-Advisory Agreement (this "Agreement") is entered into as of [________ ___, ______] by and between Undiscovered Managers, LLC, a Delaware...Sub-Advisory Agreement • March 10th, 2003 • Evergreen Equity Trust /De/ • Massachusetts
ADMINISTRATIVE SERVICES AGREEMENT This Administrative Services Agreement is made as of this 3rd day of January, 2000 between Evergreen Equity Trust, a Delaware business trust (herein called the "Trust"), and Evergreen Investment Services, Inc., a...Administrative Services Agreement • December 14th, 2001 • Evergreen Equity Trust /De/ • Delaware
AMENDMENT TO CUSTODIAN AGREEMENT This Amendment to Custodian Agreement is made as of June 29, 2001 by and between Evergreen Equity Trust (the "Fund") and State Street Bank and Trust Company (the "Custodian"). Capitalized terms used in this Amendment...Custodian Agreement • February 28th, 2002 • Evergreen Equity Trust /De/
FORM OF SUBADVISORY AGREEMENT UNDISCOVERED MANAGERS FUNDS SUB-ADVISORY AGREEMENT (Undiscovered Managers Mid Cap Value Fund) This Sub-Advisory Agreement (this "Agreement") is entered into as of [________ __, _____] by and between Undiscovered Managers,...Sub-Advisory Agreement • March 10th, 2003 • Evergreen Equity Trust /De/ • Massachusetts
AGREEMENT AND DECLARATION OF TRUSTAgreement and Declaration • October 8th, 1997 • Evergreen Equity Trust /De/ • Delaware
MASTER ADMINISTRATIVE SERVICES AGREEMENT This Administrative Services Agreement is made as of this 2nd day of January, 2002 between the Evergreen Trusts listed on SCHEDULE A, each a Delaware business trust (herein called individually the "Trust" and...Master Administrative Services Agreement • March 10th, 2003 • Evergreen Equity Trust /De/ • Delaware
PRINCIPAL UNDERWRITING AGREEMENT EVERGREEN EQUITY TRUST CLASS A AND C SHARES AGREEMENT made this 18th day of September, 1997 by and between Evergreen Equity Trust on behalf of its series listed on Exhibit A attached hereto and made a part hereof (such...Principal Underwriting Agreement • March 10th, 2003 • Evergreen Equity Trust /De/ • Massachusetts
INVESTMENT ADVISORY AND MANAGEMENT AGREEMENT AGREEMENT made the 18th day of September 1997, by and between EVERGREEN EQUITY TRUST, a Delaware business trust (the "Trust") and KEYSTONE INVESTMENT MANAGEMENT COMPANY, a Delaware Corporation, (the...Investment Advisory and Management Agreement • March 10th, 2003 • Evergreen Equity Trust /De/ • Delaware
BY-LAWS OFEvergreen Equity Trust /De/ • January 26th, 2001
AMENDED AND RESTATED AGREEMENT AND DECLARATION OF TRUST of EVERGREEN EQUITY TRUST a Delaware Statutory Trust Principal Place of Business:Agreement and Declaration of Trust • January 28th, 2009 • Evergreen Equity Trust /De/ • Delaware
PORTFOLIO MANAGEMENT AGREEMENT AGREEMENT made this 1st day of November, 2001, by and between First Union National Bank, a national banking association, ("the Advisor"), and Evergreen Investment Management Company, LLC, a Delaware corporation ("the...Portfolio Management Agreement • January 26th, 2001 • Evergreen Equity Trust /De/ • Massachusetts
AMENDED AND RESTATED MASTER TRANSFER AND RECORDKEEPING AGREEMENTMaster Transfer and Recordkeeping Agreement • July 27th, 2009 • Evergreen Equity Trust /De/ • Massachusetts
AMENDED AND RESTATED MASTER TRANSFER AND RECORDKEEPING AGREEMENT made as of the 21st day of September, 2006 by and between each of the parties listed on Exhibit A which is attached hereto and made a part hereof (each a “Fund” or “Funds”), each for itself and not jointly, each having its principal place of business at 200 Berkeley Street, Boston, Massachusetts 02116, and Evergreen Service Company, LLC (“ESC”), having its principal place of business at 200 Berkeley Street, Boston, Massachusetts 02116.
TAX SERVICES ADMINISTRATION AGREEMENTTax Services Administration Agreement • September 11th, 2007 • Evergreen Equity Trust /De/ • Massachusetts
AGREEMENT dated as of July 1, 2003 by and between Evergreen Investment Services, Inc. (“Evergreen”) and State Street Bank and Trust Company (the “Financial Administrator”).
AMENDED AND RESTATED CLASS B DISTRIBUTION AGREEMENT AGREEMENT, made as of the 20th day of September, 2002 by and between Evergreen Equity Trust (the "Trust"), separately on behalf of each of the Funds as defined below, and Evergreen Distributor, Inc....Class B Distribution Agreement • March 10th, 2003 • Evergreen Equity Trust /De/ • New York
W I T N E S S E T H T H A TMaster Transfer and Recordkeeping Agreement • March 12th, 1998 • Evergreen Equity Trust /De/ • Massachusetts
INVESTMENT ADVISORY AND MANAGEMENT AGREEMENTInvestment Advisory and Management Agreement • April 29th, 2009 • Evergreen Equity Trust /De/ • Delaware
AGREEMENT made the 12th day of February, 2009, by and between EVERGREEN EQUITY TRUST, a Delaware statutory trust (the "Trust") and, EVERGREEN INVESTMENT MANAGEMENT COMPANY, LLC, a Delaware limited liability corporation (the "Adviser").
A. CLASS A SHARESEvergreen Equity Trust /De/ • November 10th, 1997
FORM OF INVESTMENT ADVISORY AND MANAGEMENT AGREEMENT] AGREEMENT made the 15th day of October 1999, by and between EVERGREEN EQUITY TRUST, a Delaware business trust (the "Trust") and MENTOR INVESTMENT MANAGEMENT COMPANY, a national banking association...And Management Agreement • August 17th, 1999 • Evergreen Equity Trust /De/ • Delaware
INVESTMENT ADVISORY AND MANAGEMENT AGREEMENTInvestment Advisory and Management Agreement • April 29th, 2009 • Evergreen Equity Trust /De/ • Delaware
AGREEMENT made the 12th day of February, 2009, by and between EVERGREEN EQUITY TRUST, a Delaware statutory trust (the "Trust") and, EVERGREEN INVESTMENT MANAGEMENT COMPANY, LLC, a Delaware limited liability corporation (the "Adviser").
PRINCIPAL UNDERWRITING AGREEMENT EVERGREEN EQUITY TRUST CLASS B SHARESPrincipal Underwriting Agreement • March 12th, 1998 • Evergreen Equity Trust /De/ • Massachusetts
PRINCIPAL UNDERWRITING AGREEMENT EVERGREEN EQUITY TRUSTPrincipal Underwriting Agreement • January 28th, 2009 • Evergreen Equity Trust /De/ • Massachusetts
AGREEMENT made as of this 31st day of December, 2008 by and between Evergreen Equity Trust on behalf of its series listed on Exhibit A attached hereto and made a part hereof, and each series subsequently issued by the Trust, (such Trust and series referred to herein as "Fund" individually or "Funds" collectively) and Evergreen Investment Services, Inc., a Delaware corporation ("Principal Underwriter").
AMENDMENT TO CUSTODIAN AGREEMENTCustodian Agreement • April 26th, 2007 • Evergreen Equity Trust /De/
Amendment dated January 19, 2006, to the Custodian Agreement, dated September 18, 1997, as amended, by and between State Street Bank and Trust Company (the “Custodian”) and Evergreen Equity Trust (the “Fund”) (the “Agreement”).
MASTER ADMINISTRATIVE SERVICES AGREEMENTMaster Administrative Services Agreement • December 11th, 2007 • Evergreen Equity Trust /De/ • Delaware
This Administrative Services Agreement is made as of this 2nd day of January, 2002 between the Evergreen Trusts listed on SCHEDULE A, each a Delaware business trust (herein called individually the “Trust” and together the "Trusts"), and Evergreen Investment Services, Inc., a Delaware corporation (herein called "EIS").
MASTER TRANSFER AND RECORDKEEPING AGREEMENTMaster Transfer and Recordkeeping Agreement • July 8th, 2005 • Evergreen Equity Trust /De/ • Massachusetts
AGREEMENT made as of the 18th day of September, 1997 by and between each of the parties listed on Exhibit A which is attached hereto and made a part hereof (each a “Fund” or “Funds”), each for itself and not jointly, each having its principal place of business at 200 Berkeley Street, Boston, Massachusetts 02116, and Evergreen Service Company (“ESC”), having its principal place of business at 200 Berkeley Street, Boston, Massachusetts 02116.
INTERIM INVESTMENT ADVISORY AND MANAGEMENT AGREEMENTInterim Investment Advisory and Management Agreement • February 27th, 2009 • Evergreen Equity Trust /De/ • Delaware
AGREEMENT made the 31st day of December 2008, by and between EVERGREEN EQUITY TRUST, a Delaware business trust (the “Trust”) and EVERGREEN INVESTMENT MANAGEMENT COMPANY, LLC, a Delaware limited liability company, (the “Adviser”).
UNDERWRITING AGREEMENTUnderwriting Agreement • November 10th, 1997 • Evergreen Equity Trust /De/
TRANSFER AND ASSUMPTION OF MASTER ADMINISTRATIVE SERVICES AGREEMENTTransfer and Assumption • January 28th, 2008 • Evergreen Equity Trust /De/
This TRANSFER AND ASSUMPTION OF MASTER ADMINISTRATIVE SERVICES AGREEMENT (the "Agreement") is made as of January 1, 2008, by and among Evergreen Investment Management Company, LLC, 200 Berkeley Street, Boston, MA 02116 (“EIMC”), Evergreen Investment Services, Inc., 200 Berkeley Street, Boston, MA 02116 (“EIS”), and each of the Evergreen Trusts listed on Schedule A to this Agreement, each a Delaware statutory trust, 200 Berkeley Street, Boston, MA 02116, separately, and not jointly (each, a "Trust" and collectively, the "Trusts").
MASTER ADMINISTRATIVE SERVICES AGREEMENTMaster Administrative Services Agreement • April 25th, 2008 • Evergreen Equity Trust /De/ • Delaware
This Administrative Services Agreement is made as of this 2nd day of January, 2002 between the Evergreen Trusts listed on SCHEDULE A, each a Delaware business trust (herein called individually the “Trust” and together the "Trusts"), and Evergreen Investment Services, Inc., a Delaware corporation (herein called "EIS").
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • February 27th, 2009 • Evergreen Equity Trust /De/ • Massachusetts
AGREEMENT made as of the 12th day of February, 2009, by and among Evergreen Investment Management Company, LLC (the "Adviser"), Evergreen Equity Trust (the "Trust"), a Delaware statutory trust, on behalf of its series company, Evergreen Utility and Telecommunications Fund (the "Fund"), and Crow Point Partners, LLC (the "Sub-adviser").
MASTER TRANSFER AND RECORDKEEPING AGREEMENTMaster Transfer and Recordkeeping Agreement • March 1st, 2006 • Evergreen Equity Trust /De/ • Massachusetts
AGREEMENT made as of the 18th day of September, 1997 by and between each of the parties listed on Exhibit A which is attached hereto and made a part hereof (each a “Fund” or “Funds”), each for itself and not jointly, each having its principal place of business at 200 Berkeley Street, Boston, Massachusetts 02116, and Evergreen Service Company (“ESC”), having its principal place of business at 200 Berkeley Street, Boston, Massachusetts 02116.
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • April 29th, 2009 • Evergreen Equity Trust /De/ • Massachusetts
AGREEMENT made this 12th day of February, 2009, by and between Evergreen Investment Management Company, LLC (the "Adviser"), and Golden Capital Management, LLC (the "Sub-adviser").
SUBADVISORY AGREEMENT AGREEMENT made as of the 1st day of September, 2002, by and between Evergreen Investment Management Company, LLC, a Delaware corporation (the "Advisor"), and Marsico Capital Management, LLC, a Delaware limited liability company...Subadvisory Agreement • September 11th, 2002 • Evergreen Equity Trust /De/ • Massachusetts
INVESTMENT ADVISORY AND MANAGEMENT AGREEMENT AGREEMENT made the day of 1997, by and between EVERGREEN SELECT EQUITY TRUST, a Delaware business trust (the "Trust"), and KEYSTONE INVESTMENT MANAGEMENT COMPANY, a Delaware corporation (the "Adviser")....Investment Advisory and Management Agreement • December 12th, 1997 • Evergreen Equity Trust /De/ • Delaware
