AMERICAN FUNDS GLOBAL BALANCED FUND AMENDED AND RESTATED agreement and declaration of trustAgreement and Declaration of Trust • October 29th, 2020 • American Funds Global Balanced Fund • Delaware
WHEREAS, the Trustees of AMERICAN FUNDS GLOBAL BALANCED FUND entered into an Amended and Restated Agreement and Declaration of Trust dated as of September 14, 2017; and
AMENDED AND RESTATED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • December 31st, 2020 • American Funds Global Balanced Fund • California
AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • December 30th, 2021 • American Funds Global Balanced Fund • California
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT is between AMERICAN FUNDS GLOBAL BALANCED FUND, a Delaware statutory trust (the “Fund”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
AMENDED AND RESTATED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • December 30th, 2021 • American Funds Global Balanced Fund
INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • December 30th, 2022 • American Funds Global Balanced Fund
THIS investment advisory and service AGREEMENT, dated and effective as of the 1st day of May, 2022, is made and entered into by and between AMERICAN FUNDS GLOBAL BALANCED FUND, a Delaware statutory trust (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTCapital World • December 29th, 2017 • American Funds Global Balanced Fund • California
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between AMERICAN FUNDS GLOBAL BALANCED FUND, a Delaware statutory trust (the “Fund”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
GLOBAL CUSTODY AGREEMENTGlobal Custody Agreement • October 29th, 2020 • American Funds Global Balanced Fund • New York
This AGREEMENT is effective as of December 21, 2006, and is between JPMORGAN CHASE BANK, NATIONAL ASSOCIATION ("Bank") and each of the investment companies and other pooled investment vehicles (which may be organized as corporations, business or other trusts, limited liability companies, partnerships or other entities) managed by Capital Research and Management Company and listed on Appendix A hereto, as such Appendix may be amended from time to time (each a "Customer").
AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • December 29th, 2016 • American Funds Global Balanced Fund • California
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between [NAME OF FUND], [a Delaware statutory trust/Massachusetts business trust/Maryland corporation] (the “Fund”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • December 29th, 2010 • American Funds Global Balanced Fund • California
THIS PRINCIPAL UNDERWRITING AGREEMENT, is between [FUND], a Delaware statutory trust (the "Fund"), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the "Distributor").
AMERICAN FUNDS GLOBAL BALANCED FUND AMENDED AND RESTATED ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • December 31st, 2018 • American Funds Global Balanced Fund • California
WHEREAS, American Funds Global Balanced Fund (the “Fund”), is a Delaware statutory trust registered under the Investment Company Act of 1940, as amended (the “1940 Act”), as an open-end management investment company that offers Class A shares; Class C shares; Class T shares; Class F-1 shares, Class F-2 shares and Class F-3 shares (“Class F shares”); Class 529-A shares, Class 529-C shares, Class 529-E shares, Class 529-T shares and Class 529-F-1 shares, (“Class 529 shares”); and Class R-1 shares, Class R-2 shares, Class R-2E shares, Class R-3 shares, Class R-4 shares, Class R-5E shares, Class R-5 shares and Class R-6 shares (“Class R shares”)of beneficial interest (Class A shares, Class C shares, Class T shares, Class F shares, Class 529 shares and Class R shares, collectively, the “shares”);
FUND] SHAREHOLDER SERVICES AGREEMENTIndemnification Agreement • December 29th, 2010 • American Funds Global Balanced Fund • Delaware
Annual account maintenance fee (paid monthly): Fee per account (annual rate) Rate Broker controlled account (networked and street) $0.84 Full service account $16.00
AMENDED AND RESTATED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • December 30th, 2022 • American Funds Global Balanced Fund
GLOBAL CUSTODY AGREEMENTGlobal Custody Agreement • December 29th, 2010 • American Funds Global Balanced Fund • New York
This AGREEMENT is effective as of November 1, 2010, and is between The Bank of New York Mellon ("Bank") and each of the investment companies and other pooled investment vehicles (which may be organized as corporations, business or other trusts, limited liability companies, partnerships or other entities) managed by Capital Research and Management Company or its affiliates and listed on Appendix A hereto, as such Appendix may be amended from time to time (each a "Customer").
FUND] INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • December 29th, 2010 • American Funds Global Balanced Fund
THIS INVESTMENT ADVISORY AND SERVICE AGREEMENT, dated and effective as of the day of, is made and entered into by and between [FUND], a Delaware statutory trust (the “Fund”), and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
