American Funds Portfolio Series AMENDED AND RESTATED agreement and declaration of trustAgreement and Declaration of Trust • October 29th, 2020 • American Funds Portfolio Series • Delaware
WHEREAS, the Trustees of American Funds Portfolio Series entered into an Amended and Restated Agreement and Declaration of Trust dated as of September 18, 2019; and
AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • December 30th, 2021 • American Funds Portfolio Series • California
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between AMERICAN FUNDS PORTFOLIO SERIES, a Delaware statutory trust (the “Trust”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTCapital World • December 29th, 2017 • American Funds Portfolio Series • California
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between AMERICAN FUNDS PORTFOLIO SERIES, a Delaware statutory trust (the “Trust”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • December 29th, 2016 • American Funds Portfolio Series • California
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between AMERICAN FUNDS PORTFOLIO SERIES, a Delaware statutory trust (the “Trust”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
AMERICAN FUNDS PORTFOLIO SERIES PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • March 23rd, 2012 • American Funds Portfolio Series • California
THIS PRINCIPAL UNDERWRITING AGREEMENT, is between AMERICAN FUNDS PORTFOLIO SERIES, a Delaware statutory trust (the “Trust”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
AMENDED AND RESTATED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • October 29th, 2020 • American Funds Portfolio Series • California
AMERICAN FUNDS PORTFOLIO SERIES SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • March 23rd, 2012 • American Funds Portfolio Series • California
GLOBAL CUSTODY AGREEMENTGlobal Custody Agreement • March 23rd, 2012 • American Funds Portfolio Series • 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").
AMERICAN FUNDS PORTFOLIO SERIES AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • August 28th, 2014 • American Funds Portfolio Series • California
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT, is between AMERICAN FUNDS PORTFOLIO SERIES, a Delaware statutory trust (the “Trust”), and AMERICAN FUNDS DISTRIBUTORS, INC., a California corporation (the “Distributor”).
AMENDED AND RESTATED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • December 30th, 2022 • American Funds Portfolio Series
AMERICAN FUNDS PORTFOLIO SERIES INVESTMENT ADVISORY AND SERVICE AGREEMENTInvestment Advisory and Service Agreement • March 23rd, 2012 • American Funds Portfolio Series
THIS INVESTMENT ADVISORY AND SERVICE AGREEMENT, dated and effective as of the 20th day of March, 2012, is made and entered into by and between AMERICAN FUNDS PORTFOLIO SERIES (the “Trust”), a Delaware statutory trust, and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
AMERICAN FUNDS portfolio SERIES AMENDED AND RESTATED SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • August 28th, 2014 • American Funds Portfolio Series • California
INVESTMENT ADVISORY AND SERVICE AGREEMENTFunds Portfolio Series • December 29th, 2016 • American Funds Portfolio Series
THIS amended and restated investment advisory and service AGREEMENT, dated and effective as of the 1st day of February, 2016, is made and entered into by and between AMERICAN FUNDS PORTFOLIO SERIES (the “Trust”), a Delaware statutory trust, and CAPITAL RESEARCH AND MANAGEMENT COMPANY, a Delaware corporation (the “Investment Adviser”).
