CUSTODY AGREEMENTCustody Agreement • June 18th, 2014 • WST Investment Trust • Minnesota
THIS AGREEMENT is made and entered into as of this 21st day of October, 2013, by and between WST INVESTMENT TRUST, a Delaware statutory trust (the “Trust”) acting for and on behalf of each series as are currently authorized and issued by the Trust or may be authorized and issued by the Trust subsequent to the date of this Agreement (each a “Fund” and collectively the “Funds”) and U.S. BANK NATIONAL ASSOCIATION, a national banking association organized and existing under the laws of the United States of America (the “Custodian”).
DISTRIBUTION AGREEMENTDistribution Agreement • December 26th, 2017 • WST Investment Trust • Delaware
THIS DISTRIBUTION AGREEMENT (this “Agreement”) is made and entered into as of October 3, 2017, by and between WST Investment Trust, a Delaware statutory trust (the “Client”) on behalf of each of the Funds (as defined below), severally and not jointly, and Foreside Fund Services, LLC, a Delaware limited liability company (the “Distributor”).
DISTRIBUTION AGREEMENTDistribution Agreement • June 18th, 2014 • WST Investment Trust • Ohio
This Agreement made as of November 27, 2013 by and between WST INVESTMENT TRUST (the “Trust”), a Delaware statutory trust, and ULTIMUS FUND DISTRIBUTORS, LLC, an Ohio limited liability company (“Distributor”).
ADMINISTRATION AGREEMENTAdministration Agreement • June 18th, 2014 • WST Investment Trust • Ohio
THIS AGREEMENT is made as of this 27th day of November, 2013, by and between WST INVESTMENT TRUST (the “Trust”), a Delaware statutory trust having its principal place of business at 115 West Main Street, Suite 1700, Norfolk, VA 23510, and ULTIMUS FUND SOLUTIONS, LLC (“Ultimus”), a limited liability company organized under the laws of the State of Ohio and having its principal place of business at 225 Pictoria Drive, Suite 450, Cincinnati, Ohio 45246.
FUND ACCOUNTING AGREEMENTFund Accounting Agreement • December 28th, 2018 • WST Investment Trust • Ohio
THIS AGREEMENT is made as of this 27th day of November, 2013, by and between WST INVESTMENT TRUST (the “Trust”), a Delaware statutory trust having its principal place of business at ----------------------------------------------115 West Main Street, Suite 1700, Norfolk, VA 23510, and ULTIMUS FUND SOLUTIONS, LLC (“Ultimus”), a limited liability company organized under the laws of the State of Ohio and having its principal place of business at 225 Pictoria Drive, Suite 450, Cincinnati, Ohio 45246.
TRANSFER AGENT AND SHAREHOLDER SERVICES AGREEMENTTransfer Agent and Shareholder Services Agreement • June 18th, 2014 • WST Investment Trust • Ohio
THIS AGREEMENT is made as of this 27th day of November, 2013, by and between WST INVESTMENT TRUST (the “Trust”), a Delaware statutory trust having its principal place of business at 115 West Main Street, Suite 1700, Norfolk, VA 23510, and ULTIMUS FUND SOLUTIONS, LLC (“Ultimus”), a limited liability company organized under the laws of the State of Ohio and having its principal place of business at 225 Pictoria Drive, Suite 450, Cincinnati, Ohio 45246.
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 28th, 2015 • WST Investment Trust • Delaware
This Agreement is made and entered into effective as of July 15, 2014, by and between the WST Investment Trust, a Delaware statutory trust (the “Trust”) on behalf of the WST Asset Manager – U.S. Bond Fund, a series of shares of the Trust (the “Fund”), and Wilbanks, Smith & Thomas Asset Management, LLC, a Virginia limited liability company (the “Adviser”).
EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • October 1st, 2019 • WST Investment Trust
This Agreement is effective as of December 31, 2016, by and between the WSTCM Global Allocation Risk-Managed Fund (formerly known as WSTCM Sector Select Risk- Managed Fund) (the “Fund”), a series of shares of the WST Investment Trust, a Delaware statutory trust (the “Trust”) and Wilbanks, Smith & Thomas Asset Management, LLC, a Virginia limited liability company (the “Adviser”).
ADMINISTRATION AGREEMENTAdministration Agreement • December 28th, 2018 • WST Investment Trust • Ohio
THIS AGREEMENT is made as of this 27th day of November, 2013, by and between WST INVESTMENT TRUST (the “Trust”), a Delaware statutory trust having its principal place of business at 115 West Main Street, Suite 1700, Norfolk, VA 23510, and ULTIMUS FUND SOLUTIONS, LLC (“Ultimus”), a limited liability company organized under the laws of the State of Ohio and having its principal place of business at 225 Pictoria Drive, Suite 450, Cincinnati, Ohio 45246.
SUBSCRIPTION AGREEMENTSubscription Agreement • October 22nd, 2013 • WST Investment Trust • Delaware
AGREEMENT AND DECLARATION OF TRUST of WST INVESTMENT TRUST a Delaware Statutory Trust Principal Place of Business:Agreement and Declaration • June 28th, 2013 • WST Investment Trust • Delaware
WHEREAS, this AGREEMENT AND DECLARATION OF TRUST is made and entered into as of the date set forth below by the Trustees named hereunder for the purpose of forming a Delaware statutory trust in accordance with the provisions hereinafter set forth,
Distribution AgreementDistribution Agreement • December 29th, 2021 • WST Investment Trust
THIS DISTRIBUTION AGREEMENT (“Agreement”), effective as of the closing of the Transaction (as defined below) (the “Closing Date”), is by and between Foreside Fund Services, LLC (the “Distributor”) and WST Investment Trust (“Client”).
