TRANSFER AGENCY AGREEMENT THIS AGREEMENT is made this 9th day of February, 1989, by and between Hawaiian Tax-Free Trust, an unincorporated business trust organized under the laws of Massachusetts (the "Fund"), and Administrative Data Management Corp.,...Transfer Agency Agreement • July 28th, 1997 • Hawaiian Tax Free Trust
HAWAIIAN TAX-FREE TRUST AMENDMENT OF ADVISORY AGREEMENTAdvisory Agreement • July 21st, 2006 • Hawaiian Tax Free Trust
AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENT THIS AGREEMENT, made October 30, 1995 by and between Hawaiian Tax-Free Trust (the "Trust"), a Massachusetts business trust, 380 Madison Avenue, Suite 2300, New York, New York 10017, and Hawaiian Trust...Investment Advisory Agreement • January 26th, 1996 • Hawaiian Tax Free Trust
SUPPLEMENTAL AGREEMENT TO ANTI-MONEY LAUNDERING AMENDMENT WHEREAS, PFPC Inc. ("PFPC") and Hawaiian Tax-Free Trust (the "Fund") have entered into an Anti- Money Laundering Amendment (the "Amendment") dated October 23, 2002, which amends the Transfer...Supplemental Agreement • July 31st, 2003 • Hawaiian Tax Free Trust
This Supplemental Agreement contains the entire understanding between the parties with respect to the issues contemplated hereby. Except as expressly set forth herein, the Amendment shall remain unaffected hereby.
TRANSFER AGENCY SERVICES AGREEMENT THIS AGREEMENT is made as of November 7, 1997 by and between PFPC INC., a Delaware corporation ("PFPC"), and HAWAIIAN TAX-FREE TRUST, a Massachusetts business trust (the "Fund"). W I T N E S S E T H: WHEREAS, the...Transfer Agency Services Agreement • July 21st, 1998 • Hawaiian Tax Free Trust
ARTICLE ICustody Agreement • July 28th, 1997 • Hawaiian Tax Free Trust • Ohio
Date: September 17, 2001 SHAREHOLDER SERVICES AGREEMENT Aquila Distributors, Inc. (the "Distributor") 380 Madison Avenue Suite 2300 New York, NY 10017 Dear Sirs: HAWAIIAN TAX-FREE TRUST (the "Trust") confirms its agreement with Aquila Distributors,...Shareholder Services Agreement • July 23rd, 2002 • Hawaiian Tax Free Trust • New York
ANTI-MONEY LAUNDERING AMENDMENT TO DISTRIBUTION AGREEMENTDistribution Agreement • July 31st, 2003 • Hawaiian Tax Free Trust
This Agreement, made the day of December, 1992, by and between Hawaiian Tax- Free Trust (the "Trust"), a Massachusetts business trust with principal offices in New York, New York and Hawaiian Trust Company, Limited ("HTCo"), a trust company organized...Agreement • July 28th, 1997 • Hawaiian Tax Free Trust • Hawaii
ASSIGNMENT AND ASSUMPTION OF ADMINISTRATION AGREEMENT This Assignment and Assumption of Administration Agreement is entered into this 25th day of November, 2003 by and among Aquila Management Corporation ("Former Administrator"), a New York...Assignment and Assumption of Administration Agreement • July 22nd, 2004 • Hawaiian Tax Free Trust
AMENDED AND RESTATED DISTRIBUTION AGREEMENT AGREEMENT, made as of this 24th day of October, 1989, by and between Hawaiian Tax-Free Trust (hereinafter called the "Trust"), and Aquila Distributors, Inc. (hereinafter called the "Distributor"). W I T N E...Distribution Agreement • July 28th, 1997 • Hawaiian Tax Free Trust
ANTI-MONEY LAUNDERING AMENDMENT This ANTI-MONEY LAUNDERING AMENDMENT (this "Amendment") amends as of the 23rd day of October 2002 (the "Effective Date"), the Transfer Agency Service Agreement, dated as of November 7, 1997, between Hawaiian Tax-Free...Hawaiian Tax Free Trust • July 31st, 2003
AQUILA DISTRIBUTORS, INC. SALES AGREEMENT (for use with brokerage firms)Sales Agreement • July 28th, 1997 • Hawaiian Tax Free Trust
HAWAIIAN TAX-FREE TRUST DISTRIBUTION AGREEMENT AGREEMENT, made as of this 28th day of May, 1999 by and between HAWAIIAN TAX-FREE TRUST (hereinafter called the "Trust"), and AQUILA DISTRIBUTORS, INC., (hereinafter called the "Distributor"). W I T N E S...Distribution Agreement • July 28th, 1999 • Hawaiian Tax Free Trust
Revised 2/94 AQUILA DISTRIBUTORS, INC. SALES AGREEMENT (for use with investment advisers) From: To: Aquila Distributors, Inc. 380 Madison Avenue, Suite 2300 New York, N.Y. 10017 Gentlemen: We desire to enter into an agreement with you to make avail-...Hawaiian Tax Free Trust • July 28th, 1997
AQUILA DISTRIBUTORS, INC. SALES AGREEMENT (for use with financial institutions) From: To: Aquila Distributors, Inc. 380 Madison Avenue, Suite 2300 New York, N.Y. 10017 Gentlemen: We desire to enter into an agreement with you to make avail- able to our...Hawaiian Tax Free Trust • July 28th, 1997
AMENDED AGREEMENT AMONG INSUREDS UNDER FIDELITY BONDAmended Agreement • November 7th, 2017 • Hawaiian Tax Free Trust
AGREEMENT made as of September 17, 2017, by and among the investment companies (which include all series thereof) listed on Schedule A (the "Funds") and the corporations (the "Service Providers") listed on Schedule A, being providers of services to the Funds, on the date hereof consisting of Aquila Investment Management LLC ("Aquila") and Aquila Distributors, Inc. (the Funds and Service Providers being referred to collectively as the "Parties" and separately as a "Party").
AMENDED AGREEMENT AMONG INSUREDS UNDER FIDELITY BONDAmended Agreement • May 6th, 2016 • Hawaiian Tax Free Trust
AGREEMENT made as of March 1, 2016, by and among the investment companies (which include all series thereof) listed on Schedule A (the "Funds") and the corporations (the "Service Providers") listed on Schedule A, being providers of services to the Funds, on the date hereof consisting of Aquila Investment Management LLC ("Aquila") and Aquila Distributors LLC (the Funds and Service Providers being referred to collectively as the "Parties" and separately as a "Party").
draft 3/22/96 SHAREHOLDER SERVICING AGREEMENT Aquila Distributors, Inc. (the "Distributor") 380 Madison Avenue Suite 2300 New York, NY 10017 Dear Sirs: Hawaiian Tax-Free Trust (the "Fund") confirms its agreement with Aquila Distributors, Inc. (the...Shareholder Servicing Agreement • March 28th, 1996 • Hawaiian Tax Free Trust
AQUILA DISTRIBUTORS, INC. AGREEMENT FOR GROUP PURCHASES AT REDUCED PRICES FROM: TO: Aquila Distributors, Inc. 380 Madison Avenue, Suite 2300 New York, N.Y. 10017 (212) 697-6666 Gentlemen: We desire to enter into an agreement with you for the purchase...Hawaiian Tax Free Trust • July 28th, 1997
AMENDED AGREEMENT AMONG INSUREDS UNDER FIDELITY BONDAmended Agreement • November 8th, 2018 • Hawaiian Tax Free Trust
AGREEMENT made as of September 30, 2018, by and among the investment companies (which include all series thereof) listed on Schedule A (the “Funds”) and the corporations (the “Service Providers”) listed on Schedule A, being providers of services to the Funds, on the date hereof consisting of Aquila Investment Management LLC (“Aquila”) and Aquila Distributors, Inc. (the Funds and Service Providers being referred to collectively as the “Parties” and separately as a “Party”).
AMENDED AND RESTATED ADMINISTRATION AND BUSINESS MANAGEMENT AGREEMENTAdministration and Business Management Agreement • May 30th, 2013 • Hawaiian Tax Free Trust
THIS AGREEMENT, made as of the 1st day of November, 2012, by and between Hawaiian Tax-Free Trust (the "Trust"), a Massachusetts business trust, 380 Madison Avenue, Suite 2300, New York, New York 10017 and Aquila Investment Management LLC (the "Administrator/Business Manager"), a New York corporation, 380 Madison Avenue, Suite 2300, New York, New York 10017.
CUSTOMER IDENTIFICATION SERVICES AMENDMENT This Customer Identification Services Amendment (this "Amendment") amends, as of the 1st day of October, 2003 (the "Effective Date"), the Transfer Agency Services Agreement, dated as of November 7, 1997,...Hawaiian Tax Free Trust • July 22nd, 2004
AMENDED AND RESTATED ADMINISTRATION AGREEMENT THIS AGREEMENT, made the 30th day of October, 1995, by and between Hawaiian Tax-Free Trust (the "Trust"), a Massachusetts business Trust, 380 Madison Avenue, Suite 2300, New York, New York 10017 and Aquila...Administration Agreement • January 26th, 1996 • Hawaiian Tax Free Trust
AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • May 24th, 2013 • Hawaiian Tax Free Trust
THIS AGREEMENT, made as of November 1, 2012 by and between Hawaiian Tax-Free Trust (the “Trust”), a Massachusetts business trust, 380 Madison Avenue, Suite 2300, New York, New York 10017, and Asset Management Group of Bank of Hawaii (the “Adviser”), 130 Merchant Street, Suite 370, Honolulu, HI 96813,
AQUILA DISTRIBUTORS, INC. RELATED AGREEMENT FOR SALE OF SHARES OF HAWAIIAN TAX- FREE TRUST FROM: __________________________________ TO: Aquila Distributors, Inc. 380 Madison Avenue, Suite 2300 New York, N.Y. 10017 Gentlemen: 1. We understand that...Hawaiian Tax Free Trust • July 28th, 1997 • New York
