Brundage, Story and Rose, LLC 630 Fifth Avenue New York, NY 10111 Re: New Advisory Agreement Ladies and Gentlemen: Brundage, Story and Rose Investment Trust (the "Trust") is a diversified open-end management investment company registered under the...Brundage Story & Rose Investment Trust • March 30th, 2001 • New York
BRUNDAGE, STORY AND ROSE INVESTEMENT TRUST N-SAR FISCAL YEAR END 11/30/00Brundage Story & Rose Investment Trust • January 29th, 2001 • New York
UNDERWRITING AGREEMENT ---------------------- This Agreement made as of October 29, 1999 by and between Brundage, Story and Rose Investment Trust, an Ohio business trust (the "Trust"), and CW Fund Distributors, Inc., an Ohio corporation...Underwriting Agreement • March 31st, 2000 • Brundage Story & Rose Investment Trust • Ohio
ACCOUNTING SERVICES AGREEMENT ----------------------------- THIS AGREEMENT effective as of October 29, 1999 by and between Brundage, Story and Rose Investment Trust, an Ohio business trust (the "Trust"), and COUNTRYWIDE FUND SERVICES, INC., an Ohio...Accounting Services Agreement • March 31st, 2000 • Brundage Story & Rose Investment Trust • Ohio
TRANSFER, DIVIDEND DISBURSING, SHAREHOLDER SERVICE AND PLAN AGENCY AGREEMENT THIS AGREEMENT effective as of February 28, 1997 by and between , BRUNDAGE, STORY AND ROSE INVESTMENT TRUST, an Ohio business trust (the "Trust"), and COUNTRYWIDE FUND...Service and Plan Agency Agreement • April 1st, 1997 • Brundage Story & Rose Investment Trust
ACCOUNTING SERVICES AGREEMENT THIS AGREEMENT effective as of February 28, 1997 by and between Brundage, Story and Rose Investment Trust, an Ohio business trust (the "Trust"), and COUNTRYWIDE FUND SERVICES, INC., an Ohio corporation ("Countrywide")....Accounting Services Agreement • April 1st, 1997 • Brundage Story & Rose Investment Trust • Ohio
TRANSFER, DIVIDEND DISBURSING, SHAREHOLDER SERVICE -------------------------------------------------- AND PLAN AGENCY AGREEMENT ------------------------- THIS AGREEMENT effective as of October 29, 1999 by and between, BRUNDAGE, STORY AND ROSE...And Plan Agency Agreement • March 31st, 2000 • Brundage Story & Rose Investment Trust • Ohio
AGREEMENT TO TRANSFER UNDERWRITING CONTRACT AGREEMENT made as of this 29th day of April, 1998 by and between Countrywide Investments, Inc., a corporation organized under the laws of the State of Ohio ("Countrywide"), and CW Fund Distributors, Inc., a...Agreement • January 29th, 1999 • Brundage Story & Rose Investment Trust
INDEX TO EXHIBITS (1)(i) Agreement and Declaration of Trust* (1)(ii) Amendments to Agreement and Declaration of Trust* (2) Bylaws* (3) Inapplicable (4) Specimen of Share Certificate* (5)(i) Advisory Agreement* (5)(ii) Agreement to Transfer Investment...Brundage Story & Rose Investment Trust • April 1st, 1997
UNDERWRITING AGREEMENT This Agreement made as of February 28, 1997 by and between Brundage, Story and Rose Investment Trust, an Ohio business trust (the "Trust"), and Countrywide Investments, Inc., an Ohio corporation ("Underwriter"). WHEREAS, the...Underwriting Agreement • April 1st, 1997 • Brundage Story & Rose Investment Trust • Ohio
ADMINISTRATIVE SERVICES AGREEMENT --------------------------------- AGREEMENT dated as of October 29, 1999 between Brundage, Story and Rose Investment Trust, an Ohio business trust (the "Trust"), and Countrywide Fund Services, Inc., an Ohio...Administrative Services Agreement • March 31st, 2000 • Brundage Story & Rose Investment Trust • Ohio
ADMINISTRATIVE SERVICES AGREEMENT AGREEMENT dated as of February 28, 1997 between Brundage, Story and Rose Investment Trust (the "Trust"), an Ohio business trust, and Countrywide Fund Services, Inc. ("Countrywide"), an Ohio corporation. WHEREAS, the...Administrative Services Agreement • April 1st, 1997 • Brundage Story & Rose Investment Trust • Ohio
