PROFESSIONALLY MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with Congress Asset Management Co., LLPInvestment Advisory Agreement • August 21st, 2023 • Professionally Managed Portfolios • Delaware
This INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is made as of August 15, 2023 by and between Professionally Managed Portfolios, a Massachusetts business trust (the “Trust”), on behalf of the series listed on Schedule A, which may be amended from time to time (each a “Fund”), and Congress Asset Management Co., LLP (the “Adviser”).
ETF DISTRIBUTION AGREEMENTEtf Distribution Agreement • August 21st, 2023 • Professionally Managed Portfolios • Delaware
This distribution agreement (the “Agreement”) is effective this 7th day of August 2023, and made by Professionally Managed Portfolios, a Massachusetts business trust (the “Trust”) having its principal place of business at 615 East Michigan Street, Milwaukee, WI 53202, and Quasar Distributors, LLC, a Delaware limited liability company (the “Distributor”) having its principal place of business at 111 E. Kilbourn Avenue, Suite 2200, Milwaukee, WI 53202.
FORM OF AUTHORIZED PARTICIPANT AGREEMENT PROFESSIONALLY MANAGED PORTFOLIOSAuthorized Participant Agreement • August 21st, 2023 • Professionally Managed Portfolios • New York
This Authorized Participant Agreement (the “Agreement”) is entered into by and between Quasar Distributors, LLC (the “Distributor”) and __________ (the “Participant”) and is subject to acceptance by [ ] (the “[Transfer Agent/Index Receipt Agent]”), and is further subject to acknowledgement and agreement by Professionally Managed Portfolios (the “Trust”), a series trust offering a number of portfolios of securities (each a “Fund” and collectively the “Funds”), solely with respect to Sections 4(c) and 12(c) herein. Capitalized terms used but not defined herein are defined in the current prospectus for each Fund as it may be supplemented or amended from time to time and included in the Trust’s Registration Statement on Form N-1A, as it may be amended from time to time, or otherwise filed with the U.S. Securities and Exchange Commission (“SEC”) (together with such Fund’s Statement of Additional Information incorporated therein, the “Prospectus”).
PROFESSIONALLY MANAGED PORTFOLIOS FUND SERVICING AGREEMENTFund Servicing Agreement • August 21st, 2023 • Professionally Managed Portfolios • Wisconsin
THIS FUND SERVICING AGREEMENT (the “Agreement”) is made and entered into as of the last date in the signature block (the “Effective Date”), by and between PROFESSIONALLY MANAGED PORTFOLIOS, a Massachusetts business trust (the “Trust”) and U.S. BANCORP FUND SERVICES, LLC d/b/a U.S. BANK GLOBAL FUND SERVICES, a Wisconsin limited liability company (“Fund Services”).
PROFESSIONALLY MANAGED PORTFOLIOS CUSTODY AGREEMENTCustody Agreement • August 21st, 2023 • Professionally Managed Portfolios • Minnesota
This Custody Agreement (the “Agreement”), is made and entered into as the last date in the signature block (the “Effective Date”), by and between PROFESSIONALLY MANAGED PORTFOLIOS, a Massachusetts business trust (the “Trust”), and U.S. BANK NATIONAL ASSOCIATION, a national banking association organized and existing under the laws of the United States of America with its principal place of business in Minneapolis, Minnesota (the “Custodian”).
