Exhibit 5.1 MANAGEMENT AGREEMENT -------------------- AGREEMENT made as of the 5th day of July, 1988, between CALAMOS ASSET MANAGEMENT, INC., a corporation organized under the laws of the State of Illinois and having its principal office and place of...Management Agreement • June 24th, 1997 • CFS Investment Trust
Exhibit 5.2 August 22, 1990Management Agreement • June 24th, 1997 • CFS Investment Trust
Pursuant to paragraph l(a) of the Management Agreement between CFS Investment Trust and Calamos Asset Management, Inc. dated July 5, 1988, we hereby notify you that the board of trustees of CFS Investment Trust has established two additional Sub-Trusts, designated Calamos Strategic Income Fund and Calamos Growth Fund, and has appointed you as Manager to act as manager and investment adviser to those Sub-Trusts on the terms and conditions set forth in the Agreement, except that the advisory fee schedule applicable to the Sub- Trusts designated Calamos Strategic Income Fund and Calamos Growth Fund shall be as follows:
Exhibit 13.4 ORGANIZATIONAL EXPENSES AGREEMENT CFS INVESTMENT TRUST, a Massachusetts business trust (the "Trust"), and CALAMOS ASSET MANAGEMENT, INC., an Illinois corporation ("CAM"), in consideration for the engagement by CAM as the investment...Organizational Expenses Agreement • June 24th, 1997 • CFS Investment Trust
ARTICLE I DEFINITIONSCustody Agreement • June 24th, 1997 • CFS Investment Trust • Illinois
Exhibit 13.1 CFS INVESTMENT TRUST Subscription Agreement ---------------------- 1. Subscription for Shares. I agree to purchase from CFS Investment Trust 4,996 shares of beneficial interest of the series designated Kalliston Convertible Total Return...CFS Investment Trust • June 24th, 1997 • CFS Investment Trust
Exhibit 9.2 August 22, 1990CFS Investment Trust • June 24th, 1997
Pursuant to paragraph 3 of the Transfer Agency Agreement between CFS Investment Trust and Calamos Asset Management, Inc. dated July 5, 1988, we hereby notify you that the board of trustees of CFS Investment Trust has established two additional Sub-Trusts, designated Calamos Strategic Income Fund and Calamos Growth Fund, and has designated you as transfer agent and shareholder servicing agent for those Sub-Trusts upon the terms and conditions set forth in the Transfer Agency Agreement.
EXHIBIT 9.5 USE OF NAME AGREEMENT CFS INVESTMENT TRUST, a Massachusetts business trust registered as an open-end management investment company under the Investment Company Act of 1940 (the "Trust"), and CALAMOS ASSET MANAGEMENT, INC., an Illinois...CFS Investment Trust • June 24th, 1997
Exhibit 1 CALAMOS INVESTMENT TRUST FIRST AMENDED AND RESTATED AGREEMENT AND DECLARATION OF TRUST June 23, 1997 CALAMOS INVESTMENT TRUST AMENDED AND RESTATED AGREEMENT AND DECLARATION OF TRUSTFirst and Amended and Restated Agreement and Declaration of Trust • June 24th, 1997 • CFS Investment Trust • Massachusetts
Exhibit 13.2 ORGANIZATIONAL EXPENSES AGREEMENT CFS INVESTMENT TRUST, a Massachusetts business trust (the "Trust"), and CALAMOS ASSET MANAGEMENT, INC., AN ILLINOIS CORPORATION ("CAM"), in consideration for the engagement by CAM as the investment...Organizational Expenses Agreement • June 24th, 1997 • CFS Investment Trust
ARTICLE 2CFS Investment Trust • June 24th, 1997
April 30, 1992CFS Investment Trust • June 24th, 1997
Pursuant to paragraph 3 of the Transfer Agency Agreement between CFS Investment Trust and Calamos Asset Management, Inc. dated July 5, 1988, we hereby notify you that the board of trustees of CFS Investment Trust has established an additional Sub-Trust, designated Calamos Convertible Fund, and has designated you as transfer agent and shareholder servicing agent for that Sub-Trust upon the terms and conditions set forth in the Transfer Agency Agreement.
Exhibit 9.1 TRANSFER AGENCY AGREEMENT AGREEMENT made as of the 20th of July, 1988, between CALAMOS ASSET MANAGEMENT, INC., a corporation organized under the laws of the State of Illinois and having its principal office and place of business in Oak...Transfer Agency Agreement • June 24th, 1997 • CFS Investment Trust • Illinois
