AMENDMENT TO THE SERVICES AGREEMENTServices Agreement • September 16th, 2020 • Boston Trust Walden Funds
THIS AMENDMENT made as of August 18, 2020 (“Amendment”) to that certain Services Agreement dated as of June 30, 2016 (“Agreement”), by and between Boston Trust Walden Funds (f/k/a The Boston Trust and Walden Funds), a Massachusetts business trust (“Client”) and Citi Fund Services Ohio, Inc. (“Service Provider” and, with the Client, referred to herein individually as “Party” and collectively as “Parties”). All capitalized terms used but not defined herein shall have the meaning given to them in the Agreement.
AMENDMENT TO THE GLOBAL CUSTODIAL SERVICES AGREEMENTGlobal Custodial Services Agreement • September 16th, 2020 • Boston Trust Walden Funds
THIS AMENDMENT made as of August 18, 2020 (“Amendment”) to that certain Global Custodial Services Agreement dated as of June 9, 2015 (“Agreement”), by and between Boston Trust Walden Funds (f/k/a The Boston Trust and Walden Funds) (“Trust”) organized under the laws of Massachusetts on behalf of each series of the Trust listed on Schedule 1 of the Agreement as amended from time to time (each, a “Fund” and with the Trust collectively, the “Client”) and Citibank, N.A. acting through its offices located in New York (“Custodian”, and with the Client, referred to herein individually as “Party” and collectively as “Parties”). All capitalized terms used but not defined herein shall have the meaning given to them in the Agreement.
AMENDMENT TO EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • September 16th, 2020 • Boston Trust Walden Funds
This Amendment (“AMENDMENT”), date as of August 18, 2020, amends that certain Expense Limitation Agreement (the “Agreement”), dated February 26, 2019, as amended, between Boston Trust Walden Funds (formerly The Boston Trust & Walden Funds), a Massachusetts business trust (the “Trust”) and Boston Trust Walden Inc. (formerly Boston Trust Investment Management, Inc.), a corporation organized under the laws of the Commonwealth of Massachusetts (the “Investment Adviser”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
AMENDMENT TO SUB-TRANSFER AGENCY AGREEMENTSub-Transfer Agency Agreement • September 16th, 2020 • Boston Trust Walden Funds
This Amendment (this “Amendment”), dated as of August 18, 2020, amends the Sub-Transfer Agency Services Agreement dated February 24, 2010, as amended (the “Agreement”) between Boston Trust Walden Company (formerly The Boston Trust & Investment Management Company) and Boston Trust Walden Funds (formerly the Coventry Group) (collectively, the “Clients”) and FIS Investor Services LLC, a Delaware limited liability company (“FIS”) formerly known as SunGard Investor Services LLC (assignee of Citi Fund Services Ohio, Inc. (“Citi Fund”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement. For the avoidance of any doubt, references in the Agreement to “Citi” shall be deemed references to FIS and references to The Boston Trust & Investment Management Company shall be deemed references to Boston Trust Walden Company.
AMENDMENT TO CUSTODY AGREEMENTCustody Agreement • September 16th, 2020 • Boston Trust Walden Funds
This Amendment (the “Amendment”), made as of August 18, 2020, amends the Custody Agreement between Boston Trust Walden Company (formerly Boston Trust & Investment Management Company), a banking and trust company organized under the laws of the Commonwealth of Massachusetts (the “Custodian”) and Boston Trust Walden Funds (formerly The Boston Trust & Walden Funds), a business trust organized under the laws of the Commonwealth of Massachusetts (the “Trust”), as amended and restated on March 23, 1999, May 24, 2012, December 6, 2012, March 16, 2016 and September 4, 2019 (the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • September 16th, 2020 • Boston Trust Walden Funds
This Amendment (“AMENDMENT”), dated as of August 18, 2020, amends the Investment Advisory Agreement dated September 30, 2004, as amended, (the “Agreement”) between Boston Trust Walden Funds (formerly The Boston Trust & Walden Funds), a Massachusetts business Trust (the “Trust) and Boston Trust Walden Inc. (formerly Boston Trust Investment Management, Inc.), a corporation organized under the laws of the Commonwealth of Massachusetts (the “Investment Adviser”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
AMENDMENT TO EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • September 16th, 2020 • Boston Trust Walden Funds
AMENDMENT made as of August 14, 2019, between The Boston Trust & Walden Funds (the “Trust”) and Boston Trust Investment Management, Inc., a corporation organized under the laws of the Commonwealth of Massachusetts (the “Investment Adviser”), to that certain Expense Limitation Agreement (the “Agreement”), dated February 26, 2019, between the Trust and the Investment Adviser. All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
AMENDMENT TO TRANSFER AGENCY AGREEMENTTransfer Agency Agreement • September 16th, 2020 • Boston Trust Walden Funds
This Amendment (the “Amendment”), dated as of August 18, 2020, amends the Transfer Agency Agreement (“Agreement”) between Boston Trust Walden Company (formerly the Boston Trust & Investment Management Company), a banking and trust company organized under the laws of the Commonwealth of Massachusetts (the “Transfer Agent”) and Boston Trust Walden Funds (formerly The Boston Trust & Walden Funds), a business trust organized under the laws of the Commonwealth of Massachusetts (the “Trust. All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
SECOND AMENDMENT TO DISTRIBUTION AGREEMENTDistribution Agreement • September 16th, 2020 • Boston Trust Walden Funds • Delaware
This second amendment (“Amendment”), dated as of August 18, 2020, amends the Distribution Agreement dated as of May 31, 2017 (the “Agreement”) by and between Boston Trust Walden Funds (formerly The Boston Trust & Walden Funds) (herein, the “Fund Company”) and Foreside Financial Services, LLC (herein, “Foreside”).
