AMENDED AND RESTATED TRANSFER AGENCY AND SERVICE AGREEMENTTransfer Agency and Service Agreement • December 19th, 2013 • John Hancock Investment Trust • Massachusetts
This Amended and Restated Transfer Agency and Service Agreement is made as of the 1st day of July, 2013 by and between each investment company identified on Exhibit A attached hereto (individually the “Fund” and collectively the “Funds”), each a Massachusetts business trust having its principal office and place of business at 601 Congress Street, Boston, Massachusetts, 02210 and John Hancock Signature Services, Inc. (“JHSS”), a Delaware corporation having its principal office and place of business at 380 Stuart Street, Boston, Massachusetts, 02116 (“JHSS”) and amends and restates the Transfer Agency and Service Agreements dated June 1, 2007, as amended between the parties.
AMENDMENT TO THE AMENDED AND RESTATED TRANSFER AGENCY AND SERVICE AGREEMENT FOR JOHN HANCOCK FUNDSAgency and Service Agreement • December 19th, 2013 • John Hancock Investment Trust
This Amendment dated as of October 1, 2013 is made to the Amended and Restated Transfer Agency and Services Agreement dated July 1, 2013 (the “Agreement”) by and between each investment company identified on Exhibit A of the Agreement (individually the “Fund” and collectively the “Funds”) and John Hancock Signature Services, Inc. (“JHSS”).
AMENDMENT TO THE AMENDED AND RESTATED TRANSFER AGENCY AND SERVICE AGREEMENTTransfer Agency and Service Agreement • December 19th, 2013 • John Hancock Investment Trust
AMENDMENT made as of the 18th day of December, 2013 is made to the Amended and Restated Transfer Agency and Services Agreement dated July 1, 2013, as amended (the “Agreement”), by and between each investment company identified on Exhibit A of the Agreement (individually the “Fund” and collectively the “Funds”) and John Hancock Signature Services, Inc. (“JHSS”).
Re: Rule 12b-1 Fee Waiver Letter AgreementLetter Agreement • December 19th, 2013 • John Hancock Investment Trust
With reference to each of the Distribution Plans entered into by and between John Hancock Funds, LLC (the “Distributor”) and each of the trusts listed in Appendix A to this letter (each, a “Trust” and collectively, the “Trusts”), on behalf of each of their respective series listed in Appendix A (each, a “Fund” and collectively, the “Funds”), we hereby notify you as follows:
John Hancock Advisers, LLCJohn Hancock Investment Trust • December 19th, 2013
The Adviser contractually agrees to reduce its management fee or, if necessary, make payment to each of the following share classes of the Fund in an amount equal to the amount by which “Expenses” of the share class exceed the percentage of average annual net assets (on an annualized basis) attributable to the class as set forth in the table below. “Expenses” means all the expenses attributable to a class of shares, excluding fund level expenses such as (a) advisory fees, (b) acquired fund fees and expenses paid indirectly, (c) taxes, (d) brokerage commissions, (e) interest expense, (f) litigation and indemnification expenses and other extraordinary expenses not incurred in the ordinary course of the Fund’s business and (g) short dividend expense.
JOHN HANCOCK INVESTMENT TRUST AMENDMENT TO ADVISORY AGREEMENTHancock Investment Trust • December 19th, 2013 • John Hancock Investment Trust
AMENDMENT made as of the 18th day of December, 2013, to the Advisory Agreement dated July 1, 2009, as amended (the “Agreement”), between John Hancock Investment Trust, a Massachusetts business trust, on behalf of its series John Hancock Enduring Assets Fund, John Hancock Seaport Fund and John Hancock Small Cap Core Fund (the “Funds”), and John Hancock Advisers, LLC, a Delaware limited liability company. In consideration of the mutual covenants contained herein, the parties agree as follows:
JOHN HANCOCK INVESTMENT TRUST SUBADVISORY AGREEMENTHancock Investment Trust • December 19th, 2013 • John Hancock Investment Trust • Massachusetts
AGREEMENT made as of the 18th day of December, 2013, between John Hancock Advisers, LLC, a Delaware limited liability company (the "Adviser"), and Wellington Management Company, LLP, a Massachusetts limited liability partnership (the "Subadviser"). In consideration of the mutual covenants contained herein, the parties agree as follows:
AMENDMENT TO SUBADVISORY AGREEMENTSubadvisory Agreement • December 19th, 2013 • John Hancock Investment Trust
AMENDMENT made as of the 18th day of December, 2013 to the SubAdvisory Agreement dated December 31, 2005, as amended (the “Agreement”), among John Hancock Advisers, LLC, a Delaware limited liability company, John Hancock Asset Management a division of Manulife Asset Management (US) LLC (formerly, Sovereign Asset Management, LLC), a Delaware limited liability company, and each of the investment companies that is a signatory to the Agreement, including John Hancock Investment Trust. In consideration of the mutual covenants contained herein, the parties agree as follows:
JOHN HANCOCK INVESTMENT TRUST CLASS A SHARES AMENDMENT TO DISTRIBUTION PLAN PURSUANT TO RULE 12b-1John Hancock Investment Trust • December 19th, 2013
AMENDMENT made as of the 18th day of December, 2013 to the Distribution Plan Pursuant to Rule 12b-1 dated July 1, 2009, as amended, by and between John Hancock Investment Trust and John Hancock Funds, LLC (“the Plan”).
JOHN HANCOCK INVESTMENT TRUSTJohn Hancock Investment Trust • December 19th, 2013
Pursuant to Section 14 of the Distribution Agreement dated as of December 22, 1994, as amended (the “Distribution Agreement”), between John Hancock Investment Trust (the “Trust”) and John Hancock Broker Distribution Services, Inc., now known as John Hancock Funds, LLC, please be advised that the Trust has established three new series of its shares, namely, John Hancock Enduring Equity Fund, John Hancock Seaport Fund and John Hancock Small Cap Core Fund (the “Funds”), and please be further advised that the Trust desires to retain John Hancock Funds, LLC to serve as distributor and principal underwriter under the Distribution Agreement for the Funds.
AMENDMENT TO SERVICE AGREEMENTService Agreement • December 19th, 2013 • John Hancock Investment Trust
AMENDMENT made as of the 18th day of December, 2013 to the Service Agreement dated July 1, 2009, as amended, among the trusts listed in Appendix A, on behalf of themselves and each of their series, John Hancock Investment Management Services, LLC and John Hancock Advisers, LLC (the “Agreement”). In consideration of the mutual covenants contained herein, the parties agree as follows:
