TRI-PARTY AGREEMENT FOR DISTRIBUTION SERVICESTri-Party Agreement for Distribution Services • January 28th, 2020 • Collaborative Investment Series Trust • Ohio
THIS AGREEMENT is made as of October 11, 2019, between Collaborative Investment Series Trust (the “Trust” and/or Investment Company ”IC”, or “Fund”), a Delaware statutory Trust/IC, Innovative Portfolios, LLC the Registered Investment Advisor (the “RIA”) an Indiana limited liability corporation, and Arbor Court Capital, LLC (“ACC”), a limited liability corporation organized and existing under the laws of the State of Ohio.
COLLABORATIVE INVESTMENT SERIES TRUST OPERATING EXPENSES LIMITATION AGREEMENTOperating Expenses Limitation Agreement • January 28th, 2020 • Collaborative Investment Series Trust • New York
THIS OPERATING EXPENSES LIMITATION AGREEMENT (the “Agreement”) by and between COLLABORATIVE INVESTMENT SERIES TRUST, a Delaware statutory trust (the “Trust”), on behalf of the Preferred-Plus and Dividend Performers, (each a “Fund” and collectively, the “Funds”) each a series of the Trust and the advisor, Innovative Portfolios, LLC (the “Advisor”).
