FORM OF AMENDMENT To Transfer Agency and Service Agreement Between Marshall Funds, Inc.; Marshall & Ilsley Trust Company, N.A. And Boston Financial Data Services, Inc.Agency and Service Agreement • June 1st, 2007 • Marshall Funds Inc
This Amendment is made as of this day of May, 2007 between Marshall Funds, Inc.; Marshall & Ilsley Trust Company, N.A. and Boston Financial Data Services, Inc. In accordance with Section 15.1 (Amendment) and Section 16 (Additional Portfolios) of the Transfer Agency and Service Agreement dated September 1, 2006, as amended, (the “Agreement”) the parties desire to amend the Agreement as set forth herein.
Shareholder Services AgreementShareholder Services Agreement • June 1st, 2007 • Marshall Funds Inc
Pursuant to Section 2 of the Agreement, MFIS agrees to accept as full compensation for its services rendered hereunder a fee at an annual rate, calculated daily and payable monthly, equal to an amount up to the percentage of average net assets of each Fund, as set forth below.
