AMENDED AND RESTATED SERVICES AGREEMENT FOR TRUST AND REGULATORY GOVERNANCEServices Agreement • January 26th, 2018 • Advisers Investment Trust • Delaware
AGREEMENT effective as of the 31st day of March, 2017, between Advisers Investment Trust (the “Trust”), a Delaware statutory trust having its principal place of business at 690 Taylor Road, Suite 210, Gahanna, Ohio 43230, on behalf of the Funds listed on Schedule A, and Foreside Management Services, LLC (“Foreside”), a Delaware limited liability company having its principal place of business at Three Canal Plaza, Suite 100, Portland, Maine 04101 as assignee by virtue of a certain Consent to Assignment by and between the Trust and Beacon Hill Fund Services, Inc. effective July 31, 2016.
AMENDED and RESTATED FUND RISK MANAGEMENT AND OVERSIGHT SERVICES AGREEMENTFund Risk Management and Oversight Services Agreement • January 26th, 2018 • Advisers Investment Trust • Delaware
AGREEMENT effective as of the 31st day of March, 2017, between Advisers Investment Trust (the “Trust”), a Delaware statutory trust having its address at 690 Taylor Road, Suite 210, Gahanna, Ohio 43230, and Carne Global Financial Services (US) LLC (“Carne”), a Delaware limited liability corporation having its principal place of business at P.O. Box 151, Kenilworth, Illinois .
AMENDED AND RESTATED CUSTODY AGREEMENTAmended and Restated • January 26th, 2018 • Advisers Investment Trust • Illinois
AGREEMENT dated as of March 31, 2017, between Advisers Investment Trust (the “Trust”), a statutory trust organized under the laws of the State of Delaware, on behalf of the series managed by Independent Franchise Partners, LLP (the “Fund”), and THE NORTHERN TRUST COMPANY (the “Custodian”), an Illinois corporation.
AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • January 26th, 2018 • Advisers Investment Trust • New York
AMENDED and RESTATED AGREEMENT made this 31st day of March, 2017, between Advisers Investment Trust (the “Trust”), a Delaware statutory trust having its address at 690 Taylor Road, Suite 210, Gahanna, Ohio 43230, and Independent Franchise Partners, LLP, (the “Investment Adviser”), an investment adviser having its principal place of business at Level 1, 10 Portman Square, London W1H 6AZ, United Kingdom.
AMENDMENT TO AMENDED AND RESTATED TRANSFER AGENCY AND SERVICE AGREEMENTTransfer Agency and Service Agreement • January 26th, 2018 • Advisers Investment Trust • Illinois
This Amendment is entered into as of March 31, 2017 (the “Amendment”), by and between Advisers Investment Trust, a statutory trust organized under the laws of the state of Delaware (the “Trust”), acting on its own behalf and on behalf of each of its series managed by Independent Franchise Partners, LLP, listed in Schedule A to the Transfer Agency Agreement, and The Northern Trust Company, an Illinois corporation (the “Transfer Agent”).
Amended Schedule E Amended and Restated Services Agreement for Trust and Regulatory Governance Dated March 31, 2017 Effective July 1, 2017Services Agreement • January 26th, 2018 • Advisers Investment Trust
Distribution AgreementDistribution Agreement • January 26th, 2018 • Advisers Investment Trust
THIS DISTRIBUTION AGREEMENT (“Agreement”) is by and between BHIL Distributors, LLC (the “Distributor”) and Advisers Investment Trust on behalf of the funds advised by Independent Franchise Partners, LLP (“Fund Company”).
AMENDMENT TO AMENDED AND RESTATED FUND ADMINISTRATION AND ACCOUNTING SERVICES AGREEMENTAdministration and Accounting Services Agreement • January 26th, 2018 • Advisers Investment Trust • Illinois
This Amendment is entered into as of March 31, 2017 (the “Amendment”), by and between Advisers Investment Trust (the “Trust”) on behalf of the series managed by Independent Franchise Partners, LLP and listed on Schedule D to the Administration Agreement (as defined below), a Delaware statutory trust, and The Northern Trust Company (“Northern”), an Illinois corporation.
FIRST AMENDMENT TO DISTRIBUTON AGREEMENTDistributon Agreement • January 26th, 2018 • Advisers Investment Trust • Delaware
This First Amendment (the “Amendment”) to the Distribution Agreement (the “Agreement”) dated as of July 31, 2016 by and between Advisers Investment Trust, a Delaware statutory trust on behalf of the Funds advised by Independent Franchise Partners, LLP as listed on Exhibit A of the Agreement (the “Trust”) and BHIL Distributors, LLC, a Delaware limited liability company (“Foreside”) is entered into as of March 31, 2017 (the “Effective Date”).
FIRST AMENDMENT TO THE EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • January 26th, 2018 • Advisers Investment Trust
This amendment is effective as of the date stated below, by and between Independent Franchise Partners, LLP (the “Investment Adviser”) and Advisers Investment Trust (the “Trust”) on behalf of the funds advised by the Investment Adviser.
