Fee Waiver and Expense Reimbursement Letter Agreement Sample Contracts

June 23, 2025 Board of Trustees SA Funds – Investment Trust 190 Carondelet Plaza Suite 600 St. Louis, MO 63105 RE: Amended and Restated Fee Waiver and Expense Reimbursement Letter Agreement
Fee Waiver and Expense Reimbursement Letter Agreement • October 24th, 2025 • Sa Funds Investment Trust

SA Worldwide Moderate Growth Fund (the “Fund”) is a series of the SA Funds – Investment Trust, a Delaware statutory trust (the “Trust”). The Trust, on behalf of the Fund, has entered into an investment advisory and administrative services agreement with Focus Partners Advisor Solutions, LLC (the “Adviser”), whereby the Adviser provides investment advisory and administrative services to the Fund (the “Advisory Agreement”).

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SA FUNDS – INVESTMENT TRUST AMENDMENT TO THE FEE WAIVER AND EXPENSE REIMBURSEMENT LETTER AGREEMENT
Fee Waiver and Expense Reimbursement Letter Agreement • October 28th, 2020 • Sa Funds Investment Trust

WHEREAS, the SA Funds – Investment Trust, a Delaware statutory trust (the “Trust”) and Buckingham Strategic Partners, LLC (the “Adviser”), entered into a Fee Waiver and Expense Reimbursement Letter Agreement (the “Agreement”) as of November 30, 2018;

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SA FUNDS – INVESTMENT TRUST FORM OF AMENDMENT TO THE FEE WAIVER AND EXPENSE REIMBURSEMENT LETTER AGREEMENT
Fee Waiver and Expense Reimbursement Letter Agreement • June 30th, 2017 • Sa Funds Investment Trust

WHEREAS, the SA Funds – Investment Trust, a Delaware statutory trust (the “Trust”) and LWI Financial Inc., a Delaware corporation (the “Adviser”), entered into an Amended and restated Fee Waiver and Expense Reimbursement Letter Agreement (the “Agreement”) as of June 9, 2015, as amended; and

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