Mutual Fund Sales Agreement Sample Contracts
JPMORGAN DISTRIBUTION SERVICES, INC. MUTUAL FUND SALES AGREEMENTMutual Fund Sales Agreement • October 28th, 2013 • Jp Morgan Fleming Mutual Fund Group Inc • New York
This Agreement, is entered into between the financial institution executing this Agreement, (“Financial Intermediary”) and JPMorgan Distribution Services, Inc. (“JPMDS”) with respect to those series of each of the trusts and the corporation listed on Exhibit A hereto (each, a “Trust”; collectively, the “Trusts”); (each series referred to as a “Fund” and collectively as the “Funds”) for whose shares (“Shares”) JPMDS serves as Distributor and for whom JPMDS provides distribution services.
JPMORGAN DISTRIBUTION SERVICES, INC. MUTUAL FUND SALES AGREEMENTMutual Fund Sales Agreement • October 25th, 2023 • Jpmorgan Trust Ii • New York
This Agreement is entered into between the financial institution executing this Agreement (“Financial Intermediary”) and JPMorgan Distribution Services, Inc. (“JPMDS”) with respect to those series of each of the trusts and the corporation listed on Exhibit A hereto (each, a “Trust” and collectively, the “Trusts”; each series referred to as a “Fund” and collectively, the “Funds”) for whose shares (“Shares”) JPMDS serves as Distributor and for whom JPMDS provides distribution services.
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. MUTUAL FUND SALES AGREEMENTMutual Fund Sales Agreement • March 29th, 2017 • Columbia Funds Series Trust I • Massachusetts
We are the exclusive distributor of the shares of the funds of the fund families set forth on Schedule A hereto (collectively, together with any funds that may hereafter become part of such fund families, the “CMID Distributed Funds”). We invite you to participate in the offer and sale of the shares of those CMID Distributed Funds (or classes thereof) as we may determine from time to time (each a “Fund” and collectively the “Funds”) on the terms set forth below.
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. MUTUAL FUND SALES AGREEMENT Ladies and Gentlemen: From and after the Effective Date (as defined below), we will be the exclusive distributors of the shares of the funds of the fund families set forth in Schedule...Mutual Fund Sales Agreement • July 9th, 2010 • Riversource Bond Series Inc • Massachusetts
JPMORGAN DISTRIBUTION SERVICES, INC. MUTUAL FUND SALES AGREEMENTMutual Fund Sales Agreement • April 28th, 2008 • Merrill Lynch Life Variable Annuity Separate Account D • Ohio
This Agreement, is entered into between Merrill Lynch Life Insurance Company (“Financial Intermediary”), an Arkansas life insurance company, on its own behalf and on behalf of each segregated asset account of Financial Intermediary set forth on Exhibit A hereto as may be amended from time to time (hereinafter referred to individually and collectively as the “Account”), and JPMorgan Distribution Services, Inc. (“JPMDS”) with respect to series of each of the trusts and the corporation listed on Exhibit B hereto (each, a “Trust”; collectively, the “Trusts”); (each series referred to as a “Fund” and collectively as the “Funds”) for whose shares of beneficial interest JPMDS serves as Distributor and for whom JPMDS provides distribution services.
JPMORGAN DISTRIBUTION SERVICES, INC. MUTUAL FUND SALES AGREEMENTMutual Fund Sales Agreement • April 27th, 2005 • Jpmorgan Trust Ii • Ohio
This Agreement, is entered into between the financial institution executing this Agreement, (“Financial Intermediary”) and JPMorgan Distribution Services, Inc. (“JPMDS”) with respect to those series of each of the trusts and the corporation listed on Exhibit A hereto (each, a “Trust”; collectively, the “Trusts”); (each series referred to as a “Fund” and collectively as the “Funds”) for whose shares of beneficial interest (“Shares”) JPMDS serves as Distributor and for whom JPMDS provides distribution services.
MUTUAL FUND SALES AGREEMENTMutual Fund Sales Agreement • April 21st, 2016 • Futurefunds Series Account of Great West Life & Ann Ins Co • New York
This Agreement is entered into between Great-West Life & Annuity Insurance Company and Great-West Life & Annuity Insurance Company of New York (together the “Financial Intermediary”), GWFS Equities, Inc. (“BD”) (collectively, the “Great-West Companies”) and JPMorgan Distribution Services, Inc. (“JPMDS”) with respect to those series of each of the trusts listed on Exhibit A hereto (each a “Trust”; collectively the “Trusts”) (each series referred to as a “Fund” and collectively as the “Funds”) for whose shares (“Shares”) JPMDS serves as Distributor and for whom JPMDS provides distribution services.
JPMORGAN DISTRIBUTION SERVICES, INC. MUTUAL FUND SALES AGREEMENTMutual Fund Sales Agreement • February 24th, 2014 • JPMorgan Trust III • New York
This Agreement, is entered into between the financial institution executing this Agreement, (“Financial Intermediary”) and JPMorgan Distribution Services, Inc. (“JPMDS”) with respect to those series of each of the trusts and the corporation listed on Exhibit A hereto (each, a “Trust”; collectively, the “Trusts”); (each series referred to as a “Fund” and collectively as the “Funds”) for whose shares (“Shares”) JPMDS serves as Distributor and for whom JPMDS provides distribution services.
JPMORGAN DISTRIBUTION SERVICES, INC. MUTUAL FUND SALES AGREEMENTMutual Fund Sales Agreement • October 26th, 2007 • Jp Morgan Fleming Mutual Fund Group Inc • Ohio
This Agreement, is entered into between the financial institution executing this Agreement, (“Financial Intermediary”) and JPMorgan Distribution Services, Inc. (“JPMDS”) with respect to those series of each of the trusts and the corporation listed on Exhibit A hereto (each, a “Trust”; collectively, the “Trusts”); (each series referred to as a “Fund” and collectively as the “Funds”) for whose shares of beneficial interest (“Shares”) JPMDS serves as Distributor and for whom JPMDS provides distribution services.
MUTUAL FUND SALES AGREEMENTMutual Fund Sales Agreement • April 21st, 2016 • Futurefunds Series Account of Great West Life & Ann Ins Co • New York
This Agreement is entered into between Great-West Life & Annuity Insurance Company and Great-West Life & Annuity Insurance Company of New York (together the “Financial Intermediary”), GWFS Equities, Inc. (“BD”) (collectively, the “Great-West Companies”) and JPMorgan Distribution Services, Inc. (“JPMDS”) with respect to those series of each of the trusts listed on Exhibit A hereto (each a “Trust”; collectively the “Trusts”) (each series referred to as a “Fund” and collectively as the “Funds”) for whose shares (“Shares”) JPMDS serves as Distributor and for whom JPMDS provides distribution services.