Servicing Agent Agreement Sample Contracts

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SERVICING AGENT AGREEMENT
Servicing Agent Agreement • July 3rd, 2022

The servicing agent agreement is executed by the borrower, certified development company and the loan servicing agent. The agreement is primarily used to certify the use of loan proceeds, appoint a servicing agent and acknowledge the imposition

SERVICING AGENT AGREEMENT
Servicing Agent Agreement • April 16th, 2007 • Pacific Select Exec Separate Acct Pacific Life Ins • New York

WHEREAS, Pacific Life Insurance Company (“Pacific Life”) has previously entered into a participation agreement (“Participation Agreement”) with respect to sales of Shares of certain series of investment companies advised by XTF Advisors L.P. (“Adviser”). In consideration of the performance of the marketing support services by Pacific Life, agreement made this 21 day of March by and between Pacific Life (“Servicing Agent”) and Adviser, with respect to the mutual funds listed in Attachment A (each an “Investment Company”). The Adviser and Servicing Agent have entered into this Agreement on March 21 2007.

SERVICING AGENT AGREEMENT
Servicing Agent Agreement • June 13th, 2007 • Separate Account a of Pacific Life & Annuity Co • New York

WHEREAS, Pacific Life & Annuity Company (“PL&A”) has previously entered into a participation agreement (“Participation Agreement”) with respect to sales of Shares of certain series of investment companies advised by XTF Advisors L.P. (“Adviser”). In consideration of the performance of the marketing support services by PL&A, agreement made this 21st day of March by and between PL&A (“Servicing Agent”) and Adviser, with respect to the mutual funds listed in Attachment A (each an “Investment Company”). The Adviser and Servicing Agent have entered into this Agreement on March 21, 2007.

Servicing Agent Agreement
Servicing Agent Agreement • June 6th, 2016

The Servicing Agent Agreement (“Agreement”) is executed by the borrower (and Operating Company, if applicable), certified development company and the central servicing agent (CSA). This information is collected by SBA and is primarily used to certify the use of loan proceeds, appoint a servicing agent and acknowledge the imposition of various fees. This agreement is available to the public in electronic form on SBA’s website at http://www.sba.gov/aboutsba/sbaprograms/elending.

Servicing Agent Agreement
Servicing Agent Agreement • May 31st, 2013

The Servicing Agent Agreement (“Agreement”) is executed by the borrower, certified development company and the central servicing agent (CSA). This information is collected by SBA and is primarily used to certify the use of loan proceeds, appoint a servicing agent and acknowledge the imposition of various fees. This agreement is available to the public in electronic form on SBA’s website at http://www.sba.gov/aboutsba/sbaprograms/elending.

Servicing Agent Agreement
Servicing Agent Agreement • March 8th, 2017

The Servicing Agent Agreement (“Agreement”) is executed by the borrower (and Operating Company, if applicable), Certified Development Company (CDC) and the Central Servicing Agent (CSA). This information is collected by SBA and is primarily used to certify the use of loan proceeds, appoint a servicing agent and acknowledge the imposition of various fees. This agreement is available to the public in electronic form on SBA’s website at http://www.sba.gov/for-lenders. Completed Agreement must be submitted to the CSA at address below.

Servicing Agent Agreement
Servicing Agent Agreement • June 30th, 2022

The Servicing Agent Agreement (“Agreement”) is executed by the borrower (and Operating Company, if applicable), certified development company and the central servicing agent (CSA) in order to comply with Small Business Administration (SBA) regulations at 13 CFR 120.954(a). This information is collected by SBA and is primarily used to certify the use of loan proceeds, appoint a servicing agent, and acknowledge the imposition of various fees. This agreement is available to the public in electronic form on SBA’s website at http://www.sba.gov/aboutsba/sbaprograms/elending.

SERVICING AGENT AGREEMENT
Servicing Agent Agreement • February 14th, 2021

The servicing agent agreement is executed by the borrower, certified development company and the loan servicing agent. The agreement is primarily used to certify the use of loan proceeds, appoint a servicing agent and acknowledge the imposition

Amendment No. 1 to Transfer, Dividend Disbursing and Shareholders’ Servicing Agent Agreement
Servicing Agent Agreement • February 29th, 2008 • Columbia Acorn Trust

This Amendment No. 1 (the “Amendment”) to the Transfer, Dividend Disbursing and Shareholders’ Servicing Agent Agreement dated as of October 1, 2006 (the “Agreement”) is hereby entered into as of December 11,2007 by and between Columbia Acorn Trust (the “Trust”), a Massachusetts business trust, Columbia Management Services, Inc. (“CMS”), a Massachusetts corporation, and Columbia Management Advisors, LLC (“CMA”), a Delaware limited liability company. Capitalized terms not defined herein shall have the meaning ascribed to them in the Agreement.

Amendment No. 2 to Transfer, Dividend Disbursing and Shareholders’ Servicing Agent Agreement
Servicing Agent Agreement • April 30th, 2009 • Columbia Acorn Trust

This Amendment No. 2 (the “Amendment”) to the Transfer, Dividend Disbursing and Shareholders’ Servicing Agent Agreement dated as of October 1, 2006 (the “Agreement”) is hereby entered into as of May 1, 2009 by and between Columbia Acorn Trust (the “Trust”), a Massachusetts business trust, Columbia Management Services, Inc. (“CMS”), a Massachusetts corporation, and Columbia Management Advisors, LLC (“CMA”), a Delaware limited liability company. Capitalized terms not defined herein shall have the meaning ascribed to them in the Agreement.

AMENDMENT NO. 1 TO THE AMENDED AND RESTATED TRANSFER, DIVIDEND DISBURSING AND SHAREHOLDERS’ SERVICING AGENT AGREEMENT
’ Servicing Agent Agreement • April 28th, 2017 • Wanger Advisors Trust • Massachusetts

This Amendment No. 1 (the “Amendment”), dated as of September 21, 2016, to the Transfer, Dividend Disbursing and Shareholders’ Servicing Agent Agreement, dated as of May 1, 2010 (the “Agreement”), is by and between Wanger Advisors Trust, a Massachusetts business trust (the “Trust”), and Columbia Management Investment Services Corp., a Minnesota corporation (the “Transfer Agent”).

Servicing Agent Agreement
Servicing Agent Agreement • December 14th, 2022

The Servicing Agent Agreement (“Agreement”) is executed by the borrower (and Operating Company, if applicable), certified development company and the central servicing agent (CSA) in order to comply with Small Business Administration (SBA) regulations at 13 CFR 120.954(a). This information is collected by SBA and is primarily used to certify the use of loan proceeds, appoint a servicing agent, and acknowledge the imposition of various fees.This agreement is available to the public in electronic form on SBA’s website at http://www.sba.gov/aboutsba/sbaprograms/elending.

FORM OF AMENDMENT TO TRANSFER, DIVIDEND DISBURSING AND SHAREHOLDERS’ SERVICING AGENT AGREEMENT
Servicing Agent Agreement • December 22nd, 2011 • BofA Funds Series Trust

THIS AMENDMENT TO TRANSFER, DIVIDEND DISBURSING AND SHAREHOLDERS’ SERVICING AGENT AGREEMENT, dated as of (this “Amendment”), by and between BofA Funds Series Trust, a Delaware statutory trust acting on behalf of its series listed on Schedule A of the Agreement (as defined below) (such trust being hereinafter referred to as the “Trust” and each series of the Trust being hereinafter referred to as a “Fund”), and Boston Financial Data Services, Inc. (“BFDS”), a Massachusetts corporation, amends the Transfer, Dividend Disbursing and Shareholders’ Servicing Agent Agreement, dated as of May 1, 2010, by and between the Trust, on behalf of the Funds, and BFDS (the “Agreement”). Capitalized terms used herein but not defined herein shall have the meanings given to them in the Agreement.

Servicing Agent Agreement
Servicing Agent Agreement • November 30th, 2022

The Servicing Agent Agreement (“Agreement”) is executed by the borrower (and Operating Company, if applicable), certified development company and the central servicing agent (CSA) in order to comply with Small Business Administration (SBA) regulations at 13 CFR 120.954(a). This information is collected by SBA and is primarily used to certify the use of loan proceeds, appoint a servicing agent, and acknowledge the imposition of various fees. This agreement is available to the public in electronic form on SBA’s website at http://www.sba.gov/aboutsba/sbaprograms/elending.

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