AGREEMENT AND DECLARATION OF TRUST Dated November 12, 2009Agreement and Declaration of Trust • November 13th, 2009 • eUNITs (TM) 2 Year U.S. Equity Market Participation Trust: Enhanced Upside to Cap / Buffered Downside • Massachusetts
Contract Type FiledNovember 13th, 2009 Company JurisdictionAGREEMENT AND DECLARATION OF TRUST, made November 12, 2009 by the Trustees hereunder and by the holders of beneficial interest to be issued hereunder as hereinafter provided and
MASTER CUSTODIAN AGREEMENT between EATON VANCE FUNDS and STATE STREET BANK and TRUST COMPANYMaster Custodian Agreement • December 22nd, 2011 • eUNITs (TM) 2 Year U.S. Market Participation Trust: Upside to Cap / Buffered Downside • Massachusetts
Contract Type FiledDecember 22nd, 2011 Company JurisdictionThis Agreement is made as of September 1, 2010 between each investment company listed on Appendix A (as amended from time to time as provided herein), severally and not jointly, and State Street Bank and Trust Company (hereinafter called “Custodian”), a trust company established under the laws of Massachusetts with a principal place of business in Boston, Massachusetts.
UPSIDE TO CAP / BUFFERED DOWNSIDE INVESTMENT ADVISORY AND ADMINISTRATIVE AGREEMENTAdvisory and Administrative Agreement • December 22nd, 2011 • eUNITs (TM) 2 Year U.S. Market Participation Trust: Upside to Cap / Buffered Downside
Contract Type FiledDecember 22nd, 2011 CompanyAGREEMENT made this 9th day of December, 2010, between eUNITsTM 2 Year U.S. Equity Market Participation Trust: Upside to Cap / Buffered Downside, a Massachusetts business trust (the “Trust”), and Eaton Vance Management, a Massachusetts business trust (“Eaton Vance”).
UPSIDE TO CAP / BUFFERED DOWNSIDE INVESTMENT SUB-ADVISORY AGREEMENTSub-Advisory Agreement • December 22nd, 2011 • eUNITs (TM) 2 Year U.S. Market Participation Trust: Upside to Cap / Buffered Downside • Massachusetts
Contract Type FiledDecember 22nd, 2011 Company JurisdictionAGREEMENT effective this 9th day of December, 2010 between Eaton Vance Management (the “Adviser”), and Parametric Risk Advisors LLC (the “Sub-Adviser”).
eUnitsTM 2 YEAR U.S. MARKET PARTICIPATION TRUST: UPSIDE TO CAP / BUFFERED DOWNSIDE INVESTMENT ADVISORY AND ADMINISTRATIVE AGREEMENT AGREEMENT made this 25th day of January, 2012, between eUnitsTM 2 Year U.S. Market Participation Trust: Upside to Cap /...Administrative Agreement • September 21st, 2012 • eUNITs (TM) 2 Year U.S. Market Participation Trust: Upside to Cap / Buffered Downside
Contract Type FiledSeptember 21st, 2012 Company
AMENDED AND RESTATED SERVICES AGREEMENTServices Agreement • December 22nd, 2011 • eUNITs (TM) 2 Year U.S. Market Participation Trust: Upside to Cap / Buffered Downside • Massachusetts
Contract Type FiledDecember 22nd, 2011 Company Jurisdiction
Master Selected Dealer AgreementMaster Selected Dealer Agreement • December 22nd, 2011 • eUNITs (TM) 2 Year U.S. Market Participation Trust: Upside to Cap / Buffered Downside • Massachusetts
Contract Type FiledDecember 22nd, 2011 Company Jurisdiction
BANK NAME] [ADDRESS] [Form of ] Single-Pay Contract To: [—] (the “Counterparty”) Attn: [—] Tel: [—] Fax: [—] From: [BANK NAME] Date: [—] Ref: [—]eUNITs (TM) 2 Year U.S. Market Participation Trust: Upside to Cap / Buffered Downside • January 26th, 2012
Company FiledJanuary 26th, 2012This Confirmation supplements, forms part of, and is subject to, the ISDA Master Agreement dated as of [—], as amended and supplemented from time to time (the “Agreement”), between you and us. All provisions contained in the Agreement govern this Confirmation except as expressly modified below.
eUnitsTM 2 YEAR U.S. MARKET PARTICIPATION TRUST: UPSIDE TO CAP / BUFFERED DOWNSIDE INVESTMENT SUB-ADVISORY AGREEMENT AGREEMENT effective this 25th day of January, 2012 between Eaton Vance Management (the "Adviser"), and Parametric Risk Advisors LLC...eUNITs (TM) 2 Year U.S. Market Participation Trust: Upside to Cap / Buffered Downside • September 21st, 2012
Company FiledSeptember 21st, 2012