PARTICIPATION AGREEMENT WITH PACIFIC MUTUAL LIFE INSURANCE COMPANYM Fund Inc • February 26th, 1997 • Maryland
M FUND, INC.Investment Advisory Agreement • February 29th, 2000 • M Fund Inc • Maryland
Exhibit 9(B) ------------ Administration Agreement between M Fund, Inc. and Investors Bank & Trust Company ADMINISTRATION AGREEMENTAdministration Agreement • December 21st, 1995 • M Fund Inc • Massachusetts
EXHIBIT (h)(5) EXPENSE LIMITATION AGREEMENT This EXPENSE LIMITATION AGREEMENT is made as of the 24th day of January, 2006 by and between M FUND, INC., a Maryland corporation (the "Fund") on behalf of its series Brandes International Equity Fund,...Expense Limitation Agreement • April 28th, 2006 • M Fund Inc • Maryland
INVESTMENT SUB-ADVISORY AGREEMENT For The TURNER CORE GROWTH FUNDM Fund Inc • December 21st, 1995 • Maryland
M FUND, INC. INVESTMENT SUB-ADVISORY AGREEMENT FOR THE BRANDES INTERNATIONAL EQUITY FUNDM Fund Inc • February 29th, 2000 • Maryland
M FUND, INC. INVESTMENT SUB-ADVISORY AGREEMENT For The BRANDES INTERNATIONAL EQUITY FUNDM Fund Inc • February 26th, 1999 • Maryland
1 M FUND, INC. INVESTMENT SUB-ADVISORY AGREEMENT FOR THE EDINBURGH OVERSEAS EQUITY FUNDAgreement • February 27th, 1998 • M Fund Inc • Maryland
1 M FUND, INCPrincipal Underwriting Agreement • February 27th, 1998 • M Fund Inc • Oregon
M FUND, INC.M Fund Inc • February 29th, 2000 • Maryland
M FUND, INC.Underwriting Agreement • February 26th, 1999 • M Fund Inc • Oregon
TABLE OF CONTENTSCustodian Agreement • December 21st, 1995 • M Fund Inc
ContractInvestment Sub-Advisory Agreement • April 25th, 2013 • M Fund Inc • Maryland
THIS AGREEMENT made and entered into this 1th day of May, 2013, by and between M Financial Investment Advisers, Inc., a corporation organized and existing under the laws of the State of Colorado (the “Adviser”), and AJO, LP, a limited partnership organized and existing under the laws of the State of Delaware (the “Sub-Adviser”).
Exhibit 9(A) Transfer Agency and Service Agreement between M Fund, Inc. and investors Bank & Trust CompanyAgency and Service Agreement • December 21st, 1995 • M Fund Inc • Massachusetts
EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • April 24th, 2019 • M Fund Inc • Maryland
This Expense Limitation Agreement is made as of the 1st, day of May, 2019 by and between M Fund, Inc., a Maryland corporation (the “Fund”) on behalf of its series M International Equity Fund, M Large Cap Growth Fund, M Capital Appreciation Fund, and M Large Cap Value Fund (each, a “Portfolio”), and M Financial Investment Advisers, Inc., a Colorado corporation (the “Adviser”), with respect to the following:
ContractSub-Advisory Agreement • April 23rd, 2021 • M Fund Inc • Maryland
THIS AGREEMENT made and entered into this 1st day of August, 2020, by and between M Financial Investment Advisers, Inc., a corporation organized and existing under the laws of the State of Colorado (the "Adviser"), and Brandywine Global Investment Management, LLC, a limited liability company and existing under the laws of the State of Delaware (the "Sub-Adviser").
RE: M Fund, Inc. (the "Trust") on behalf of its Business Opportunity Value Fund (the "Fund")M Fund Inc • October 19th, 2001
Reference is made to the Custodian Agreement, the Administration Agreement and the Transfer Agency and Service Agreement (collectively, the "Agreements"), each dated December 4, 1995, between the Trust and Investors Bank & Trust Company (the "Bank"). The Trust hereby appoints the Bank to provide the services described in each of the Agreements to the Fund, subject o the terms and provisions of each of such Agreements, including the fee schedules associated therewith.
EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • April 29th, 2011 • M Fund Inc • Maryland
This Expense Limitation Agreement is made as of the 1st, day of May, 2011 by and between M Fund, Inc., a Maryland corporation (the “Fund”) on behalf of its series Brandes International Equity Fund, M Large Cap Growth Fund, Frontier Capital Appreciation Fund, and Business Opportunity Value Fund (each, a “Portfolio”), and M Financial Investment Advisers, Inc., a Colorado corporation (the “Adviser”), with respect to the following:
ContractSub-Advisory Agreement • February 26th, 2010 • M Fund Inc • Maryland
THIS AGREEMENT made and entered into this 1st day of July 2009, by and between M Financial Investment Advisers, Inc., a corporation organized and existing under the laws of the State of Colorado (the “Adviser”), and Iridian Asset Management LLC, a limited liability company organized and existing under the laws of the State of Connecticut (the “Sub-Adviser”).
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 21st, 2023 • M Fund Inc
This Amendment (the “Amendment”) is made and entered into on April 6, 2023 among M Financial Investment Advisers, Inc., a Colorado corporation (the “Adviser”) and M Fund, Inc. a Maryland corporation (the “Fund” and with the Adviser, the “Parties”).
EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • April 21st, 2023 • M Fund Inc
This Expense Limitation Agreement is made as of the 1st, day of May, 2023 by and between M Fund, Inc., a Maryland corporation (the “Fund”) on behalf of its series M International Equity Fund, M Large Cap Growth Fund, M Capital Appreciation Fund, and M Large Cap Value Fund (each, a “Portfolio”), and M Financial Investment Advisers, Inc., a Colorado corporation (the “Adviser”), with respect to the following:
AMENDMENT AGREEMENTAmendment Agreement • April 29th, 2008 • M Fund Inc
AMENDMENT AGREEMENT, effective as of July 23, 2002, by and among M FUND INC., a Maryland corporation (the “Fund”) and INVESTORS BANK & TRUST COMPANY, a Massachusetts trust company (“Investors Bank”).
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 23rd, 2020 • M Fund Inc
This Amendment (the “Amendment”) is made and entered into effective May 1, 2020 among M Financial Investment Advisers, Inc., a Colorado corporation (the “Adviser”) and M Fund, Inc. a Maryland corporation (the “Fund” and with the Adviser, the “Parties”).
AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT for the FRONTIER CAPITAL APPRECIATION FUNDAmendment • February 26th, 2010 • M Fund Inc
This Amendment (the “Amendment”) is made and entered into April 16, 2009 among M Financial Investment Advisers, Inc., a Colorado corporation (the “Adviser”) and Frontier Capital Management Company, LLC a Delaware limited liability company (the “Sub-Adviser;” and with the Adviser, the “Parties”).
AMENDMENT TO SECURITIES LENDING AGENCY AGREEMENT BETWEENSecurities Lending Agency Agreement • April 28th, 2015 • M Fund Inc • Massachusetts
This Amendment (this “Amendment”) dated as of December 1, 2014 is between M FUND, INC., on behalf of the Portfolios listed on Schedule A (the “Lender”), and STATE STREET BANK AND TRUST COMPANY (the “Bank”).
AMENDMENT AGREEMENTAmendment Agreement • April 30th, 2009 • M Fund Inc
Amendment Agreement, effective as of August 1, 2008, by and among M FUND INC., a Maryland corporation (the “Fund”) and STATE STREET BANK AND TRUST COMPANY (the successor to Investors Bank and Trust Company), a Massachusetts trust company (“State Street”).
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • February 26th, 2010 • M Fund Inc
This Amendment (the “Amendment”) is made and entered into October 12, 2009 among M Fund, Inc., a Maryland corporation (the “Fund”) and M Financial Investment Advisers, Inc., a Colorado corporation (the “Adviser;” and with the Fund, the “Parties”).
FORM OF AMENDMENT AGREEMENTAmendment Agreement • April 29th, 2008 • M Fund Inc
Amendment Agreement, effective as of August 1, 2008, by and among M FUND INC., a Maryland corporation (the “Fund”) and STATE STREET BANK AND TRUST COMPANY (the successor to Investors Bank and Trust Company), a Massachusetts trust company (“State Street”).
ContractSub-Advisory Agreement • April 30th, 2009 • M Fund Inc • Maryland
THIS AGREEMENT made and entered into this 27th day of March, 2009, by and between M Financial Investment Advisers, Inc., a corporation organized and existing under the laws of the State of Colorado (the “Adviser”), and Iridian Asset Management LLC, a limited liability company organized and existing under the laws of the State of Connecticut (the “Sub-Adviser”).
AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT for the BRANDES INTERNATIONAL EQUITY FUNDInvestment Sub • April 29th, 2011 • M Fund Inc
This Amendment (the “Amendment”) is made and entered into effective March 1, 2011 among M Financial Investment Advisers, Inc., a Colorado corporation (the “Adviser”) and Brandes Investment Partners, L.P. a Delaware limited partnership (the “Sub-Adviser;” and with the Adviser, the “Parties”).
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 29th, 2011 • M Fund Inc
This Amendment (the “Amendment”) is made and entered into effective March 1, 2011 among M Financial Investment Advisers, Inc., a Colorado corporation (the “Adviser”) and M Fund, Inc. a Maryland corporation (the “Fund” and with the Adviser, the “Parties”).
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 25th, 2013 • M Fund Inc
This Amendment (the “Amendment”) is made and entered into effective May 1, 2013 among M Financial Investment Advisers, Inc., a Colorado corporation (the “Adviser”) and M Fund, Inc. a Maryland corporation (the “Fund” and with the Adviser, the “Parties”).
AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT for the FRONTIER CAPITAL APPRECIATION FUNDM Fund Inc • April 30th, 2009
This Amendment (the “Amendment”) is made and entered into , 2009 among M Financial Investment Advisers, Inc., a Colorado corporation (the “Adviser”) and Frontier Capital Management Company, LLC a Delaware limited liability company (the “Sub-Adviser;” and with the Adviser, the “Parties”).
EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • April 29th, 2008 • M Fund Inc • Maryland
This Expense Limitation Agreement is made as of the 13th, day of March, 2008 by and between M Fund , Inc., a Maryland corporation (the “Fund”) on behalf of its series Brandes International Equity Fund, Turner Core Growth Fund, Frontier Capital Appreciation Fund, and Business Opportunity Value Fund (each, a “Portfolio”), and M Financial Investment Advisers, Inc., a Colorado corporation (the “Adviser”), with respect to the following:
AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT for the BRANDES INTERNATIONAL EQUITY FUNDSub- • August 28th, 2009 • M Fund Inc
This Amendment (the “Amendment”) is made and entered into April 16, 2009 among M Financial Investment Advisers, Inc., a Colorado corporation (the “Adviser”) and Brandes Investment Partners, L.P. a California limited partnership (the “Sub-Adviser;” and with the Adviser, the “Parties”).
