ETF DISTRIBUTION AGREEMENTEtf Distribution Agreement • April 17th, 2024 • Advisor Managed Portfolios • Delaware
This distribution agreement (the “Agreement”) is effective this 2nd day of October 2023, and made by Advisor Managed Portfolios, a Delaware statutory trust (the “Trust”) having its principal place of business at 615 East Michigan Street, Milwaukee, WI 53202 and Quasar Distributors, LLC, a Delaware limited liability company (the “Distributor”) having its principal place of business at 111 E. Kilbourn Avenue, Suite 2200, Milwaukee, WI 53202.
ADVISOR MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with Sound Capital Solutions LLCInvestment Advisory Agreement • April 17th, 2024 • Advisor Managed Portfolios • Delaware
THIS INVESTMENT ADVISORY AGREEMENT is made as of the 28th day of February 2024, by and between Advisor Managed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Sound Capital Solutions LLC, a limited liability company (hereinafter called the “Adviser”).
FORM OF AUTHORIZED PARTICIPANT AGREEMENT Advisor Managed PortfoliosAuthorized Participant Agreement • April 17th, 2024 • Advisor Managed Portfolios • New York
This Authorized Participant Agreement (the “Agreement”) is entered into by and between [ ] (the “Distributor”) and __________ (the “Participant”) and is subject to acceptance by [ ] (the “[Transfer Agent/Index Receipt Agent]”), and is further subject to acknowledgement and agreement by Advisor Managed Portfolios (the “Trust”), a series trust offering a number of portfolios of securities (each a “Fund” and collectively the “Funds”), solely with respect to Sections 4(c) and 12(c) herein. Capitalized terms used but not defined herein are defined in the current prospectus for each Fund as it may be supplemented or amended from time to time and included in the Trust’s Registration Statement on Form N-1A, as it may be amended from time to time, or otherwise filed with the U.S. Securities and Exchange Commission (“SEC”) (together with such Fund’s Statement of Additional Information incorporated therein, the “Prospectus”).
INVESTMENT SUB-ADVISORY AGREEMENT with Optimize Financial Inc.Investment Sub-Advisory Agreement • April 17th, 2024 • Advisor Managed Portfolios • Delaware
Sub-Advisory Agreement (this “Agreement”) entered into as of April 17, 2024, by and between Sound Capital Solutions LLC (the “Adviser”), and Optimize Financial Inc. (the “Sub-Adviser”).
