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Boston Trust Walden Funds – ‘POS EX’ on 9/4/19 – ‘EX-99.(G)(8)’

On:  Wednesday, 9/4/19, at 10:52am ET   ·   Effective:  9/4/19   ·   Accession #:  1104659-19-48606   ·   File #:  33-44964

Previous ‘POS EX’:  None   ·   Next:  ‘POS EX’ on 2/4/20   ·   Latest:  ‘POS EX’ on 9/16/20   ·   7 References:   

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  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

 9/04/19  Boston Trust Walden Funds         POS EX      9/04/19   13:593K                                   Merrill Corp-MD/FA

Post-Effective Amendment of a Registration Statement to Add Exhibits   —   Rule 462(d)
Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: POS EX      Post-Effective Amendment Filed Solely to Add        HTML    120K 
                Exhibits                                                         
 2: EX-99.(A)(11)  Miscellaneous Exhibit                            HTML     13K 
 3: EX-99.(D)(5)  Miscellaneous Exhibit                             HTML     37K 
 4: EX-99.(E)(3)  Miscellaneous Exhibit                             HTML     18K 
 5: EX-99.(G)(5)  Miscellaneous Exhibit                             HTML     23K 
 6: EX-99.(G)(8)  Miscellaneous Exhibit                             HTML     19K 
 9: EX-99.(H)(11)  Miscellaneous Exhibit                            HTML     21K 
10: EX-99.(H)(13)  Miscellaneous Exhibit                            HTML     37K 
11: EX-99.(H)(15)  Miscellaneous Exhibit                            HTML     18K 
12: EX-99.(H)(17)  Miscellaneous Exhibit                            HTML     94K 
 7: EX-99.(H)(4)  Miscellaneous Exhibit                             HTML     20K 
 8: EX-99.(H)(8)  Miscellaneous Exhibit                             HTML     27K 
13: EX-99.(J)   Miscellaneous Exhibit                               HTML      7K 


‘EX-99.(G)(8)’   —   Miscellaneous Exhibit


This Exhibit is an HTML Document rendered as filed.  [ Alternative Formats ]



Exhibit 99.(g)(8)

 

AMENDMENT TO THE

GLOBAL CUSTODIAL SERVICES AGREEMENT

 

THIS AMENDMENT made as of September 4, 2019 (“Amendment”) to that certain Global Custodial Services Agreement dated as of June 9, 2015 (“Agreement”), by and between The Boston Trust & Walden Funds (“Trust”) organized under the laws of Massachusetts on behalf of each series of the Trust listed on Schedule A of the Agreement as amended from time to time (each, a “Fund” and with the Trust collectively, the “Client”) and Citibank, N.A. acting through its offices located in New York (“Custodian”, and with the Client, referred to herein individually as “Party” and collectively as “Parties”).  All capitalized terms used but not defined herein shall have the meaning given to them in the Agreement.

 

WHEREAS, the Custodian provides global custodial services to the Client pursuant to the Agreement;

 

WHEREAS, the Parties wish to amend the Agreement pursuant to this Amendment to update the name of the Trust.

 

NOW, THEREFORE, in consideration of the mutual promises and covenants contained herein, the Parties hereby agree as follows:

 

1.                                      Amendment to the Name of the Trust.

 

Boston Trust & Walden Funds is hereby amended to now read: Boston Trust Walden Funds. All future references to the Trust shall now be read to mean Boston Trust Walden Funds.

 

2.                                      Representations and Warranties.

 

(a)         Each Party represents and warrants to the other that it has full power and authority to enter into and perform this Amendment, that this Amendment has been duly authorized and, when executed and delivered by it, will constitute a legal, valid and binding obligation of it, enforceable against it in accordance with its terms, subject to bankruptcy, insolvency, reorganization, moratorium and other laws of general application affecting the rights and remedies of creditors and secured parties.

 

(b)         The Client represents that it has provided this Amendment to the Board.

 

3.                                      Miscellaneous.

 

(a)         This Amendment supplements and amends the Agreement.  The provisions set forth in this Amendment supersede all prior negotiations, understandings and agreements bearing upon the subject matter covered herein, including any conflicting provisions of the Agreement or any provisions of the Agreement that directly cover or indirectly bear upon matters covered under this Amendment.

 


 

(b)         Each reference to the Agreement in the Agreement and in every other agreement, contract or instrument to which the Parties are bound, shall hereafter be construed as a reference to the Agreement as separately amended by this Amendment.  Except as provided in this Amendment, the provisions of the Agreement remain in full force and effect.  No amendment or modification to this Amendment shall be valid unless made in writing and executed by each Party hereto.

 

(c)          Paragraph headings in this Amendment are included for convenience only and are not to be used to construe or interpret this Amendment.

 

(d)         This Amendment may be executed in counterparts, each of which shall be an original but all of which, taken together, shall constitute one and the same agreement.

 

IN WITNESS WHEREOF, the Parties hereto have caused this Amendment to be duly executed all as of the day and year first above written.

 

 

The Boston Trust & Walden Funds

Citibank, N.A.

 

 

 

 

 

 

 

 

 

 

By:

/s/ Lucia Santini

 

By:

/s/ Dominic Crowe

 

 

 

 

 

Name:

Lucia Santini

 

Name:

Dominic Crowe

 

 

 

 

 

Title:

President

 

Title:

Managing Director

 

 

 

 

 

Date:

August 14, 2019

 

Date:

August 23, 2019

 



Dates Referenced Herein   and   Documents Incorporated by Reference

This ‘POS EX’ Filing    Date    Other Filings
Filed on / Effective on:9/4/19
8/23/19
8/14/19
6/9/15497K
 List all Filings 


7 Subsequent Filings that Reference this Filing

  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

 4/29/24  Boston Trust Walden Funds         485BPOS     5/01/24   19:7.4M                                   FilePoint/FA
 4/24/23  Boston Trust Walden Funds         485BPOS     5/01/23   41:12M                                    Toppan Merrill/FA
 4/22/22  Boston Trust Walden Funds         485BPOS     5/01/22   41:11M                                    Toppan Merrill/FA
 7/02/21  Boston Trust Walden Funds         485BPOS     7/30/21   34:10M                                    Toppan Merrill/FA
 5/04/21  Boston Trust Walden Funds         485APOS5/04/21    2:2.3M                                   Toppan Merrill/FA
 4/22/21  Boston Trust Walden Funds         485BPOS     5/01/21   38:10M                                    Toppan Merrill/FA
 9/16/20  Boston Trust Walden Funds         POS EX      9/16/20   13:972K                                   Toppan Merrill/FA
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Filing Submission 0001104659-19-048606   –   Alternative Formats (Word / Rich Text, HTML, Plain Text, et al.)

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