Modifications to Amended Agreement Clause Samples

Modifications to Amended Agreement. The Amended Agreement is hereby amended by deleting Schedule B and replacing it in its entirety with the Schedule B attached to Amendment No. 2 to Transfer Agency And Shareholder Services Agreement, dated as of March 24, 2015, between BNYM and the Investment Companies.

Modifications to Amended Agreement. The Amended Agreement is amended as follows: (a) Exhibit 1 - List of Portfolios is hereby deleted and replaced in its entirety with the Exhibit 1 - List of Portfolios attached to Amendment Number 7 To The Transfer Agency And Services Agreement, dated as of March 28, 2016. (b) A new Schedule B shall be added which reads in its entirety as set forth on the Schedule B attached to Amendment Number 7 To The Transfer Agency And Services Agreement, dated as of March 28, 2016.

Modifications to Amended Agreement. The Amended Agreement is hereby amended as follows: (a) The term “PFPC Inc.” shall be replaced each place it may occur with “PNC Global Investment Servicing (U.S.) Inc.” and the defined term “PFPC” shall be replaced each place it may occur with “PNC”.

Modifications to Amended Agreement. The Amended Agreement is hereby amended as follows: Exhibit A shall be deleted in its entirety and replaced with the Exhibit A attached to this Amendment.

Modifications to Amended Agreement. Each Amended Agreement is amended as follows: (a) The phrase “PFPC Inc.” shall be replaced each place it appears with the phrase “PNC Global Investment Servicing (U.S.) Inc.” and the term “PFPC” shall be replaced each place it appears with the term “PNCGIS”. (b) The first sentence of Section 17(a) is deleted and replaced in its entirety with the following: This Agreement shall be effective on the date first written above and shall continue until December 31, 2011 (“Initial Term”). (c) Each Annex A and Exhibit A, as indicated in the table below with respect to each Amended Agreement, shall be deleted and replaced in its entirety with the Annex A or Exhibit A attached to the Transfer Agency And Related Services Amendment dated as of December 31, 2009. SMA Relationship Trust October 8, 2003 Exhibit A The UBS Funds August 20, 2001 Exhibit A UBS Cashfund Inc. August 1, 1997 Annex A UBS Investment Trust August 1, 1997 Annex A UBS Managed Municipal Trust August 1, 1997 Annex A UBS Master Series August 1, 1997 Annex A UBS Municipal Money Market Series August 1, 1997 Annex A UBS PACE Select Advisors Trust November 27, 2000 Exhibit A UBS RMA Money Fund Inc. August 1, 1997 Annex A UBS RMA Tax-Free Fund, Inc. August 1, 1997 Annex A

Modifications to Amended Agreement. The Amended Agreement is hereby amended as follows: (a) Any occurrence of the words “PFPC Inc.” shall be deleted each place they appear and replaced in their entirety with the words “BNY Mellon Investment Servicing (US) Inc.”, the defined term “PFPC” shall be deleted each place it appears and replaced in its entirety with “BNYM”, and each reference to “The PNC Financial Services Group, Inc.” or other prior parent corporation of BNYM shall be deleted each place it appears and be replaced with “The Bank of New York Mellon Corporation”. (b) A new Section 1(j) shall be added which reads in its entirety as follows:

Modifications to Amended Agreement. The Amended Agreement is hereby amended as follows: (a) A new Section 14(p) shall be added which reads in its entirety as follows:

Modifications to Amended Agreement. The Amended Agreement is hereby amended as follows: (a) (i) The words “PNC Global Investment Servicing (U.S.) Inc.” shall be deleted in their entirety each place they appear and shall be replaced with “BNY Mellon Investment Servicing (US) Inc.”; (ii) The term “PNC” shall be deleted each place it appears and shall be replaced with the term “BNYM”; (iii) References to “The PNC Financial Services Group, Inc.” shall be deleted each place they appear and shall be replaced by “The Bank of New York Mellon Corporation”; and (iv) The words “Phoenix Preferred Client” shall be deleted each place they appear and shall be replaced by “Phoenix Concierge”. (b) Section 2.3 is amended by adding a fourth paragraph thereto which reads in its entirety as follows: Phoenix shall include in the Phoenix Concierge Account Documentation the checkwriting terms and conditions set forth on Schedule C hereto (“Checkwriting Terms”). Each party to the Checkwriting Terms will be obligated in accordance with its terms. BNYM may amend Schedule C by delivering an amended Schedule C to Phoenix in accordance with Section 10.3 (Notices). BNYM represents and warrants that Schedule C will at all times contain commercially reasonable terms and conditions governing checkwriting that Agent establishes for all its checkwriting customers generally, as applicable to Phoenix Concierge Accounts. (c) The fourth sentence of Section 3.1.1 is deleted and replaced in its entirety by the following: Subject to available defenses against the Customer, BNYM shall have responsibility, and will indemnify, defend and hold Phoenix harmless from Losses, resulting from the improper payment of a Check (i) that is paid by Agent over an effective stop payment order, or (ii) is $6,000 or more in amount, bears a forged or unauthorized drawer signature or has been altered, and is paid by Agent due to Agent’s grossly negligent review of the Check. (d) Section 3.1.6 is deleted and replaced in its entirety by the following:

Modifications to Amended Agreement. The Amended Agreement is amended as follows: (a) The term "Agreement" is hereby redefined to mean "the Original Agreement as amended by Amendment No. 1 and Amendment No. 2".