to Master Transfer Agency and Service Agreement (the “Agreement”) between State Street Bank and Trust Company (the “Transfer Agent”), Calvert Investment Services, Inc. (“CIS”), and Calvert Social Investment Fund, Calvert Social Index Series, Inc.,...

 

 

AMENDMENT

to

Master Transfer Agency and Service Agreement (the “Agreement”)

between

State Street Bank and Trust Company (the “Transfer Agent”),

▇▇▇▇▇▇▇ Investment Services, Inc. (“CIS”),

and

▇▇▇▇▇▇▇ Social Investment Fund,

▇▇▇▇▇▇▇ Social Index Series, Inc.,

▇▇▇▇▇▇▇ Impact Fund, Inc.,

The ▇▇▇▇▇▇▇ Fund,

▇▇▇▇▇▇▇ World Values Fund, Inc.,

Calvert Cash Reserves,

▇▇▇▇▇▇▇ Tax-Free Reserves,

First Variable Rate Fund for Government Income,

▇▇▇▇▇▇▇ Variable Series, Inc.,

▇▇▇▇▇▇▇ ▇▇▇▇ Fund, and

▇▇▇▇▇▇▇ Variable Products Inc.,

(the “Funds”)

 

This Amendment is made as of this 28^th day of February, 2013 between the Funds and the Transfer Agent.  In accordance with Section 15.1 (Amendment) and Section 16 (Additional Portfolios and Funds) of the Agreement between the Funds, CIS and the Transfer Agent dated April 3, 2007 and effective as of May 1, 2006, as amended (the “Agreement”), the parties desire to amend the Agreement as set forth herein.  All capitalized terms not otherwise defined herein shall have the meanings set forth in the Agreement.

 

NOW THEREFORE, the parties agree as follows:

 

1.       Schedule A (Portfolios).  Schedule A to the Agreement is replaced by revised Schedule A dated February 28, 2013, attached hereto.

 

2.      Schedules Incorporated.  All schedules referenced in this Amendment are incorporated herein. 

 

3.      Continuing Provisions of the Agreement.  Except as otherwise specifically set forth in this Amendment, all other terms of the Agreement shall remain unchanged and continue in full force and effect.

 

4.      Counterpart Signatures.  This Amendment may be executed in any number of counterpart signatures with the same effect as if the parties had all signed the same document. All counterpart signatures shall be construed together and shall constitute one agreement.

 

 

IN WITNESS WHEREOF, the parties hereto have caused this Amendment to be executed in their names and on their behalf by and through their duly authorized officers, as of the day and year first above written.

 

 

 

 

 

 

 

SCHEDULE A

PORTFOLIOS

Dated: February 28, 2013

 

▇▇▇▇▇▇▇ SOCIAL INVESTMENT FUND

▇▇▇▇▇▇▇ Money Market Portfolio

▇▇▇▇▇▇▇ Balanced Portfolio

▇▇▇▇▇▇▇ Bond Portfolio

▇▇▇▇▇▇▇ Equity Portfolio

▇▇▇▇▇▇▇ Large Cap Core Portfolio (f/k/a ▇▇▇▇▇▇▇ Enhanced Equity Portfolio)

▇▇▇▇▇▇▇ Conservative Allocation Fund

▇▇▇▇▇▇▇ Moderate Allocation Fund

▇▇▇▇▇▇▇ Aggressive Allocation Fund

 

▇▇▇▇▇▇▇ SOCIAL INDEX SERIES, INC.

▇▇▇▇▇▇▇ Social Index Fund

▇▇▇▇▇▇▇ IMPACT FUND, INC.

▇▇▇▇▇▇▇ Large Cap Growth Fund

▇▇▇▇▇▇▇ Small Cap Fund

▇▇▇▇▇▇▇ Global Alternative Energy Fund

▇▇▇▇▇▇▇ Global Water Fund

THE ▇▇▇▇▇▇▇ FUND

▇▇▇▇▇▇▇ Income Fund

▇▇▇▇▇▇▇ Short Duration Income Fund  

Calvert Long-Term Income Fund

▇▇▇▇▇▇▇ Ultra-Short Income Fund

▇▇▇▇▇▇▇ Government Fund

▇▇▇▇▇▇▇ High Yield Bond Fund

▇▇▇▇▇▇▇ WORLD VALUES FUND, INC.

▇▇▇▇▇▇▇ Capital Accumulation Fund

▇▇▇▇▇▇▇ International Equity Fund

▇▇▇▇▇▇▇ International Opportunities Fund

▇▇▇▇▇▇▇ Emerging Markets Equity Fund

 

CALVERT CASH RESERVES

Institutional Prime Fund

 

▇▇▇▇▇▇▇ TAX-FREE RESERVES

▇▇▇▇▇▇▇ Tax-Free Reserves Money Market Portfolio

▇▇▇▇▇▇▇ Tax-Free Bond Fund

 

SCHEDULE A

PORTFOLIOS

Dated:  February 28, 2013

(continued)

FIRST VARIABLE RATE FUND FOR GOVERNMENT INCOME

▇▇▇▇▇▇▇ First Government Money Market Fund

▇▇▇▇▇▇▇ VARIABLE SERIES, INC.

▇▇▇▇▇▇▇ ▇▇ SRI Mid Cap Growth Portfolio

▇▇▇▇▇▇▇ ▇▇ SRI Balanced Portfolio

▇▇▇▇▇▇▇ ▇▇ SRI Equity Portfolio

▇▇▇▇▇▇▇ ▇▇ Income Portfolio

▇▇▇▇▇▇▇ ▇▇ Small Cap Growth Portfolio

▇▇▇▇▇▇▇ ▇▇ Money Market Portfolio

▇▇▇▇▇▇▇ ▇▇▇▇ FUND

▇▇▇▇▇▇▇ Large Cap Value Fund

▇▇▇▇▇▇▇ Equity Income Fund  

 

▇▇▇▇▇▇▇ VARIABLE PRODUCTS, INC.

▇▇▇▇▇▇▇ ▇▇ EAFE International Index Portfolio

▇▇▇▇▇▇▇ ▇▇ Inflation Protected Plus Portfolio

▇▇▇▇▇▇▇ ▇▇ Investment Grade Bond Index Portfolio (f/k/a ▇▇▇▇▇▇▇ ▇▇ Barclays Capital Aggregate Bond Index Portfolio)**

▇▇▇▇▇▇▇ ▇▇ NASDAQ 100 Index Portfolio

▇▇▇▇▇▇▇ ▇▇ Natural Resources Portfolio

▇▇▇▇▇▇▇ ▇▇ ▇▇▇▇▇▇▇ 2000 Small Cap Index Portfolio

▇▇▇▇▇▇▇ ▇▇ S&P 500 Index Portfolio

▇▇▇▇▇▇▇ ▇▇ S&P ▇▇▇▇▇▇ 400 Index Portfolio

▇▇▇▇▇▇▇ ▇▇ SRI Large Cap Value Portfolio

▇▇▇▇▇▇▇ ▇▇ Volatility Managed Growth Portfolio*

▇▇▇▇▇▇▇ ▇▇ Volatility Managed Moderate Growth Portfolio*

▇▇▇▇▇▇▇ ▇▇ Volatility Managed Moderate Portfolio*

 

 

 

*To become effective on April 30, 2013

**Name change effective as of April 30, 2013