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 | 2004 |
Administrative Services Agreement
Administrative Services Agreement (12K)
Doc #2468019: Click preview link for longer preview.
ADMINISTRATIVE SERVICES AGREEMENT
This Agreement, dated as of November 13, 2003, is by and between AXP Market
Advantage Series, Inc., (the "Corporation"), a Minnesota corporation, on behalf
of its underlying series AXP Portfolio Builder Conservative Fund, AXP Portfolio
Builder Moderate Conservative Fund, AXP Portfolio Builder Moderate Fund, AXP
Portfolio Builder Moderate Aggressive Fund, AXP Portfolio Builder Aggressive
Fund and AXP Portfolio Builder Total Equity Fund (individually a "Fund" and
collectively the "Funds"), and . . .
2468019
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| 2003 |
Agreement and Plan of Reorganization
Agreement and Plan of Reorganization (31K)
Doc #2468036: Click preview link for longer preview.
Agreement and Plan of Reorganization
This Agreement and Plan of Reorganization dated as of July 11, 2002 (the
"Agreement") is between AXP Total Stock Market Index Fund (the "Acquired Fund"),
a series of capital stock of AXP Market Advantage Series, Inc. (the
"Corporation"), a Minnesota corporation and AXP S&P 500 Index Fund (the
"Acquiring Fund"), a series of capital stock of the same Corporation.
In consideration of their mutual promises, the parties agree as follows:
1. Shareholder Approval
The Acquired . . .
2468036
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 Ropes & Gray
As referenced in this Agreement and Plan of Reorganization:
Ropes &
Gray – been issued.
o All necessary approvals, consents and exemptions from federal and
state regulatory authorities will have been obtained.
d. Tax Opinion. The Corporation will have received the opinion of Ropes &
Gray dated as of the Closing, as to the federal income tax consequences of
the Reorganization to the Acquiring Fund and its shareholders. For purposes
of rendering their opinion, Ropes & Gray
_____________
Ropes & Gray – Ropes &
Gray dated as of the Closing, as to the federal income tax consequences of
the Reorganization to the Acquiring Fund and its shareholders. For purposes
of rendering their opinion, Ropes & Gray may rely, as to factual matters,
upon the statements made in this Agreement, the proxy statement which will
be distributed to the shareholders of the Acquired Fund, and other written
_____________
Ropes & Gray – which will
be distributed to the shareholders of the Acquired Fund, and other written
representations as an officer of the Corporation will have verified as of
Closing. The opinion of Ropes & Gray will be to the effect that: (i)
neither the Acquired Fund nor the Acquiring Fund will recognize any gain or
loss upon the transfer of the assets of the
_____________
Ropes &
Gray – been issued.
o All necessary approvals, consents and exemptions from federal and
state regulatory authorities will have been obtained.
d. Tax Opinion. The Corporation will have received the opinion of Ropes &
Gray dated as of the Closing, as to the federal income tax consequences of
the Reorganization to the Acquired Fund and its shareholders. For purposes
of rendering their opinion, Ropes & Gray
_____________
Ropes & Gray – Ropes &
Gray dated as of the Closing, as to the federal income tax consequences of
the Reorganization to the Acquired Fund and its shareholders. For purposes
of rendering their opinion, Ropes & Gray may rely, as to factual matters,
upon the statements made in this Agreement, the proxy statement which will
be distributed to the shareholders of the Acquired Fund, and other written
_____________
dt 1641783
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| 2003 |
Agreement and Plan of Reorganization
Agreement and Plan of Reorganization (31K)
Doc #2468037: Click preview link for longer preview.
Agreement and Plan of Reorganization
This Agreement and Plan of Reorganization dated as of July 11, 2002 (the
"Agreement") is between AXP Nasdaq 100 Index Fund (the "Acquired Fund"), a
series of capital stock of AXP Market Advantage Series, Inc. (the
"Corporation"), a Minnesota corporation and AXP S&P 500 Index Fund (the
"Acquiring Fund"), a series of capital stock of the same Corporation.
In consideration of their mutual promises, the parties agree as follows:
1. Shareholder Approval
The Acquired Fund . . .
2468037
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Ropes & Gray
As referenced in this Agreement and Plan of Reorganization:
Ropes &
Gray – been issued.
o All necessary approvals, consents and exemptions from federal and
state regulatory authorities will have been obtained.
d. Tax Opinion. The Corporation will have received the opinion of Ropes &
Gray dated as of the Closing, as to the federal income tax consequences of
the Reorganization to the Acquiring Fund and its shareholders. For purposes
of rendering their opinion, Ropes & Gray
_____________
Ropes & Gray – Ropes &
Gray dated as of the Closing, as to the federal income tax consequences of
the Reorganization to the Acquiring Fund and its shareholders. For purposes
of rendering their opinion, Ropes & Gray may rely, as to factual matters,
upon the statements made in this Agreement, the proxy statement which will
be distributed to the shareholders of the Acquired Fund, and other written
_____________
Ropes & Gray – which will
be distributed to the shareholders of the Acquired Fund, and other written
representations as an officer of the Corporation will have verified as of
Closing. The opinion of Ropes & Gray will be to the effect that: (i)
neither the Acquired Fund nor the Acquiring Fund will recognize any gain or
loss upon the transfer of the assets of the
_____________
Ropes &
Gray – been issued.
o All necessary approvals, consents and exemptions from federal and
state regulatory authorities will have been obtained.
d. Tax Opinion. The Corporation will have received the opinion of Ropes &
Gray dated as of the Closing, as to the federal income tax consequences of
the Reorganization to the Acquired Fund and its shareholders. For purposes
of rendering their opinion, Ropes & Gray
_____________
Ropes & Gray – Ropes &
Gray dated as of the Closing, as to the federal income tax consequences of
the Reorganization to the Acquired Fund and its shareholders. For purposes
of rendering their opinion, Ropes & Gray may rely, as to factual matters,
upon the statements made in this Agreement, the proxy statement which will
be distributed to the shareholders of the Acquired Fund, and other written
_____________
dt 1641784
|
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| 2001 |
Bylaws
Bylaws (17K)
Doc #2468053: Click preview link for longer preview.
Effective: December 6, 1989
Amended: 9/8/99, 1/11/01
BY-LAWS
OF
AXP MARKET ADVANTAGE SERIES, INC.
ARTICLE I
Corporate Seal
The corporate seal shall bear the inscription "Seal."
ARTICLE II
Meeting of Shareholders
Section 1. No regular meeting of shareholders need be held, however, . . .
2468053
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| 2004 |
Custodian Agreement
Custodian Agreement (25K)
Doc #2468018: Click preview link for longer preview.
CUSTODIAN AGREEMENT
This Agreement dated as of November 13, 2003, is between AXP Market Advantage
Series, Inc., (the "Corporation"), a Minnesota corporation, on behalf of its
underlying series AXP Portfolio Builder Conservative Fund, AXP Portfolio Builder
Moderate Conservative Fund, AXP Portfolio Builder Moderate Fund, AXP Portfolio
Builder Moderate Aggressive Fund, AXP Portfolio Builder Aggressive Fund, AXP
Portfolio Builder Total Equity Fund (individually a "Fund" and collectively the
"Funds"), and American Express Trust . . .
2468018
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| 2004 |
Investment Management Services Agreement
Investment Management Services Agreement (16K)
Doc #2468016: Click preview link for longer preview.
INVESTMENT MANAGEMENT SERVICES AGREEMENT
This Agreement dated as of November 13, 2003, is by and between AXP
Market Advantage Series, Inc., (the "Corporation"), a Minnesota corporation, on
behalf of its underlying series AXP Portfolio Builder Conservative Fund, AXP
Portfolio Builder Moderate Conservative Fund, AXP Portfolio Builder Moderate
Fund, AXP Portfolio Builder Moderate Aggressive Fund, AXP Portfolio Builder
Aggressive Fund and AXP Portfolio Builder Total Equity Fund (individually a
"Fund" and collectively the "Funds") . . .
2468016
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| 2003 |
Investment Management Services Agreement
Investment Management Services Agreement (23K)
Doc #2468031: Click preview link for longer preview.
INVESTMENT MANAGEMENT SERVICES AGREEMENT
This Agreement dated as of December 1, 2002, is by and between AXP
Market Advantage Series, Inc., (the "Corporation"), a Minnesota corporation, on
behalf of its underlying series AXP Blue Chip Advantage Fund, (the "Fund") and
American Express Financial Corporation ("AEFC"), a Delaware corporation.
Part One: INVESTMENT MANAGEMENT AND OTHER SERVICES
(1) The Corporation hereby retains AEFC, and AEFC hereby agrees, for
the period of this Agreement and under the terms and . . .
2468031
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| 2003 |
Investment Management Services Agreement
Investment Management Services Agreement (16K)
Doc #2468032: Click preview link for longer preview.
INVESTMENT MANAGEMENT SERVICES AGREEMENT
This Agreement dated as of December 1, 2002, is by and between AXP
Market Advantage Series, Inc., (the "Corporation"), a Minnesota corporation, on
behalf of its underlying series AXP Small Company Index Fund, (the "Fund") and
American Express Financial Corporation ("AEFC"), a Delaware corporation.
Part One: INVESTMENT MANAGEMENT AND OTHER SERVICES
(1) The Corporation hereby retains AEFC, and AEFC hereby agrees, for
the period of this Agreement and under the terms and . . .
2468032
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| 2002 |
Investment Subadvisory Agreement
Investment Subadvisory Agreement (14K)
Doc #2468045: This document is immediately available for purchase, but does not have a preview available for viewing.
2468045
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| 2006 |
Plan and Agreement of Distribution
Plan and Agreement of Distribution (5K)
Doc #2468000: This document is immediately available for purchase, but does not have a preview available for viewing.
2468000
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| 2007 |
Sale and Servicing Agreement
Sale and Servicing Agreement (7K)
Doc #3116799: This document is immediately available for purchase, but does not have a preview available for viewing.
3116799
| | |
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| 2004 |
Transfer Agency Agreement
Transfer Agency Agreement (22K)
Doc #2468021: Click preview link for longer preview.
TRANSFER AGENCY AGREEMENT
This Agreement, dated as of November 13, 2003, is between AXP Market Advantage
Series, Inc. (the "Corporation"), a Minnesota corporation, on behalf of its
underlying series AXP Portfolio Builder Conservative Fund, AXP Portfolio Builder
Moderate Conservative Fund, AXP Portfolio Builder Moderate Fund, AXP Portfolio
Builder Moderate Aggressive Fund, AXP Portfolio Builder Aggressive Fund and AXP
Portfolio Builder Total Equity Fund (individually a "Fund" and collectively the
"Funds"), and American Express . . .
2468021
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