Home / Preview ID: 172558

Fund Accounting and Compliance Administration Agreement

Date:
2003
Size:
49K
ID:
#172558

Start of Preview
                                 Fund Accounting
                          And Compliance Administration
                                    Agreement


     This Fund Accounting And Compliance Administration Agreement ("Agreement"),
made and  entered  into this 20th day of June,  2003,  by and  between  the PMFM
Investment Trust, a Delaware  statutory trust (the "Trust"),  and The Nottingham
Management Company d/b/a The Nottingham  Company,  a North Carolina  corporation
(the "Administrator").

     WHEREAS,  the Trust is registered as an  open-ended  management  investment
company under the Investment Company Act of 1940, as amended (the "1940 Act");

     WHEREAS,  the Trust wishes to retain the  Administrator  to provide certain
administrative  services  to the Trust in the  manner and on the terms set forth
therein;

     WHEREAS,  Administrator  is  willing  to furnish  and/or  arrange  for such
services in the manner and on the terms hereinafter set forth; and

     NOW,  THEREFORE,  in  consideration  of the premises  and mutual  covenants
contained in this  Agreement  and intending to be legally  bound,  the Trust and
Administrator agree as follows:

       1.     Retention  of the  Administrator.  The Trust  hereby  retains  and
              appoints the  Administrator to act as the administrator to provide
              or procure certain  administrative and other services with respect
              to the funds  identified  on  Schedule 1 ("Fund" or "Funds" as the
              context requires), attached hereto and made a part hereof, for the
              period  and  on  the  terms  set  forth  in  this  Agreement.  The
              Administrator hereby accepts such appointment and agrees to render
              the services  herein set forth under the terms and  conditions  of
              this Agreement.

       2.     Duties of Administrator.  Subject to the policies and direction of
              the Trust's  Board of  Trustees  ("Trustees"),  the  Administrator
              shall  provide,  or  cause to be  furnished  by  others,  the fund
              accounting, administrative and other services reasonably necessary
              for the  operation  of the Trust and Funds as set forth in Exhibit
              A, attached hereto and made a part hereof. The Administrator shall
              exercise  reasonable  customary  care  in the  performance  of its
              duties under this Agreement.

       3.     Allocation of Charges and Expenses.

              a.     The  Administrator.  The Administrator  will furnish at its
                     own  expense  the  executive,   supervisory   and  clerical
                     personnel  reasonably  necessary to perform its obligations



                     under  this   Agreement.   Except  as  otherwise   provided
                     hereunder,  Administrator will also provide the items which
                     it  is  obligated  to  provide  under  this  Agreement.  In
                     addition,  Administrator will pay all compensation, if any,
                     of any officers or Trustees of the Trust who are affiliated
                     persons of the Administrator or any affiliated  corporation
                     of Administrator;  provided, however, that unless otherwise
                     specifically   provided,  the  Administrator  will  not  be
                     obligated  to pay the  compensation  of any employee of the
                     Trust  retained  by the  Trustees  to perform  services  on
                     behalf of the Trust.

              b.     The Trust.  The Trust  assumes and will pay, or cause to be
                     paid,  all  other  expenses  of the Trust and the Funds not
                     otherwise allocated in this Agreement,  including,  without
                     limitation, the following:

                     (i)    Organizational expenses;
                     (ii)   Taxes;
                     (iii)  Brokerage  fees  and  commissions   with  regard  to
                            portfolio transaction of the Funds;
                     (iv)   Interest charges, fees and expenses of the custodian
                            of the Funds' portfolio securities;
                     (v)    Fees and expenses of the Trust's dividend disbursing
                            and transfer agent(s);
                     (vi)   Administrative    expenses    (including,    without
                            limitation,  any fees,  expenses and  reimbursements
                            payable to the Administrator under this Agreement) ;
                     (vii)  Auditing  and  legal  expenses  of the Trust and the
                            Funds;
                     (viii) Cost of  maintenance  of the Trust's  (including the
                            Funds') existence as a legal entity;
                     (ix)   Fees and expenses of Trustees who are not interested
                            persons of the Trust as that term is defined by law;
                     (x)    Costs and expenses of Trust meetings;
                     (xi)   Costs  and   expenses   of   initial   and   ongoing
                            registration  of the Funds' shares under Federal and
                            state securities laws;
                     (xii)  Costs of preparing (including typesetting), printing
                            and mailing  reports,  prospectuses,  statements  of
                            additional information,  proxy solicitation material
                            and notices to existing shareholders;
                     (xiii) Costs   of   fidelity   bonds   and   Trustees   and
                            officers/errors and omissions insurance policies;
                     (xiv)  Investment  advisory  fees  payable  to each  Funds'
                            investment advisor;
                     (xv)   Litigation and other  extraordinary  or nonrecurring
                            expenses involving the Trust or the Funds;
                     (xvi)  Any   actual    out-of-pocket    expenses   of   the
                            Administrator  as provided in this  Agreement and as


End of Preview