Waddell & Reed Financial, Inc. Business Operations Contracts & Agreements

31 Contracts & Agreements
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Filed
Letter Agreement, dated as of April 1, 2021, by and between Waddell & Reed Financial, Inc. and Macquarie Management Holdings, Inc
Management Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2021
Investment Management Agreement, dated November 13, 2008, by and between Ivy Funds and Ivy Investment Management Company
Management Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2019
Investment Management Agreement, dated July 29, 2016, by and between Ivy Variable Insurance Portfolios and Ivy Investment Management Company
Management Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2019
Investment Management Agreement, dated July 29, 2016, by and between Ivy Variable Insurance Portfolios and Ivy Investment Management Company
Management Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2019
First Amendment to the Amended and Restated Investment Management Agreement, dated June 3, 2017, by and between the Waddell & Reed Advisors Funds and Waddell & Reed Investment...
Management Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2018
Amended and Restated Investment Management Agreement, dated May 15, 2017, by and between the Waddell & Reed Advisors Funds and Waddell & Reed Investment Management Company
Management Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2018
INVESTMENT MANAGEMENT AGREEMENT
Management Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2017
INVESTMENT MANAGEMENT AGREEMENT
Management Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2016
INVESTMENT MANAGEMENT AGREEMENT
Management Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2016
INVESTMENT MANAGEMENT AGREEMENT
Management Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2016
FIRST AMENDED AND RESTATED INVESTMENT MANAGEMENT AGREEMENT
Management Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2016
INVESTMENT MANAGEMENT AGREEMENT
Management Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2013
ADMINISTRATIVE and MARKETING SERVICES AGREEMENT
Marketing Agreements
Waddell & Reed Financial, Inc.
Capital Markets
OH
2013
INVESTMENT MANAGEMENT AGREEMENT
Management Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2012
IVY FUNDS, INC. DISTRIBUTION AND SERVICE PLAN FOR CLASS A, CLASS B, CLASS C, CLASS E, CLASS RAND CLASS Y SHARES
Distribution Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2010
IVY FUNDS DISTRIBUTION AND SERVICE PLAN FOR CLASS A, CLASS B, CLASS C, CLASS E, CLASS Rand CLASS Y SHARES (Amended Plan Adopted on November 14, 2007)
Distribution Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2010
IVY FUNDS DISTRIBUTION AND SERVICE PLAN FOR CLASS A, CLASS B, CLASS C, CLASS E, and CLASS YSHARES
Distribution Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2010
DISTRIBUTION AND SERVICE PLAN FOR CLASS C SHARES Effective January 30, 2009
Distribution Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2010
DISTRIBUTION AND SERVICE PLAN FOR CLASS B SHARES Effective January 30, 2009
Distribution Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2010
DISTRIBUTION AND SERVICE PLAN FOR CLASS A SHARES Effective January 30, 2009
Distribution Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2010
INVESTMENT MANAGEMENT AGREEMENT
Management Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2010
INVESTMENT MANAGEMENT AGREEMENT
Management Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2010
INVESTMENT MANAGEMENT AGREEMENT
Management Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2010
ACCOUNTING SERVICES AGREEMENT
Services Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2010
ACCOUNTING AND ADMINISTRATIVE SERVICES AGREEMENT
Services Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2010
ACCOUNTING AND ADMINISTRATIVE SERVICES AGREEMENT
Services Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2010
ACCOUNTING AND ADMINISTRATIVE SERVICES AGREEMENT
Services Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2010
ACCOUNTING SERVICES AGREEMENT
Services Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2010
INDEMNIFICATION AGREEMENT
Indemnification Agreements
Waddell & Reed Financial, Inc.
Capital Markets
DE
2009
ADMNISTRATIVE SERVICES AGREEMENT
Services Agreements
Waddell & Reed Financial, Inc.
Capital Markets
OH
2009
IVY FUNDS, INC. DISTRIBUTION AND SERVICE PLAN FOR CLASS A, CLASS B, CLASS C, CLASS E, CLASS RAND CLASS Y SHARES
Distribution Agreements
Waddell & Reed Financial, Inc.
Capital Markets
2008