Waddell & Reed Financial, Inc. Business Operations Contracts & Agreements
31 Contracts & Agreements
- Distribution Agreements (7 contracts)
- Indemnification Agreements (1)
- Management Agreements (16)
- Marketing Agreements (1)
- Services Agreements (6)
- Letter Agreement, dated as of April 1, 2021, by and between Waddell & Reed Financial, Inc. and Macquarie Management Holdings, Inc (Filed With SEC on April 5, 2021)
- Investment Management Agreement, dated November 13, 2008, by and between Ivy Funds and Ivy Investment Management Company (Filed With SEC on February 22, 2019)
- Investment Management Agreement, dated July 29, 2016, by and between Ivy Variable Insurance Portfolios and Ivy Investment Management Company (Filed With SEC on February 22, 2019)
- Investment Management Agreement, dated July 29, 2016, by and between Ivy Variable Insurance Portfolios and Ivy Investment Management Company (Filed With SEC on February 22, 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... (Filed With SEC on February 23, 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 (Filed With SEC on February 23, 2018)
- INVESTMENT MANAGEMENT AGREEMENT (Filed With SEC on February 24, 2017)
- INVESTMENT MANAGEMENT AGREEMENT (Filed With SEC on October 28, 2016)
- INVESTMENT MANAGEMENT AGREEMENT (Filed With SEC on October 28, 2016)
- INVESTMENT MANAGEMENT AGREEMENT (Filed With SEC on October 28, 2016)
- FIRST AMENDED AND RESTATED INVESTMENT MANAGEMENT AGREEMENT (Filed With SEC on February 26, 2016)
- INVESTMENT MANAGEMENT AGREEMENT (Filed With SEC on February 27, 2013)
- ADMINISTRATIVE and MARKETING SERVICES AGREEMENT (Filed With SEC on February 27, 2013)
- INVESTMENT MANAGEMENT AGREEMENT (Filed With SEC on February 29, 2012)
- IVY FUNDS, INC. DISTRIBUTION AND SERVICE PLAN FOR CLASS A, CLASS B, CLASS C, CLASS E, CLASS RAND CLASS Y SHARES (Filed With SEC on February 26, 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) (Filed With SEC on February 26, 2010)
- IVY FUNDS DISTRIBUTION AND SERVICE PLAN FOR CLASS A, CLASS B, CLASS C, CLASS E, and CLASS YSHARES (Filed With SEC on February 26, 2010)
- DISTRIBUTION AND SERVICE PLAN FOR CLASS C SHARES Effective January 30, 2009 (Filed With SEC on February 26, 2010)
- DISTRIBUTION AND SERVICE PLAN FOR CLASS B SHARES Effective January 30, 2009 (Filed With SEC on February 26, 2010)
- DISTRIBUTION AND SERVICE PLAN FOR CLASS A SHARES Effective January 30, 2009 (Filed With SEC on February 26, 2010)
- INVESTMENT MANAGEMENT AGREEMENT (Filed With SEC on February 26, 2010)
- INVESTMENT MANAGEMENT AGREEMENT (Filed With SEC on February 26, 2010)
- INVESTMENT MANAGEMENT AGREEMENT (Filed With SEC on February 26, 2010)
- ACCOUNTING SERVICES AGREEMENT (Filed With SEC on February 26, 2010)
- ACCOUNTING AND ADMINISTRATIVE SERVICES AGREEMENT (Filed With SEC on February 26, 2010)
- ACCOUNTING AND ADMINISTRATIVE SERVICES AGREEMENT (Filed With SEC on February 26, 2010)
- ACCOUNTING AND ADMINISTRATIVE SERVICES AGREEMENT (Filed With SEC on February 26, 2010)
- ACCOUNTING SERVICES AGREEMENT (Filed With SEC on February 26, 2010)
- INDEMNIFICATION AGREEMENT (Filed With SEC on November 16, 2009)
- ADMNISTRATIVE SERVICES AGREEMENT (Filed With SEC on February 27, 2009)
- IVY FUNDS, INC. DISTRIBUTION AND SERVICE PLAN FOR CLASS A, CLASS B, CLASS C, CLASS E, CLASS RAND CLASS Y SHARES (Filed With SEC on February 29, 2008)