MACKENZIE INVESTMENT MANAGEMENT INC Contracts & Agreements

45 Contracts & Agreements
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Transaction Bonus Summary Agreement between Company and Executive Officers
Bonus & Incentive Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2002
Master Business Management and Investment Advisory Agreement between Ivy Fund and Ivy Management, Inc.
Advisory Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2002
Supplement to Master Business Management and Investment Advisory Agreement between Ivy Fund and Ivy Management, Inc. (May 29, 2001)
Advisory Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2002
Master Business Management Agreement Supplement between Ivy Fund and Ivy Management, Inc. for Ivy Global Natural Resources Fund
Management Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2002
Investment Advisory Agreement between Ivy Fund and Mackenzie Financial Corporation (May 29, 2001)
Advisory Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2002
Subadvisory Agreement between Ivy Management, Inc. and Henderson Investment Management Limited (May 29, 2001)
Advisory Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
MA
2002
Subadvisory Agreement between Ivy Management, Inc. and Peter Cundill & Associates, Inc. dated May 29, 2001
Advisory Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
MA
2002
Amended and Restated Distribution Agreement between Ivy Mackenzie Distributors, Inc. and Ivy Fund Trust
Distribution Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2002
Transfer Agency Services Agreement between PFPC Inc. and Ivy Fund (June 25, 2001)
Services Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
DE
2002
Mackenzie Dealer Agreement for Distribution of The Mackenzie Group of Funds Shares
Distribution Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2000
Amended and Restated Distribution Agreement between Ivy Fund and Mackenzie Funds Distribution Inc.
Distribution Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2000
Subadvisory Agreement among Ivy Fund, Ivy Management Inc., and Boston Overseas Investors, Inc. (December 31, 1991)
Advisory Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2000
Assignment Agreement among Northern Cross Investments Limited, Boston Overseas Investors, Inc., Ivy Fund, and Ivy Management Inc.
Assignment Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2000
Investment Advisory Agreement between Ivy Fund and Mackenzie Financial Corporation
Advisory Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2000
Transfer Agency and Shareholder Services Agreement between Ivy Fund and Ivy Management Inc.
Services Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
MA
2000
Assignment Agreement among Mackenzie Ivy Investor Services Corp., Ivy Fund, and Ivy Management Inc. (October 1, 1993)
Assignment Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2000
Addendum to Transfer Agency and Shareholder Services Agreement between Ivy Fund and Mackenzie Ivy Investor Services Corp.
Assignment Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2000
Subadvisory Agreement between Ivy Management, Inc. and Henderson Investment Management Limited (February 1, 1999)
Advisory Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
MA
2000
Subadvisory Agreement between Ivy Management, Inc. and Peter Cundill & Associates, Inc. (March 1, 2000)
Advisory Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
MA
2000
Amendment to Change in Control Agreement between Mackenzie Investment Management, Inc. and Tom Bracco
Change of Control Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2002
Amendment to Change in Control Agreement between Keith J. Carlson and Mackenzie Investment Management, Inc.
Change of Control Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2002
Amendment to Change in Control Agreement Between Paul Baran and Mackenzie Investment Management, Inc.
Change of Control Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2002
Amendment to Change in Control Agreement Between Thomas Bivin and Mackenzie Investment Management, Inc.
Change of Control Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2002
Amendment to Change in Control Agreement Between Mackenzie Investment Management, Inc. and James Broadfoot
Change of Control Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2002
Amendment to Change in Control Agreement Between Robert Perry and Mackenzie Investment Management, Inc.
Change of Control Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2002
Amendment to Change in Control Agreement Between Beverly Yanowitch and Mackenzie Investment Management, Inc.
Change of Control Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2002
Mackenzie Investment Management Inc. Employee Retention Plan (Amended June 7, 2002)
Retention Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2002
Mackenzie Investment Management Inc. Retention Plan for Subsidiary Officers and Investment Professionals (as Amended June 7, 2002)
Retention Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2002
Office Lease Agreement between Boca II Associates, Ltd. and MacKenzie Investment Management, Inc. for First Union Plaza, Boca Raton, FL
Lease Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
FL
2002
Sublease Agreement between Mackenzie Investment Management, Inc. and BB&T Capital Markets, Inc. for 925 South Federal Highway, Boca Raton, FL
Lease Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2002
First Amendment to Lease Agreement between Newport Center BP LLC and Mackenzie Investment Management, Inc.
Lease Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
DE
2002
Change in Control Agreement between Mackenzie Management Inc. and Stephen J. Barrett (June 28, 2001)
Change of Control Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
FL
2001
Change in Control Agreement between Mackenzie Management Inc. and Paul Baran
Change of Control Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
FL
2001
Change in Control Agreement between Mackenzie Management Inc. and Thomas Bivin
Change of Control Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
FL
2001
Change in Control Agreement between Mackenzie Management Inc. and Tom Bracco
Change of Control Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
FL
2001
Change in Control Agreement between Mackenzie Management Inc. and James Broadfoot
Change of Control Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
FL
2001
Change in Control Agreement between Mackenzie Management Inc. and Keith J. Carlson
Change of Control Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
FL
2001
Change in Control Agreement between Mackenzie Management Inc. and William Ferris
Change of Control Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
FL
2001
Change in Control Agreement between Mackenzie Management Inc. and Robert Perry
Change of Control Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
FL
2001
Change in Control Agreement between Mackenzie Management Inc. and Sheridan Reilly
Change of Control Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
FL
2001
Change in Control Agreement between Mackenzie Management Inc. and Beverly Yanowitch
Change of Control Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
FL
2001
Mackenzie Investment Management Inc. Employee Retention Plan
Retention Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2001
Credit Agreement between Mackenzie Investment Management Inc. and First Union National Bank (October 13, 1999)
Credit Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
DE
2000
Office Lease Agreement between Boca II Associates, Ltd. and MacKenzie Investment Management, Inc. for First Union Plaza, Boca Raton, FL
Lease Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
FL
2000
Amendment to Subadvisory Agreement between Ivy Management, Inc. and Henderson Investment Management Limited (April 1999)
Modification Agreements
MACKENZIE INVESTMENT MANAGEMENT INC
2000