EX-99.(H)(II) 5 d348628dex99hii.htm AMENDMENT TO TRANSFER AGENCY AND SERVICE AGREEMENT DATED JULY 25, 2016. Amendment to Transfer Agency and Service Agreement dated July 25, 2016.

Exhibit (h)(ii)

AMENDMENT

to

Transfer Agency and Service Agreement

between

William Blair Funds

and

Boston Financial Data Services, Inc.

This amendment is made as of July 25, 2016, (the “Amendment”), between Each of the Entities, Individually and not Jointly, as Listed on Schedule A to the Agreement (the “Fund”) and Boston Financial Data Services, Inc. (the “Transfer Agent”). The Transfer Agent and the Fund are parties to a Transfer Agency and Service Agreement dated January 1, 2008 (the “Agreement”). In accordance with Section 3.1 (Fee Schedule) and Section 16.1 (Amendment) of the Agreement, the parties desire to amend the Agreement as set forth herein.

NOW THEREFORE, the parties agree as follows:

 

1. Section 12.1 (Term). of the Agreement is amended by replacing the first sentence with the following:

“The initial term of this Agreement (the “Initial Term”) shall be from August 1, 2016 through August 1, 2019 unless terminated pursuant to the provisions of this Section 12.”

 

2. Schedule 3.1 (Fees and Expenses). The current Schedule 3.1 is hereby superseded and replaced with the attached Schedule 3.1 dated August 1, 2016 through August 1, 2019.

 

3. All defined terms and definitions in the Agreement shall be the same in this Amendment except as specifically revised by this Amendment.

 

4. Except as specifically set forth in this Amendment, all other terms and conditions of the Agreement shall remain in full force and effect.

IN WITNESS WHEREOF, the parties hereto have caused this Amendment to be executed in their names and on their behalf by and through their duly authorized officers, as of the day and year first above written.

 

EACH OF THE ENTITIES, INDIVIDUALLY AND NOT JOINTLY AS LISTED ON SCHEDULE A      BOSTON FINANCIAL DATA SERVICES, INC.
By:  

/s/ Colette M. Garavalia

     By:   

/s/ Robert A. Lavalley Jr.

  Name: Colette M. Garavalia         Name: Robert A. Lavalley Jr.
  Title: Treasurer         Title: Vice President
As an Authorized Officer on behalf of each of the Funds on Schedule A        

William Blair