EX-99.23(H)(IV)(A) 9 a07-21534_1ex99d23hiva.htm AMENDED SCHEDULE A SHAREHOLDER SERVICE AGREEMENT

Exhibit 99.23 (h)(iv)(a)

3055 Olin Avenue

Suite 2000

San Jose, California 95128

Phone 800.366.7266

Fax 408.247.1108

http://www.loringward.com

March 30, 2007

LWI Financial Inc.

3055 Olin Avenue, Suite 2000

San Jose, CA 95128

Ladies and Gentlemen:

Reference is made to the Amended and Restated Shareholder Service Agreement between us dated August 21, 2001, including Schedule A (the “Agreement”).

Pursuant to Section 1 of the Agreement, this letter is to provide written notice of the creation of three new series of shares of SA Funds – Investment Trust (the “Trust”), namely the SA U.S. Fixed Income Fund, SA Emerging Markets Fund, and SA Real Estate Securities Fund (the “New Series”).

We request that you confirm that you will act as Shareholder Service Agent with respect to the New Series and that Schedule A to the Agreement be amended in its entirety and replaced with a new Schedule A annexed hereto.

Please indicate your acceptance of the foregoing by executing two copies of this letter, returning one to the Trust and retaining a copy for your records.

Very truly yours,

 

 

 

SA FUNDS – INVESTMENT TRUST

 

 

 

 

 

By:

  /s/ Robert Herrmann

 

 

Name:

  Robert Herrmann

 

Title:

  President

 

 

 

Accepted:

 

 

 

LWI Financial Inc.

 

 

 

 

 

By:

  /s/ Robert Herrmann

 

 

Name:

  Robert Herrmann

 

Title:

  President

 




SCHEDULE A

SA FUNDS – INVESTMENT TRUST

Approved as of December 5, 2006

Amended and Restated as of February 23, 2007

SA Fixed Income Fund

SA U.S. Market Fund

SA U.S. HBtM Fund

SA U.S. Small Company Fund

SA International HBtM Fund

SA International Small Company Fund

SA U.S. Fixed Income Fund

SA Emerging Markets Fund

SA Real Estate Securities Fund

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