Common use of Disclosure Documents and Voting Clause in Contracts

Disclosure Documents and Voting. 3.1. The Trust shall provide the Insurance Company (at the Insurance Company’s expense) with as many copies of the current prospectus, which is defined herein to include the summary prospectus, if applicable, as further described in Article XIV of this Agreement, for each Fund listed on Schedule A herein as the Insurance Company may reasonably request for distribution to prospective purchasers of contracts. The Trust shall also provide the Insurance Company (free of charge) with as many copies of the current prospectus for each Fund listed on Schedule A herein as the Insurance Company may reasonably request for distribution to existing Contract owners whose Contracts are funded by shares of such Fund(s). If requested by the Insurance Company in lieu thereof, the Trust shall provide such documentation (including a final copy of the new prospectus as set in type at the Trust’s expense) and other assistance as is reasonably necessary in order for the Insurance Company once each year (or more frequently if the prospectus for the Trust is amended) to have the prospectus for the Contracts and the Trust’s prospectus printed together in one document. All such documents shall be provided to the Insurance Company within time reasonably required to allow for printing and delivery to Contract owners, but no later than five business days prior to the date the documents are required under the then-current regulations to be sent to Contract owners. Except as provided in the following three sentences, all expenses of printing and distributing Trust prospectuses and Statements of Additional Information shall be the expense of the Insurance Company. For prospectuses and Statements of Additional Information provided by the Insurance Company to its existing owners of Contracts in order to update disclosure annually as required by the 1933 Act and/or the 1940 Act, the cost of printing shall be borne by the Trust. If the Insurance Company chooses to receive camera-ready film in lieu of receiving printed copies of the Trust’s prospectus, the Trust will reimburse the Insurance Company in an amount equal to the product of A and B where A is the number of such prospectuses distributed to owners of the Contracts, and B is the Trust’s per unit cost of typesetting and printing the Trust’s prospectus. The same procedures shall be followed with respect to the Trust’s Statement of Additional Information.

Appears in 21 contracts

Samples: Participation Agreement (Separate Account Va Cc), Participation Agreement (TFLIC Separate Account VNY), Participation Agreement (Separate Account Va-2l)

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Disclosure Documents and Voting. 3.1. The Trust Distributor shall provide the Insurance Company (at the Insurance Company’s expense) with as many copies of the current prospectus, which is defined herein to include the summary prospectus, if applicable, as further described in Article XIV of this Agreement, prospectus for each Fund listed on Schedule A C herein as the Insurance Company may reasonably request for distribution to prospective purchasers of contracts. The Trust Distributor shall also provide the Insurance Company (free of charge) with as many copies of the current prospectus for each Fund listed on Schedule A C herein as the Insurance Company may reasonably request for distribution to existing Contract owners whose Contracts are funded by shares of such Fund(s). If requested by the Insurance Company in lieu thereof, the Trust shall provide such documentation (including a final copy of the new prospectus as set in type at the Trust’s expense) and other assistance as is reasonably necessary in order for the Insurance Company once each year (or more frequently if the prospectus for the Trust is amended) to have the prospectus for the Contracts and the Trust’s prospectus printed together in one document. All such documents shall be provided to the Insurance Company within time reasonably required to allow for printing and delivery to Contract owners, but no later than five business days prior to the date the documents are required under the then-current regulations to be sent to Contract owners. Except as provided in the following three sentences, all expenses of printing and distributing Trust prospectuses and Statements of Additional Information shall be the expense of the Insurance Company. For prospectuses and Statements of Additional Information provided by the Insurance Company to its existing owners of Contracts in order to update disclosure annually as required by the 1933 Act and/or the 1940 Act, the cost of printing shall be borne by the Trust. If the Insurance Company chooses to receive camera-ready film in lieu of receiving printed copies of the Trust’s prospectus, the Trust will reimburse the Insurance Company in an amount equal to the product of A and B where A is the number of such prospectuses distributed to owners of the Contracts, and B is the Trust’s per unit cost of typesetting and printing the Trust’s prospectus. The same procedures shall be followed with respect to the Trust’s Statement of Additional Information.

Appears in 6 contracts

Samples: Participation Agreement (Transamerica Series Trust), Participation Agreement (Transamerica Series Trust), Participation Agreement (Merrill Lynch Life Variable Annuity Separate Account A)

Disclosure Documents and Voting. 3.1. The Trust shall provide the Insurance Company (at the Insurance Company’s 's expense) with as many copies of the current prospectus, which is defined herein to include the summary prospectus, if applicable, as further described in Article XIV of this Agreement, for each Fund listed on Schedule A herein as the Insurance Company may reasonably request for distribution to prospective purchasers of contracts. The Trust shall also provide the Insurance Company (free of charge) with as many copies of the current prospectus for each Fund listed on Schedule A herein as the Insurance Company may reasonably request for distribution to existing Contract owners whose Contracts are funded by shares of such Fund(s). If requested by the Insurance Company in lieu thereof, the Trust shall provide such documentation (including a final copy of the new prospectus as set in type at the Trust’s 's expense) and other assistance as is reasonably necessary in order for the Insurance Company once each year (or more frequently if the prospectus for the Trust is amended) to have the prospectus for the Contracts and the Trust’s 's prospectus printed together in one document. All such documents shall be provided to the Insurance Company within time reasonably required to allow for printing and delivery to Contract owners, but no later than five business days prior to the date the documents are required under the then-current regulations to be sent to Contract owners. Except as provided in the following three sentences, all expenses of printing and distributing Trust prospectuses and Statements of Additional Information shall be the expense of the Insurance Company. For prospectuses and Statements of Additional Information provided by the Insurance Company to its existing owners of Contracts in order to update disclosure annually as required by the 1933 Act and/or the 1940 Act, the cost of printing shall be borne by the Trust. If the Insurance Company chooses to receive camera-ready film in lieu of receiving printed copies of the Trust’s prospectus, the Trust will reimburse the Insurance Company in an amount equal to the product of A and B where A is the number of such prospectuses distributed to owners of the Contracts, and B is the Trust’s per unit cost of typesetting and printing the Trust’s prospectus. The same procedures shall be followed with respect to the Trust’s Statement of Additional Information.

Appears in 2 contracts

Samples: Participation Agreement (WRL Series Life Account), Participation Agreement (Tflic Series Life Account)

Disclosure Documents and Voting. 3.1. The At least annually, the Trust or its designee shall provide the Insurance Company (at the Insurance Company’s expense) with as many copies of the current prospectus, which is defined herein to include the summary prospectus, if applicable, as further described in Article XIV of this Agreement, for each Fund listed on Schedule A herein as the Insurance Company may reasonably request for distribution to prospective purchasers of contracts. The Trust shall also provide the Insurance Company (free of charge) , with as many copies of the current prospectus for each Fund listed on Schedule A herein shares of the Funds as the Insurance Company may reasonably request for distribution to existing Contract owners whose Contracts are funded by such shares. The Trust or its designee shall provide the Insurance Company, at the Insurance Company's expense, with as many more copies of the current prospectus for the shares as the Insurance Company may reasonably request for distribution to prospective purchasers of such Fund(s)Contracts. If requested by the Insurance Company in lieu thereof, the Trust or its designee shall provide such documentation (including a final camera ready copy of the new prospectus as set in type or, at the Trust’s expenserequest of the Insurance Company, as a diskette in the form sent to the financial printer) and other assistance as is reasonably necessary in order for the Insurance Company parties hereto once each a year (or more frequently if the prospectus for the Trust shares is supplemented or amended) to have the prospectus for the Contracts and the Trust’s prospectus for the Trust shares and any other fund shares offered under the Contracts printed together in one document. All The expenses of such documents shall printing will be provided apportioned between (a) the Insurance Company, (b) other funds, and (c) the Trust in proportion to the Insurance Company within time reasonably required to allow for printing and delivery to Contract ownersnumber of pages of the Contract, but no later than five business days prior to the date the documents are required under the then-current regulations to be sent to Contract owners. Except as provided in the following three sentences, all expenses of printing and distributing Trust other fund shares' prospectuses and Statements the Trust shares prospectus, taking account of Additional Information shall be other relevant factors affecting the expense of printing, such as covers, columns, graphs and charts; the Insurance Company. For prospectuses Trust to bear the cost of printing the shares' prospectus portion of such document for distribution only to owners of existing Contracts funded by the Trust shares and Statements of Additional Information provided by the Insurance Company to its existing owners of Contracts in order to update disclosure annually as required by bear the 1933 Act and/or the 1940 Act, the cost expense of printing shall be borne by the Trust. If portion of such documents relating to the Account; provided, however, the Insurance Company chooses to receive camera-ready film in lieu of receiving printed copies of the Trust’s prospectus, the Trust will reimburse the Insurance Company in an amount equal to the product of A and B where A is the number shall bear all printing expenses of such prospectuses distributed combined documents where used for distribution to prospective purchasers or to owners of existing Contracts not funded by the Contracts, and B is the Trust’s per unit cost of typesetting and printing the Trust’s prospectus. The same procedures shall be followed with respect to the Trust’s Statement of Additional Informationshares.

Appears in 2 contracts

Samples: Participation Agreement (FSL Separate Account M), Participation Agreement (Berger Institutional Products Trust)

Disclosure Documents and Voting. 3.1. The At least annually, the Trust or its designee shall provide the Insurance Company (at the Insurance Company’s expense) with as many copies of the current prospectus, which is defined herein to include the summary prospectus, if applicable, as further described in Article XIV of this Agreement, for each Fund listed on Schedule A herein as the Insurance Company may reasonably request for distribution to prospective purchasers of contracts. The Trust shall also provide the Insurance Company (free of charge) , with as many copies of the current prospectus for each Fund listed on Schedule A herein the shares of the Funds as the Insurance Company may reasonably request for distribution to existing Contract owners whose Contracts are funded by such shares. The Trust or its designee shall provide the Insurance Company, at the Insurance Companies expense, with as many more copies of the current prospectus for the shares as the Insurance Company may reasonably request for distribution to prospective purchasers of such Fund(s)Contracts. If requested by the Insurance Company in lieu thereof, the Trust or its designee shall provide such documentation (including a final "Camera ready" copy of the new prospectus as set in type or, at the Trust’s expenserequest of the Insurance Company, as a diskette in the form sent to the financial printer) and other assistance as is reasonably necessary in order for the Insurance Company parties hereto once each a year (or more frequently if the prospectus for the Trust shares is supplemented or amended) to have the prospectus for the Contracts and the Trust’s prospectus for the Trust shares and any other fund shares offered as investments for the Contracts printed together in one document. All The expenses of such documents printing shall be provided to apportioned between (a) the Insurance Company within time reasonably required to allow for printing and delivery to Contract owners, but no later than five business days prior (b) the Trust in proportion to the date number of pages of the documents are required under the then-current regulations to be sent to Contract owners. Except as provided in the following three sentencesContract, all expenses of printing and distributing Trust other fund shares prospectuses and Statements the Trust shares prospectus, taking account of Additional Information shall be other relevant factors affecting the expense of printing' such as covers, columns, graphs and charts; the Insurance Company. For prospectuses Trust to bear the cost of printing the shares' prospectus portion of such document for distribution only to owners of existing Contracts funded by the Trust shares and Statements of Additional Information provided by the Insurance Company to its existing owners of Contracts in order to update disclosure annually as required by bear the 1933 Act and/or the 1940 Act, the cost expense of printing shall be borne by the Trust. If portion of such documents relating to the Account; provided, however, the Insurance Company chooses to receive camera-ready film in lieu of receiving printed copies of the Trust’s prospectus, the Trust will reimburse the Insurance Company in an amount equal to the product of A and B where A is the number shall bear all printing expenses of such prospectuses distributed combined documents where used for distribution to prospective purchasers or to owners of existing Contracts not funded by the Contracts, and B is the Trust’s per unit cost of typesetting and printing the Trust’s prospectus. The same procedures shall be followed with respect to the Trust’s Statement of Additional Informationshares.

Appears in 1 contract

Samples: Participation Agreement (Bma Variable Annuity Account A)

Disclosure Documents and Voting. 3.1. The Trust Davis Distributors shall provide the provxxx xhe Insurance Company (at the Insurance Company’s 's expense) with as many copies of the current prospectus, prospectus (which is defined herein to term as used in this Agreement shall also include the summary prospectus, if applicable, as further described in Article XIV of this Agreement, any supplements thereto) for each Fund listed on Schedule A C herein as the Insurance Company may reasonably request for distribution to prospective purchasers of contracts. The Trust Davis Distributors shall also provide xxxxide the Insurance Company (free of charge) with as many copies of the current prospectus for each Fund listed on Schedule A C herein as the Insurance Company may reasonably request for distribution to existing Contract owners whose Contracts are funded and provide same to Insurance Company on a timely basis such that Insurance Company can satisfy its obligation to provide the prospectus to existing contractowners, as required by shares of such Fund(s)law. If requested by the Insurance Company in lieu thereof, the Trust Company shall provide such documentation (including a final copy of the new prospectus as set in type or at the Trust’s request of the Insurance Company, as a diskette in the form sent to the financial printer, at the Company's expense) and other assistance as is reasonably necessary in order for the Insurance Company once each year (or more frequently if the prospectus for the Trust Company is amended) to have the prospectus for the Contracts and the Trust’s Company's prospectus printed together in one document. All The expenses of such documents shall printing to be provided to apportioned between (a) the Insurance Company within time reasonably required to allow for printing and delivery to Contract owners, but no later than five business days prior (b) the Company or its designee in proportion to the date number of pages of the documents are required under the then-current regulations to be sent to Contract owners. Except as provided in the following three sentencesPolicy and Shares' prospectuses, all expenses taking account of printing and distributing Trust prospectuses and Statements of Additional Information shall be other relevant factors affecting the expense of printing, such as covers, columns, graphs and charts; the Insurance Company. For prospectuses Company or its designee to bear the cost of printing the Shares' prospectus portion of such document for distribution to owners of existing Policies and Statements of Additional Information provided by the Insurance Company to its existing owners of Contracts in order to update disclosure annually as required by bear the 1933 Act and/or the 1940 Act, the cost expenses of printing shall be borne by the Trust. If portion of such document relating to the Accounts provided, however, that the Insurance Company chooses shall bear all printing expenses of such combined documents where used for distribution to receive camera-ready film in lieu of receiving printed copies of prospective purchasers. In the Trust’s prospectus, the Trust will reimburse event that the Insurance Company requests that the Company or its designee provides the Fund's prospectus, profile prospectus or supplements thereto in an amount equal a "camera ready" or diskette format, the Company shall be responsible for providing such document in the format in which it or the Adviser is accustomed to formatting such documents and shall bear the product expense of A and B where A is the number of providing such prospectuses distributed to owners of the Contractsdocuments in such format (e.g., typesetting expenses), and B is the Trust’s per unit cost Insurance Company shall bear the expense of typesetting and printing adjusting or changing the Trust’s prospectus. The same procedures shall be followed format to conform with respect to the Trust’s Statement any of Additional Informationits prospectuses.

Appears in 1 contract

Samples: Participation Agreement (Separate Account Fp of Equitable Life Assur Soc of the Us)

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Disclosure Documents and Voting. 3.1. The Trust shall provide the Insurance Company (at the Insurance Company’s expense) with as many copies of the current content prospectus, which is defined herein to include the summary prospectus, if applicable, as further described in Article XIV of this Agreement, for each Fund listed on Schedule A herein as the Insurance Company may reasonably request for distribution to prospective purchasers of contracts. The Trust shall also provide the Insurance Company (free of charge) with as many copies of the current prospectus for each Fund listed on Schedule A herein as the Insurance Company may reasonably request for distribution distributions to existing Contract owners whose Contracts are funded by shares of such Fund(s). If requested by the Insurance Company in lieu thereof, the Trust shall provide such documentation (including a final copy of the new prospectus as set in type at the Trust’s expense) and other assistance as is reasonably necessary in order for the Insurance Company once each year (or more frequently if the prospectus for the Trust is amended) to have the prospectus for the Contracts and the Trust’s prospectus printed together in one document. All such documents shall be provided to the Insurance Company within time lime reasonably required to allow for printing and delivery to Contract owners, but no later than five business days prior to the date the documents are required under the then-current regulations to be sent to Contract owners. Except as provided in the following three sentences, all expenses of printing and distributing Trust prospectuses and Statements of Additional Information shall be the expense of the Insurance Company. For prospectuses and Statements of Additional Information provided by the Insurance Company to its existing owners of Contracts in order to update disclosure annually as required by the 1933 Act and/or the 1940 Act, the cost of printing shall be borne by the Trust. If the Insurance Company chooses to receive camera-ready film in lieu of receiving printed copies of the Trust’s prospectus, the Trust will reimburse the Insurance Company in an amount equal to the product of A and B where A is the number of such prospectuses distributed to owners of the Contracts, and B is the Trust’s per unit until cost of typesetting and printing the Trust’s prospectus. The same procedures shall be followed with respect to the Trust’s Statement of Additional Informationinformation.

Appears in 1 contract

Samples: Participation Agreement (Merrill Lynch Life Variable Annuity Separate Account A)

Disclosure Documents and Voting. 3.1. The Trust Xxxxx Distributors shall provide the Insurance Company (at the Insurance Company’s 's expense) with as many copies of the current prospectus, which is defined herein to include the summary prospectus, if applicable, as further described in Article XIV of this Agreement, prospectus for each Fund listed on Schedule A C herein as the Insurance Company may reasonably request for distribution to prospective purchasers of contracts. The Trust Xxxxx Distributors shall also provide the Insurance Company (free of charge) with as many copies of the current prospectus for each Fund listed on Schedule A C herein as the Insurance Company may reasonably request for distribution to existing Contract owners whose Contracts are funded by shares of such Fund(s). If requested by the Insurance Company in lieu thereof, the Trust Company shall provide such documentation (including a final copy of the new prospectus as set in type at the Trust’s Company's expense) and other assistance as is reasonably necessary in order for the Insurance Company once each year (or more frequently if the prospectus for the Trust Company is amended) to have the prospectus for the Contracts and the Trust’s Company's prospectus printed together in one document. All such documents shall be provided to the Insurance Company within time reasonably required to allow for printing and delivery to Contract owners, but no later than five business days prior to the date the documents are required under the then-current regulations to be sent to Contract owners. Except as provided in the following three sentences, all expenses of printing and distributing Trust Company prospectuses and Statements of Additional Information shall be the expense of the Insurance Company. For prospectuses and Statements of Additional Information provided by the Insurance Company to its existing owners of Contracts in order to update disclosure annually as required by the 1933 Act and/or the 1940 Act, the cost of printing shall be borne by the TrustCompany. If the Insurance Company chooses to receive camera-ready film in lieu of receiving printed copies of the Trust’s Company's prospectus, the Trust Company will reimburse the Insurance Company in an amount equal to the product of A and B where A is the number of such prospectuses distributed to owners of the Contracts, and B is the Trust’s Company's per unit cost of typesetting and printing the Trust’s Company's prospectus. The same procedures shall be followed with respect to the Trust’s Company's Statement of Additional Information.

Appears in 1 contract

Samples: Participation Agreement (PFL Retirement Builder Variable Annuity Account)

Disclosure Documents and Voting. 3.1. The Trust Xxxxx Distributors shall provide the Insurance Company (at the Insurance Company’s expense) with as many copies of the current prospectus, which is defined herein to include the summary prospectus, if applicable, as further described in Article XIV of this Agreement, prospectus for each Fund listed on Schedule A C herein as the Insurance Company may reasonably request for distribution to prospective purchasers of contracts. The Trust Xxxxx Distributors shall also provide the Insurance Company (free of charge) with as many copies of the current prospectus for each Fund listed on Schedule A C herein as the Insurance Company may reasonably request for distribution to existing Contract owners whose Contracts are funded by shares of such Fund(s). If requested by the Insurance Company in lieu thereof, the Trust Company shall provide such documentation (including a final copy of the new prospectus as set in type at the TrustCompany’s expense) and other assistance as is reasonably necessary in order for the Insurance Company once each year (or more frequently if the prospectus for the Trust Company is amended) to have the prospectus for the Contracts and the TrustCompany’s prospectus printed together in one document. All such documents shall be provided to the Insurance Company within time reasonably required to allow for printing and delivery to Contract owners, but no later than five business days prior to the date the documents are required under the then-current regulations to be sent to Contract owners. Except as provided in the following three sentences, all expenses of printing and distributing Trust Company prospectuses and Statements of Additional Information shall be the expense of the Insurance Company. For prospectuses and Statements of Additional Information provided by the Insurance Company to its existing owners of Contracts in order to update disclosure annually as required by the 1933 Act and/or the 1940 Act, the cost of printing shall be borne by the TrustCompany. If the Insurance Company chooses to receive camera-ready film in lieu of receiving printed copies of the TrustCompany’s prospectus, the Trust Company will reimburse the Insurance Company in an amount equal to the product of A and B where A is the number of such prospectuses distributed to owners of the Contracts, and B is the TrustCompany’s per unit cost of typesetting and printing the TrustCompany’s prospectus. The same procedures shall be followed with respect to the TrustCompany’s Statement of Additional Information.

Appears in 1 contract

Samples: Participation Agreement (Separate Account Va Qny)

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