Fund-related Contract Owner Services. INSURER agrees to print and distribute, in a timely manner, prospectuses, statements of additional information, supplements thereto, periodic reports and any other materials of the Fund required by law or otherwise to be given to its shareholders, including, without limitation, Contract owners investing in Portfolio shares, provided, that with respect to proxy materials, INSURER shall bear the expenses associated with (i) text composition, printing, mailing, distributing, and tabulating proxy materials, including voting instruction solicitation materials, sent to policy owners with respect to proxy solicitations related to the Account or related to matters requested by INSURER and agreed to by the Fund, (ii) making typesetting and other customization changes to Fund proxy materials, which changes are requested by INSURER and agreed to by the Fund, and (iii) mailing and distributing Fund proxy materials. INSURER further agrees to provide telephonic support for Contract owners, including, without limitation, advice with respect to inquiries about the Fund and each Portfolio thereof (not including information about performance or related to sales), communicating with Contract owners about Fund (and Separate Account) performance, and assisting with proxy solicitations, specifically with respect to soliciting voting instructions from Contract owners.
Appears in 18 contracts
Samples: Administrative Services Agreement (Separate Account a of Pacific Life & Annuity Co), Administrative Services Agreement (Separate Account a of Pacific Life & Annuity Co), Administrative Services Agreement (Separate Account a of Pacific Life Insurance Co)
Fund-related Contract Owner Services. INSURER agrees Insurers agree to print and distribute, in a timely manner, prospectuses, statements of additional information, supplements thereto, periodic reports and any other materials of the Fund required by law or otherwise to be given to its shareholders, including, without limitation, Contract owners investing in Portfolio shares, provided, that with respect to proxy materials, INSURER Insurers shall bear the expenses associated with (i) text composition, printing, mailing, distributing, and tabulating proxy materials, including voting instruction solicitation materials, sent to policy owners with respect to proxy solicitations related to the Account or related to matters requested by INSURER Insurers and agreed to by the Fund, (ii) making typesetting and other customization changes to Fund proxy materials, which changes are requested by INSURER Insurers and agreed to by the Fund, and (iii) mailing and distributing Fund proxy materials. INSURER Insurers further agrees agree to provide telephonic support for Contract owners, including, without limitation, advice information with respect to inquiries about the Fund and each Portfolio thereof (not including information about performance or related to sales)thereof, communicating with Contract owners about Fund (and Separate Account) performanceperformance relating to their investments, and assisting with proxy solicitations, specifically with respect to soliciting voting instructions from Contract owners.
Appears in 1 contract
Samples: Administrative Services Agreement (Nationwide VL Separate Account-G)
Fund-related Contract Owner Services. INSURER agrees to print and distribute, in a timely manner, prospectuses, statements of additional information, supplements thereto, periodic reports and any other materials of the Fund required by law or otherwise to be given to its shareholders, including, without limitation, Contract owners investing in Portfolio shares, provided, that with respect to proxy materials, INSURER shall bear the expenses associated with (i) text composition, printing, mailing, distributing, and tabulating proxy materials, including voting instruction solicitation materials, sent to policy owners with respect to proxy solicitations related to the Account or related to matters requested by INSURER and agreed to by the Fund, (ii) making typesetting and other customization changes to Fund proxy materials, which changes are requested by INSURER and agreed to by the Fund, and (iii) mailing and distributing Fund proxy materials. INSURER further agrees to provide telephonic support for Contract owners, including, without limitation, advice with respect to inquiries about the Fund and each Portfolio thereof (not including information about performance or related to sales), communicating with Contract owners about Fund (and Separate Account) performance, and assisting with proxy solicitations, specifically with respect to soliciting voting instructions from Contract owners.. S:\AGR\2005\ASA-AVIF_Kemper.doc 071805(1) PAD
Appears in 1 contract
Samples: Administrative Services Agreement (Zalico Variable Annuity Separate Account)