Obligations of the Trust. The Trust agrees to the following provisions as of the date hereof and for as long as this Schedule C is in effect and valid: i. The Trust shall comply with the requirements of Rule 498 and Applicable Law in connection with the offer and sale of Portfolio shares as specified in this Schedule C. ii. Any Summary Prospectuses provided by the Trust to the Company and the hosting of such Summary Prospectuses will comply in all material respects with all applicable requirements of Rule 498 and Applicable Law. iii. The Trust shall specify, in the legend on the cover page or at the beginning of a Portfolio’s Summary Prospectus, as required by Rule 498(b)(1)(v), the specific Web site address for the Portfolio Documents Web Site and toll free number and e-mail address provided by the Trust. iv. If the Company elects to utilize a Summary Prospectus made available by the Trust, the Trust will provide Company copies of the Summary Prospectuses and any supplements thereto in the same manner as described in the Agreement for the Statutory Prospectuses. Prospectus as used in the Agreement will include both the Summary Prospectuses and Statutory Prospectuses, as the context requires. v. If at any point the Trust determines that it no longer wishes to utilize the Summary Prospectus delivery option, the Trust must provide the Company with at least sixty (60) days advance written notice of this intent so that the Company can arrange to deliver a Statutory Prospectus in place of a Summary Prospectus. The Trust shall continue to maintain the Portfolio Documents Web Site for a minimum of 180 days. vi. If at any point the Trust determines that a Portfolio will be liquidated or merged with another variable insurance products fund, the Trust must either provide the Company with at least sixty (60) days advance written notice or must provide prompt notice once the information about the liquidation or merger is made public if that period is less than sixty (60) days so that the Company can arrange to deliver a Statutory Prospectus in place of a Summary Prospectus. The Trust shall continue to maintain the Portfolio Documents Web Site for a minimum of 180 days. vii. The Trust will provide that the current versions of the Portfolio Documents remain continuously available from the time the Summary Prospectus is sent or given until at least 90 days after the last date that the Portfolio has reason to believe that the Company delivered a security or communications in reliance upon Rule 498(e)(1). viii. Any non-public personal information or personally identifiable financial information about any Contract Owner or prospective Contract Owner, obtained in connection with fulfillment of Summary Prospectuses or Statutory Prospectuses will be used by the Trust solely for the purpose of responding to fulfillment requests. ix. The Trust shall be responsible for compliance with the provisions of Rule 498(f)(i) involving Contract Owner requests for additional Portfolio Documents made directly to the Trust.
Appears in 7 contracts
Samples: Fund Participation Agreement (Protective COLI VUL), Fund Participation Agreement (Jpmorgan Insurance Trust), Fund Participation Agreement (Jpmorgan Insurance Trust)
Obligations of the Trust. The Trust agrees to the following provisions as of the date hereof and for as long as this Schedule C the Amendment is in effect and valid:
i. The Trust shall comply with the requirements of Rule 498 and Applicable Law in connection with the offer and sale of Portfolio shares Shares as specified in this Schedule C.Amendment.
ii. Any Summary Prospectuses provided by the Trust to the Company and the hosting of such Summary Prospectuses will comply in all material respects with all applicable requirements of Rule 498 and Applicable Law.
iii. The Trust shall specify, in the legend on the cover page or at the beginning of a Portfolio’s 's Summary Prospectus, as required by Rule 498(b)(1)(v), the specific Web site address for the Portfolio Documents Web Site and toll free number and e-mail address provided by the Trust.
iv. If the Company elects to utilize a Summary Prospectus made available by the Trust, the Trust will provide Company copies of the Summary Prospectuses and any supplements thereto in the same manner as described in the Fund Participation Agreement for the Statutory Prospectuses. Prospectus as used in the Fund Participation Agreement will include both the Summary Prospectuses and Statutory Prospectuses, as the context requires.
v. If at any point the Trust determines that it no longer wishes to utilize the Summary Prospectus delivery option, the Trust must provide the Company with at least sixty (60) days advance written notice of this intent so that the Company can arrange to deliver a Statutory Prospectus in place of a Summary Prospectus. The Trust shall continue to maintain the Portfolio Documents Web Site for a minimum of 180 days.
vi. If at any point the Trust determines that a Portfolio will be liquidated or merged with another variable insurance products fund, the Trust must either provide the Company with at least sixty (60) days advance written notice or must provide prompt notice once the information about the liquidation or merger is made public if that period is less than sixty (60) days so that the Company can arrange to deliver a Statutory Prospectus in place of a Summary Prospectus. The Trust shall continue to maintain the Portfolio Documents Web Site for a minimum of 180 days.
vii. The Trust will provide that the current versions of the Portfolio Documents remain continuously available from the time the Summary Prospectus is sent or given until at least 90 days after the last date that the Portfolio has reason to believe that the Company delivered a security or communications in reliance upon Rule 498(e)(1).
viii. Any non-public personal information or personally identifiable financial information about any Contract Owner or prospective Contract Owner, obtained in connection with fulfillment of Summary Prospectuses or Statutory Prospectuses will be used by the Trust solely for the purpose of responding to fulfillment requests.
ix. The Trust shall be responsible for compliance with the provisions of Rule 498(f)(i) involving Contract Owner requests for additional Portfolio Documents made directly to the Trust.
Appears in 2 contracts
Samples: Fund Participation Agreement (Allianz Life Variable Account B), Fund Participation Agreement (Allianz Life of Ny Variable Account C)
Obligations of the Trust. The Trust agrees to the following provisions as of the date hereof and for as long as this Schedule C the Amendment is in effect and valid:
i. The Trust shall comply with the requirements of Rule 498 and Applicable Law in connection with the offer and sale of Portfolio shares Shares as specified in this Schedule C.Amendment.
ii. Any Summary Prospectuses provided by the Trust to the Company and the hosting of such Summary Prospectuses will comply in all material respects with all applicable requirements of Rule 498 and Applicable Law.
iii. The Trust shall specify, in the legend on the cover page or at the beginning of a Portfolio’s Summary Prospectus, as required by Rule 498(b)(1)(v), the specific Web site address for the Portfolio Documents Web Site and toll free number and e-mail address provided by the Trust.
iv. If the Company elects to utilize a Summary Prospectus made available by the Trust, the Trust will provide Company copies of the Summary Prospectuses and any supplements thereto in the same manner as described in the Fund Participation Agreement for the Statutory Prospectuses. Prospectus as used in the Fund Participation Agreement will include both the Summary Prospectuses and Statutory Prospectuses, as the context requires.
v. If at any point the Trust determines that it no longer wishes to utilize the Summary Prospectus delivery option, the Trust must provide the Company with at least sixty (60) days advance written notice of this intent so that the Company can arrange to deliver a Statutory Prospectus in place of a Summary Prospectus. The Trust shall continue to maintain the Portfolio Documents Web Site for a minimum of 180 days.
vi. If at any point the Trust determines that a Portfolio will be liquidated or merged with another variable insurance products fund, the Trust must either provide the Company with at least sixty (60) days advance written notice or must provide prompt notice once the information about the liquidation or merger is made public if that period is less than sixty (60) days so that the Company can arrange to deliver a Statutory Prospectus in place of a Summary Prospectus. The Trust shall continue to maintain the Portfolio Documents Web Site for a minimum of 180 days.
vii. The Trust will provide that the current versions of the Portfolio Documents remain continuously available from the time the Summary Prospectus is sent or given until at least 90 days after the last date that the Portfolio has reason to believe that the Company delivered a security or communications in reliance upon Rule 498(e)(1).
viii. Any non-public personal information or personally identifiable financial information about any Contract Owner or prospective Contract Owner, obtained in connection with fulfillment of Summary Prospectuses or Statutory Prospectuses will be used by the Trust solely for the purpose of responding to fulfillment requests.
ix. The Trust shall be responsible for compliance with the provisions of Rule 498(f)(i) involving Contract Owner requests for additional Portfolio Documents made directly to the Trust.
Appears in 2 contracts
Samples: Fund Participation Agreement (Jpmorgan Insurance Trust), Fund Participation Agreement (Symetra SEPARATE ACCOUNT C)
Obligations of the Trust. The Trust agrees to the following provisions as of the date hereof and for as long as this Schedule C the Amendment is in effect and valid:
i. The Trust shall comply with the requirements of Rule 498 and Applicable Law in connection with the offer and sale of Portfolio shares Shares as specified in this Schedule C.Amendment.
ii. Any Summary Prospectuses provided by the Trust to the Company and the hosting of such Summary Prospectuses will comply in all material respects with all applicable requirements of Rule 498 and Applicable Law.
iii. The Trust shall specify, in the legend on the cover page or at the beginning of a Portfolio’s 's Summary Prospectus, as required by Rule 498(b)(1)(v498(b)(l)(v), the specific Web site address for the Portfolio Documents Web Site and toll free number and e-mail address provided by the Trust.
iv. If the Company elects to utilize a Summary Prospectus made available by the Trust, the Trust will provide Company copies of the Summary Prospectuses and any supplements thereto in the same manner as described in the Fund Participation Agreement for the Statutory Prospectuses. Prospectus as used in the Fund Participation Agreement will include both the Summary Prospectuses and Statutory Prospectuses, as the context requires.
v. If at any point the Trust determines that it no longer wishes to utilize the Summary Prospectus delivery option, the Trust must provide the Company with at least sixty (60) days advance written notice of this intent so that the Company can arrange to deliver a Statutory Prospectus in place of a Summary Prospectus. The Trust shall continue to maintain the Portfolio Documents Web Site for a minimum of 180 days.
vi. If at any point the Trust determines that a Portfolio will be liquidated or merged with another variable insurance products fund, the Trust must either provide the Company with at least sixty (60) days advance written notice or must provide prompt notice once the information about the liquidation or merger is made public if that period is less than sixty (60) days so that the Company can arrange to deliver a Statutory Prospectus in place of a Summary Prospectus. The Trust shall continue to maintain the Portfolio Documents Web Site for a minimum of 180 days.
vii. The Trust will provide that the current versions of the Portfolio Documents remain continuously available from the time the Summary Prospectus is sent or given until at least 90 days after the last date that the Portfolio has reason to believe that the Company delivered a security or communications in reliance upon Rule 498(e)(1498(e)(l).
viii. Any non-public personal information or personally identifiable financial information about any Contract Owner or prospective Contract Owner, obtained in connection with fulfillment of Summary Prospectuses or Statutory Prospectuses will be used by the Trust solely for the purpose of responding to fulfillment requests.
ix. The Trust shall be responsible for compliance with the provisions of Rule 498(f)(i) involving Contract Owner requests for additional Portfolio Documents made directly to the Trust.
Appears in 2 contracts
Samples: Fund Participation Agreement (Pruco Life Flexible Premium Variable Annuity Account), Fund Participation Agreement (Pruco Life Inurance Co of New Jersey FLXBL Prmium Var Ann Ac)
Obligations of the Trust. The Trust agrees to the following provisions as of the date hereof and for as long as this Schedule C is in effect and valid:
i. The Trust shall comply with the requirements of Rule 498 and Applicable Law in connection with the offer and sale of Portfolio shares as specified in this Schedule C.
ii. Any Summary Prospectuses provided by the Trust to the Company and the hosting of such Summary Prospectuses will comply in all material respects with all applicable requirements of Rule 498 and Applicable Law.
iii. The Trust shall specify, in the legend on the cover page or at the beginning of a Portfolio’s Summary Prospectus, as required by Rule 498(b)(1)(v), the specific Web site address for the Portfolio Documents Web Site and toll free number and e-mail address provided by the Trust.. [page break]
iv. If the Company elects to utilize a Summary Prospectus made available by the Trust, the Trust will provide Company copies of the Summary Prospectuses and any supplements thereto in the same manner as described in the Agreement for the Statutory Prospectuses. Prospectus as used in the Agreement will include both the Summary Prospectuses and Statutory Prospectuses, as the context requires.
v. If at any point the Trust determines that it no longer wishes to utilize the Summary Prospectus delivery option, the Trust must provide the Company with at least sixty (60) days advance written notice of this intent so that the Company can arrange to deliver a Statutory Prospectus in place of a Summary Prospectus. The Trust shall continue to maintain the Portfolio Documents Web Site for a minimum of 180 days.
vi. If at any point the Trust determines that a Portfolio will be liquidated or merged with another variable insurance products fund, the Trust must either provide the Company with at least sixty (60) days advance written notice or must provide prompt notice once the information about the liquidation or merger is made public if that period is less than sixty (60) days so that the Company can arrange to deliver a Statutory Prospectus in place of a Summary Prospectus. The Trust shall continue to maintain the Portfolio Documents Web Site for a minimum of 180 days.
vii. The Trust will provide that the current versions of the Portfolio Documents remain continuously available from the time the Summary Prospectus is sent or given until at least 90 days after the last date that the Portfolio has reason to believe that the Company delivered a security or communications in reliance upon Rule 498(e)(1).
viii. Any non-public personal information or personally identifiable financial information about any Contract Owner or prospective Contract Owner, obtained in connection with fulfillment of Summary Prospectuses or Statutory Prospectuses will be used by the Trust solely for the purpose of responding to fulfillment requests.
ix. The Trust shall be responsible for compliance with the provisions of Rule 498(f)(i) involving Contract Owner requests for additional Portfolio Documents made directly to the Trust.
Appears in 1 contract
Samples: Fund Participation Agreement (Massachusetts Mutual Variable Life Separate Account I)
Obligations of the Trust. The Trust agrees to the following provisions as of the date hereof and for as long as this Schedule C is in effect and valid:
i. The Trust shall comply with the requirements of Rule 498 and Applicable Law in connection with the offer and sale of Portfolio shares as specified in this Schedule C.
ii. Any Summary Prospectuses provided by the Trust to the Company and the hosting of such Summary Prospectuses will comply in all material respects with all applicable requirements of Rule 498 and Applicable Law.
iii. The Trust shall specify, in the legend on the cover page or at the beginning of a Portfolio’s Summary Prospectus, as required by Rule 498(b)(1)(v), the specific Web site address for the Portfolio Documents Web Site and toll free number and e-mail address provided by the Trust.
iv. If the Company elects to utilize a Summary Prospectus made available by the Trust, the Trust will provide Company copies of the Summary Prospectuses and any supplements thereto in the same manner as described in the Agreement for the Statutory Prospectuses. Prospectus as used in the Agreement will include both the Summary Prospectuses and Statutory Prospectuses, as the context requires.
v. If at any point the Trust determines that it no longer wishes to utilize the Summary Prospectus delivery option, the Trust must provide the Company with at least sixty (60) days advance written notice of this intent so that the Company can arrange to deliver a Statutory Prospectus in place of a Summary Prospectus. The Trust shall continue to maintain the Portfolio Documents Web Site for a minimum of 180 days.
vi. If at any point the Trust determines that a Portfolio will be liquidated or merged with another variable insurance products fund., the Trust must either provide the Company with at least sixty (60) days advance written notice or must provide prompt notice once the information about the liquidation or merger is made public if that period is less than sixty (60) days so that the Company can arrange to deliver a Statutory Prospectus in place of a Summary Prospectus. The Trust shall continue to maintain the Portfolio Documents Web Site for a minimum of 180 days.
vii. The Trust will provide that the current versions of the Portfolio Documents remain continuously available from the time the Summary Prospectus is sent or given until at least 90 days after the last date that the Portfolio has reason to believe that the Company delivered a security or communications in reliance upon Rule 498(e)(1).
viii. Any non-public personal information or personally identifiable financial information about any Contract Owner or prospective Contract Owner, obtained in connection with fulfillment of Summary Prospectuses or Statutory Prospectuses will be used by the Trust solely for the purpose of responding to fulfillment requests.
ix. The Trust shall be responsible for compliance with the provisions of Rule 498(f)(i) involving Contract Owner requests for additional Portfolio Documents made directly to the Trust.
Appears in 1 contract
Samples: Fund Participation Agreement (First Symetra National Life Insurance Co of Ny Sep Acct S)