Services Provided by the Product Distributors. (a) Sales Services. GEID hereby engages Product Distributor, and Product Distributor hereby agrees, to promote investment in and indirectly distribute the Shares by inducing owners and prospective owners of Contracts and Policies to invest purchase payments and accumulated values under Contracts and Policies in sub-accounts of Insurers’ separate accounts that invest in such Shares and to otherwise perform Sales Services for the Company. Such Sales Services include, but are not limited to, the following: • obtaining information for, and providing explanations to, owners or prospective owners of Contracts and Policies, as well as representatives of Selling Broker-Dealers and wholesale distributors of Contracts and Policies regarding the Funds and the Shares; • holding seminars and sales meetings for its own representatives as well as those of Selling Broker-Dealers and wholesale distributors of Contracts and Policies and providing training to such persons regarding the Funds and the Shares; • establishing and maintaining, and assisting Insurers to establish and maintain, relationships with owners and prospective owners of Contracts and Policies who are its customers for the primary purpose of encouraging investment, or additional investments, in the Shares; • compensating its representatives or other of its sales personnel for performing the foregoing services; • arranging for, assisting and encouraging Selling Broker-Dealers in performing the foregoing services; • compensating Selling Broker-Dealers for performing the foregoing services, including, without limitation, payment of “trail commissions” or other commissions, concessions, or sales compensation, • reimbursing Selling Broker-Dealers for their expenses performing the foregoing services; • developing, preparing, printing and mailing advertisements, sales literature and other promotional materials relating to the Funds and the Shares; • printing and mailing prospectuses, statements of additional information, supplements thereto and shareholder reports to prospective owners of Contracts and Policies, or current owners of Contracts or Policies who are not indirectly invested in Shares; and • engaging in, or compensating Selling Broker-Dealers for engaging in, any other activity primarily intended to result in the promotion of the Funds and the Shares that is permitted by the Distribution and Service Plan.
Appears in 14 contracts
Samples: Fund Marketing and Investor Service Agreement (Separate Account a of Pacific Life & Annuity Co), Fund Marketing and Investor Service Agreement (Separate Account a of Pacific Life & Annuity Co), Fund Marketing and Investor Service Agreement (Separate Account a of Pacific Life Insurance Co)
Services Provided by the Product Distributors. (a) Sales Services. GEID hereby engages Product Distributor, and Product Distributor hereby agrees, to promote investment in and indirectly distribute the Shares by inducing owners and prospective owners of Contracts and Policies to invest purchase payments and accumulated values under Contracts and Policies in sub-accounts of Insurers’ separate accounts that invest in such Shares and to otherwise perform Sales Services for the Company. Such Sales Services include, but are not limited to, the following: • obtaining information for, and providing explanations to, owners or prospective owners of Contracts and Policies, as well as representatives of Selling Broker-Dealers and wholesale distributors of Contracts and Policies regarding the Funds and the Shares; • holding seminars and sales meetings for its own representatives as well as those of Selling Broker-Dealers and wholesale distributors of Contracts and Policies and providing training to such persons regarding the Funds and the Shares; • establishing and maintaining, and assisting Insurers to establish and maintain, relationships with owners and prospective owners of Contracts and Policies who are its customers for the primary purpose of encouraging investment, or additional investments, in the Shares; • compensating its representatives or other of its sales personnel for performing the foregoing services; • arranging for, assisting and encouraging Selling Broker-Dealers in performing the foregoing services; • compensating Selling Broker-Dealers for performing the foregoing services, including, without limitation, payment of “trail commissions” or other commissions, concessions, or sales compensation, • reimbursing Selling Broker-Dealers for their expenses performing the foregoing services; • developing, preparing, printing and mailing advertisements, sales literature and other promotional materials relating to the Funds and the Shares; • printing and mailing prospectuses, statements of additional information, supplements thereto and shareholder reports to prospective owners of Contracts and Policies, or current owners of Contracts or Policies who are not indirectly invested in Shares; and • engaging in, or compensating Selling Broker-Dealers for engaging in, any other activity primarily intended to result in the promotion of the Funds and the Shares that is permitted by the Distribution and Service PlanShares.
Appears in 6 contracts
Samples: Fund Marketing and Investor Service Agreement (Separate Account a of Pacific Life & Annuity Co), Fund Marketing and Investor Service Agreement (Separate Account a of Pacific Life Insurance Co), Fund Marketing and Investor Service Agreement (Separate Account a of Pacific Life & Annuity Co)