PARTICIPATION AGREEMENT THIS AGREEMENT is made this 17th day of February, 1998, by and among The Alger American Fund (the "Trust"), an open-end management investment company organized as a Massachusetts business trust, Sun Life Assurance Company of...Participation Agreement • April 27th, 1999 • Sun Life of Canada U S Variable Account I • New York
AMENDMENT NO. 2 PARTICIPATION AGREEMENT The Participation Agreement (the "Agreement"), dated February 17, 1998, by and among AIM Variable Insurance Funds, Inc., a Maryland corporation, A I M Distributors, Inc., a Delaware corporation, Sun Life...Participation Agreement • April 27th, 1999 • Sun Life of Canada U S Variable Account I
The Participation Agreement (the "Agreement"), dated February 17, 1998, by and among AIM Variable Insurance Funds, Inc., a Maryland corporation, A I M Distributors, Inc., a Delaware corporation, Sun Life Assurance Company of Canada (U.S.), a Delaware life insurance company and Clarendon Insurance Agency, Inc. a Massachusetts corporation, is hereby amended as follows:
SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.)Sun Life of Canada U S Variable Account I • August 12th, 1999
PARTICIPATION AGREEMENTParticipation Agreement • March 31st, 2000 • Sun Life of Canada U S Variable Account I • Massachusetts
EXHIBIT (8)(h) PARTICIPATION AGREEMENT Among VARIABLE INSURANCE PRODUCTS FUND II FIDELITY DISTRIBUTORS CORPORATION and SUN LIFE ASSURANCE COMPANY OF CANADA (US.)Participation Agreement • April 19th, 2002 • Sun Life of Canada U S Variable Account I • Massachusetts
THIS AGREEMENT, made and entered into as of the 1st day of December, 1996 by and among SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), (hereinafter the "Company"), a Delaware corporation, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the "Account"), and the VARIABLE INSURANCE PRODUCTS FUND II, an unincorporated business trust organized under the laws of the Commonwealth of Massachusetts (hereinafter the "Fund") and FIDELITY DISTRIBUTORS CORPORATION (hereinafter the "Underwriter"). a Massachusetts corporation.
PARTICIPATION AGREEMENTParticipation Agreement • April 27th, 1999 • Sun Life of Canada U S Variable Account I • New York
PARTICIPATION AGREEMENT Among SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK FIRST EAGLE SOGEN VARIABLE FUNDS, INC., and ARNHOLD AND S. BLEICHROEDER, INC.Participation Agreement • May 30th, 2007 • Sun Life of Canada U S Variable Account I • New York
THIS AGREEMENT, dated as of the 30th day of September 2002 by and among Sun Life Assurance Company of Canada (U.S.), a Delaware insurance company, Sun Life Insurance and Annuity Company of New York, a New York insurance company (each of which is hereinafter referred to as the åCompanyæ), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each account hereinafter referred to as the "Account"), First Eagle SoGen Variable Funds, Inc. (the "Fund"), a corporation organized under the laws of Maryland, and Arnhold and S. Bleichroeder, Inc. (the "Underwriter"), a New York corporation.
FUND PARTICIPATION AGREEMENT Sun Life Assurance Company of Canada (U.S.) Sun Life Insurance and Annuity Company of New York Independence Life and Annuity Company Columbia Funds Variable Insurance Trust I Columbia Management Advisors, LLC and Columbia...Fund Participation Agreement • May 30th, 2007 • Sun Life of Canada U S Variable Account I • Massachusetts
THIS AGREEMENT, made and entered into as of this 1st day of April, 2007, by and among SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), a Delaware life insurance company, SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK, a New York life insurance company, INDEPENDENCE LIFE AND ANNUITY COMPANY, a Rhode Island life insurance company (each, a åCompanyæ and collectively, the åCompaniesæ), on each Company’s own behalf and on behalf of each Company’s separate accounts (the åAccountsæ); COLUMBIA FUNDS VARIABLE INSURANCE TRUST I, an open-end management investment company organized under the laws of Delaware (the åFundæ); COLUMBIA MANAGEMENT ADVISORS, LLC (the åAdviseræ), a Massachusetts limited liability corporation; and COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (the åDistributoræ), a Massachusetts corporation, outlines the duties and responsibilities of the parties and supercedes all prior participation agreements between the parties and their successors.
ARTICLE I ADDITIONAL DEFINITIONSParticipation Agreement • April 27th, 1999 • Sun Life of Canada U S Variable Account I • Delaware
SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.)Participation Agreement • May 2nd, 2005 • Sun Life of Canada U S Variable Account I • New York
THIS AGREEMENT (the "Agreement"), made and entered into as of the 16th day of September 2002 by and among Sun Life Assurance Company of Canada (U.S.) (hereinafter the "Company"), on its own behalf and on behalf of each separate account of the Company named in Schedule 1 to this Agreement, as may be amended from time to time by mutual consent (hereinafter collectively the "Accounts"), Oppenheimer Variable Account Funds (hereinafter the "Fund") and OppenheimerFunds, Inc. (hereinafter the "Adviser").
FUND PARTICIPATION AGREEMENTParticipation Agreement • May 2nd, 2005 • Sun Life of Canada U S Variable Account I • Delaware
THIS AGREEMENT, made and entered into this 6th day of August, 2004 (the "Agreement"), and amended and restated November 23, 2004, by and among Sun Life Assurance Company of Canada (U.S.), organized under the laws of the State of Delaware , and Sun Life Insurance and Annuity Company of New York, organized under the laws of the State of New York, (with Sun Life Assurance Company of Canada (U.S.), hereinafter collectively referred to as the "Company"), on behalf of itself and each separate account of the Company named in Schedule A to this Agreement, as may be amended from time to time (each such separate account being hereinafter referred to as a "Separate Account" and, collectively, as the "Separate Accounts"); Delaware VIP Trust, an open-end management investment company organized as a statutory trust under the laws of the State of Delaware (the "Trust"); Delaware Management Company, a series of Delaware Management Business Trust, a statutory trust organized under the laws of the State
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 19th, 2002 • Sun Life of Canada U S Variable Account I • Delaware
THIS AGREEMENT, made and entered into this day ___________ of 2000 (the "Agreement") by and among __________________________________, organized under the laws of the State of ___________________ (the "Company"), on behalf of itself and each separate account of the Company named in Schedule A to this Agreement, as may be amended from time to time (each account referred to as the "Account" and collectively as the "Accounts"); INVESCO Variable Investment Funds, Inc., an open-end management investment company organized under the laws of the State of Maryland (the "Fund"); INVESCO Funds Group, Inc., a corporation organized under the laws of the State of Delaware and investment adviser to the Fund (the "Adviser"); and INVESCO Distributors, Inc., a corporation organized under the laws of the State of Delaware and principal underwriter/distributor of the Fund.
WITNESSETHMarketing Coordination Agreement • March 31st, 2000 • Sun Life of Canada U S Variable Account I • Clarendon
EXHIBIT (8)(g) PARTICIPATION AGREEMENT AMONG SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) CLARENDON INSURANCE AGENCY, INC. ALLIANCE CAPITAL MANAGEMENT L.P. AND ALLIANCE FUND DISTRIBUTORS, INC. DATED AS OF May 1, 2001 PARTICIPATION AGREEMENTParticipation Agreement • April 19th, 2002 • Sun Life of Canada U S Variable Account I • New York
THIS AGREEMENT, made and entered into as of the 1st day of May, 2001 ("Agreement"), by and among Sun Life Assurance Company of Canada (U.S.), a Delaware life insurance company ("Insurer") (on behalf of itself and certain of its "Separate Accounts," defined below); Clarendon Insurance Agency, Inc., a Massachusetts corporation ("Contracts Distributor"), the principal underwriter with respect to the Contracts referred to below; Alliance Capital Management L.P., a Delaware limited partnership ("Adviser"), the investment adviser of the Fund referred to below; and Alliance Fund Distributors, Inc., a Delaware corporation ("Distributor"), the Fund's principal underwriter (collectively, the "Parties"),
WITNESSETHMarketing Coordination Agreement • April 27th, 2001 • Sun Life of Canada U S Variable Account I • Clarendon
ADMINISTRATION AGREEMENT between McCamish Systems, L.L.C. and Sun Life Assurance Company of Canada (U.S.) dated as of April 1, 2007Administration Agreement • October 10th, 2007 • Sun Life of Canada U S Variable Account I • Georgia
This ADMINISTRATION AGREEMENT (this "Agreement") is made and entered into as of the 1st day of April, 2007, by and between McCamish Systems, L.L.C., a Georgia limited liability company, having its principal address and place of business at 6425 Powers Ferry Road, Third Floor, Atlanta, Georgia 30339 (hereinafter referred to as "McCamish"); and Sun Life Assurance Company of Canada (U.S.), a life insurance company registered under the laws of the State of Delaware, having its principal place of business at One Sun Life Executive Park, Wellesley Hills, Massachusetts 02481 (hereinafter referred to collectively as "Company").
PARTICIPATION AGREEMENT With SUN LIFE INSURANCE COMPANYParticipation Agreement • May 30th, 2007 • Sun Life of Canada U S Variable Account I • Maryland
THIS AGREEMENT, made and entered into this 1st day of April, 2007, by and among M Fund, Inc., a corporation organized and existing under the laws of the State of Maryland (the "Fund"), M Financial Investment Advisers, Inc., a corpo-ra-tion organized and existing under the laws of the State of Colorado (the "Adviser"), Sun Life Assurance Company of Canada (US), a life insurance company organ-ized and exist-ing under the laws of the State of Delaware (åSLUSæ) and Sun Life Insurance and Annuity Company of New York, a life insurance company organized and existing under the laws of the State of New York (åSLNYæ and with SLUS, the "Company"), on its own behalf and on behalf of each separate account of the Company identified herein.
Amendment to Principal Underwriter’s AgreementS Agreement • April 30th, 2009 • Sun Life of Canada U S Variable Account I
This Amendment to Principal Underwriter’s Agreement is entered into by and among Sun Life Assurance Company of Canada (U.S.) (“Sun Life (U.S.)”), and Clarendon Insurance Agency, Inc. (“Clarendon”).
SALES OPERATIONS AND GENERAL AGENT AGREEMENT COMMISSIONS SCHEDULE ASun Life of Canada U S Variable Account I • August 12th, 1999
This Schedule A is to be attached to and made a part of the Sales Operations and General Agent Agreement between Sun Life Assurance Company of Canada (U.S.) [Sun Life of Canada (U.S.)], Clarendon Insurance Agency, Inc. (Clarendon), Selling Broker-Dealer and General Agent.
PRINCIPAL UNDERWRITER’S AGREEMENTPrincipal Underwriter’s Agreement • April 30th, 2009 • Sun Life of Canada U S Variable Account I • Massachusetts
THIS PRINCIPAL UNDERWRITER’S AGREEMENT is entered into by and among Sun Life Assurance Company of Canada (U.S.) (Sun Life (U.S.)), a Delaware corporation, and Clarendon Insurance Agency Inc. (Clarendon), a Massachusetts corporation.
PARTICIPATION AGREEMENT Among VAN KAMPEN LIFE INVESTMENTS TRUST, VAN KAMPEN FUNDS INC., VAN KAMPEN ASSET MANAGEMENT and SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) Dated as of May 1, 2004Participation Agreement • May 2nd, 2005 • Sun Life of Canada U S Variable Account I • Delaware
THIS AGREEMENT is made and entered into as of the 1st day of May, 2004 by and among SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) (the "Company"), a Delaware corporation, on its own behalf and on behalf of each separate account of the Company set forth on Schedule A hereto as may be amended from time to time (each such account referred to as an "Account"), VAN KAMPEN LIFE INVESTMENT TRUST (the "Fund"), a Delaware business trust, VAN KAMPEN FUNDS INC. (the "Underwriter"), a Delaware corporation, and VAN KAMPEN ASSET MANAGEMENT (the "Adviser"), a Delaware corporation.
AMENDED AND RESTATED FUND PARTICIPATION AGREEMENTFund Participation Agreement • May 2nd, 2005 • Sun Life of Canada U S Variable Account I • New York
This Agreement, originally is entered into as of the 15th___ day of April______, 1998, and restated effective May 1, 2004, between SUN LIFE OF ASSURANCE COMPANY OF CANADA (U.S.) DELAWARE (formerly, "SUN LIFE OF CANADA (U.S.), DELAWARE"), a life insurance company organized under the laws of the State of Delaware, SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK, a life insurance company organized under the laws of the State of New York (collectively with Sun Life Assurance Company of Canada (U.S.) hereinafter referred to as "Insurance Company"), and each of DREYFUS VARIABLE INVESTMENT FUND, THE DREYFUS INVESTMENT PORTFOLIOS, THE DREYFUS SOCIALLY RESPONSIBLE GROWTH FUND, INC. and DREYFUS LIFE AND ANNUITY INDEX FUND, INC. (d/b/a DREYFUS STOCK INDEX FUND, INC.) (each a "Fund").
EXHIBIT (8)(a)(iii) AMENDMENT NO. 6 PARTICIPATION AGREEMENTParticipation Agreement • April 19th, 2002 • Sun Life of Canada U S Variable Account I
The Participation Agreement, made and entered into as of the 17th day of February, 1998, and amended on December 11, 1998, March 15, 1999, April 17, 2000, May 1, 2000, and May 1, 2001 (the "Agreement"), by and among AIM Variable Insurance Funds, a Delaware business trust, A I M Distributors, Inc., a Delaware corporation, Sun Life Assurance Company of Canada (U.S.), a Delaware life insurance company, and Clarendon Insurance Agency, Inc., a Massachusetts corporation, is hereby amended as follows:
MASTER SERVICES AGREEMENT by and between Sun Life Assurance Company of Canada (U.S.) and se2, inc. Dated December 1, 2013Master Services Agreement • April 29th, 2015 • Delaware Life Variable Account I • Tennessee
This MASTER SERVICES AGREEMENT (this “Agreement”) is made this 1st day of December, 2013 (the “Effective Date”) by and between Sun Life Assurance Company of Canada (U.S.) (“Customer”), with a place of business at One Sun Life Park, Wellesley Hills, MA, 02481 and se2, inc. (“Vendor”), with a place of business at 5801 SW 6th Avenue, Topeka, Kansas 66636-0001. Capitalized terms used in this Agreement are defined in the Glossary attached to this Agreement and incorporated herein by reference.
AMENDMENT NO. 3 December 1, 2008 PRINCIPAL UNDERWRITER’S AGREEMENT’s Agreement • April 27th, 2010 • Sun Life of Canada U S Variable Account I
The Principal Underwriter’s Agreement dated April 1, 2002, as previously amended, (the “Agreement”), by and among Sun Life Assurance Company of Canada (U.S.) (“Sun Life (U.S.)”) and Clarendon Insurance Agency, Inc. (“Clarendon”) is hereby further amended as follows.
AMENDMENT NO. 2 December 1, 2006 PRINCIPAL UNDERWRITER’S AGREEMENT’s Agreement • April 27th, 2010 • Sun Life of Canada U S Variable Account I
This Principal Underwriter’s Agreement dated April 1, 2002 (the “Agreement”) by and between Sun Life Assurance Company of Canada (U.S.) (“Sun Life (U.S.)”) and Clarendon Insurance Agency, Inc. (“Clarendon”) is hereby amended as follows:
I WITNESSETH ------------------------------------------------------------------ --------------Sun Life of Canada U S Variable Account I • April 27th, 1999 • Massachusetts
Sun Life Assurance Company of Canada (U.S) Sun Life Assurance Company of CanadaSun Life of Canada U S Variable Account I • May 30th, 2007
The Company/Owner listed above (the åOwneræ) intends to purchase a life insurance policy or policies on the life of the Proposed Insured listed below. In advance of any policy issuance [or material increase], the Proposed Insured will be notified in writing of the maximum total amount of insurance to be purchased at the time the policy or policies are issued.
PARTICIPATION AGREEMENTParticipation Agreement • April 27th, 1999 • Sun Life of Canada U S Variable Account I • Massachusetts
WITNESSETH -------------------------------------------------------------------- ------------Sun Life of Canada U S Variable Account I • February 12th, 2001
ContractMonthly Renewable Term Reinsurance Agreement • October 30th, 2002 • Sun Life of Canada U S Variable Account I
MONTHLY RENEWABLE TERM REINSURANCE AGREEMENT between (hereinafter called the CEDING COMPANY) and SUN LIFE ASSURANCE COMPANY OF CANADA Toronto, Ontario, Canada (hereinafter called the REINSURER) This Agreement is effective____________.
TYPE 1 ------------------------------------------------------------------ ONE SIGNED AND AUTHORIZED COPY OF THIS AGREEMENT SHOULD BE RETURNED TO THE ANNUITY SERVICE MAILING ADDRESS SHOWN BELOW....Type 1 • March 31st, 2000 • Sun Life of Canada U S Variable Account I • Massachusetts
EXHIBIT (8)(f)(i) AMENDMENT NO. 1 PARTICIPATION AGREEMENT April 17, 2000Participation Agreement • April 19th, 2002 • Sun Life of Canada U S Variable Account I
The parties to the amended and restated Participation Agreement (the "Agreement"), made and entered into as of the 18th day of August, 1999, by and among Sun Life Assurance Company of Canada (U.S.), a Delaware life insurance company (hereinafter the "Company"), Sun Capital Advisers Trust, a Delaware business trust (hereinafter the "Fund"), and Sun Capital Advisers, Inc., a Delaware corporation (hereinafter the "Adviser"), do hereby agree to amend the Agreement as follows:
Variable Life Insurance Supplement And Commission Schedule This Variable Life Insurance Supplement ("Supplement") and the attached Commission Schedule, form a part of that certain Sales Operation and General Agent ("Distribution Agreement") entered...Sun Life of Canada U S Variable Account I • February 12th, 2001
This Variable Life Insurance Supplement ("Supplement") and the attached Commission Schedule, form a part of that certain Sales Operation and General Agent ("Distribution Agreement") entered into by and between the parties listed herein. All capitalized terms used in this Supplement shall carry the meaning assigned in the Distribution Agreement. The specific purpose of this Supplement is to add the variable life insurance product(s) offered by Sun Life of Canada (U.S.), as listed on the attached Commission Schedule (which may be amended, from time to time, by Sun Life of Canada (U.S.) as set forth in the Distribution Agreement). In conjunction with the availability of such products, the parties hereby confirm that "suitability" requirements, whether arising from federal securities law (including NASD) or state insurance law, shall be, respectively, the compliance responsibility of Broker-Dealer and General Agent within their respective supervisory responsibilities as more particularly s
Sun Life Assurance Company of Canada (U.S.)Sun Life of Canada U S Variable Account I • May 30th, 2007
This Policy is a legal contract in which We, Sun Life Assurance Company of Canada (U.S.), a member of the Sun Life Financial group of companies, promise to provide the kind of insurance described below. Upon death of the Insured, We agree to pay the Beneficiary such amounts as then become due and payable. Until that time, We agree to provide You, as Owner, the other rights and benefits of this Policy. These rights and benefits are subject to the provisions on the pages which follow. Signed at Wellesley Hills, Massachusetts, on the Issue Date. [Missing Graphic Reference] [Robert C. Salipante, President] [Missing Graphic Reference] [Michael S. Bloom, Secretary]
