WITNESSETH:Investment Advisory Agreement • February 14th, 2003 • Sentinel Variable Products Trust
Contract Type FiledFebruary 14th, 2003 Company
FUND PARTICIPATION AGREEMENTFund Participation Agreement • May 1st, 2008 • Sentinel Variable Products Trust • Connecticut
Contract Type FiledMay 1st, 2008 Company JurisdictionTHIS AGREEMENT, made as of the 7th day of September, 2007, by and between the SENTINEL VARIABLE PRODUCTS TRUST (“TRUST”) a Delaware business trust, SENTINEL FINANCIAL SERVICES COMPANY (“DISTRIBUTOR”), a Vermont partnership, and PHL VARIABLE INSURANCE COMPANY (“LIFE COMPANY”), a life insurance company organized under the laws of the State of Connecticut. WHEREAS, TRUST is registered with the Securities and Exchange Commission (“SEC”) under the Investment Company Act of 1940, as amended (“40 Act”) as an open-end, diversified management investment company; and WHEREAS, TRUST is organized as a series fund comprised of several portfolios (“Portfolios”), the currently available of which are listed on Appendix A hereto; and WHEREAS, TRUST was organized to act as the funding vehicle for certain variable life insurance and/or variable annuity contracts (“Variable Contracts”) offered by life insurance companies through separate accounts of such life insurance companies (“Partic
FUND PARTICIPATION AGREEMENT Among SYMETRA LIFE INSURANCE COMPANY Sentinel Variable Products Trust Sentinel Asset Management and Sentinel Financial Services, Inc.Fund Participation Agreement • April 30th, 2012 • Sentinel Variable Products Trust • Washington
Contract Type FiledApril 30th, 2012 Company JurisdictionTHIS AGREEMENT, made and entered into as of this 30th day of March, 2012 by and among SYMETRA LIFE INSURANCE COMPANY (hereinafter “SYMETRA LIFE” and “Insurance Party,”), a Washington life insurance company, on its own behalf and on behalf of its separate accounts listed on Schedule B attached hereto (the “SYMETRA LIFE Accounts”); Sentinel Variable Products Trust, a business trust organized under the laws of Delaware (hereinafter the “Fund”); Sentinel Asset Management, Inc (hereinafter the “Adviser”), a corporation organized under the laws of Vermont; and Sentinel Financial Services, Inc (hereinafter the “Distributor” or “SFSC”) a general partnership organized under the laws of Vermont.
FEE WAIVER/EXPENSE REIMBURSEMENT AGREEMENTExpense Reimbursement Agreement • April 28th, 2017 • Sentinel Variable Products Trust
Contract Type FiledApril 28th, 2017 CompanyThis Agreement, dated as of April 30,2017, is by and between Sentinel Asset Management, Inc., a Vermont corporation, located at One National Life Drive, Montpelier, VT 05604 (“Sentinel”) and Sentinel Variable Products Trust, a Delaware business trust (the “Trust”), located at One National Life Drive, Montpelier, VT 05604, on behalf of its series the SVP Balanced Fund (the “Fund”).
Investment Advisory Agreement AmendmentSentinel Variable Products Trust • May 1st, 2009
Company FiledMay 1st, 2009The Investment Advisory Agreement by and between Sentinel Variable Products Trust and National Life Investment Management Company, Inc., now known as Sentinel Asset Management, Inc., dated November 1, 2000 (“Agreement”) is hereby amended as of November 18, 2008 to delete Paragraph 3 “Compensation of Advisors” and replace it with the following: “3. Compensation of Advisor As compensation in full for services rendered under this Agreement, the Trust will pay to Advisor a monthly fee determined as follows:
ContractSentinel Variable Products Trust • August 25th, 2016
Company FiledAugust 25th, 2016An Agreement and Plan of Reorganization relating to the merger of the Sentinel Variable Products Mid Cap Fund into Sentinel Variable Products Small Company Fund described in Exhibit 77M above is incorporated by reference to the Agreement and Plan of Reorganization included as Appendix A to Pre-Effective Amendment No. 1 to the Registrant’s Registration Statement on Form N-14 filed with the SEC on May 11, 2016.
Information Sharing AgreementSharing Agreement • May 1st, 2008 • Sentinel Variable Products Trust • Vermont
Contract Type FiledMay 1st, 2008 Company JurisdictionThis Agreement is entered into by and between National Life Insurance Company (“National Life”) and the Sentinel Variable Products Trust (“Trust”) as of April 17, 2007.
ADMINISTRATION SERVICES AGREEMENT FOR SHARES OF SENTINEL VARIABLE PRODUCTS TRUSTAdministration Services Agreement • May 1st, 2008 • Sentinel Variable Products Trust • Vermont
Contract Type FiledMay 1st, 2008 Company JurisdictionThe terms and conditions of this Services Agreement between Sentinel Administrative Services, Inc. (the “Administrator”) and Phoenix Life Insurance Company, a New York life insurance company (the “Company”), are effective as of September 7, 2007. WHEREAS, the Company, Sentinel Financial Services Company (the “Distributor”) and Sentinel Variable Products Trust (the “Trust”) have entered into a Fund Participation Agreement dated September 7, 2007, as may be amended from time to time (the “Participation Agreement”), pursuant to which the Company, on behalf of certain of its separate accounts (the “Separate Accounts”), purchases shares (“Shares”) of certain Portfolios of the Trust, as set forth in Schedule A to the Participation Agreement (“Portfolios”) to serve as an investment vehicle under certain variable annuity and/or variable life insurance contracts (“Variable Contracts”) offered by the Company, which Portfolios may be one of several investment options available under t
Fidelity Bond Allocation AgreementFidelity Bond Allocation Agreement • January 18th, 2008 • Sentinel Variable Products Trust
Contract Type FiledJanuary 18th, 2008 CompanySentinel Common Stock Fund Sentinel Balanced Fund Sentinel Mid Cap Growth Fund Sentinel Small Company Fund Sentinel Capital Growth Fund Sentinel Growth Leaders Fund Sentinel International Equity Fund Sentinel High Yield Bond Fund Sentinel Conservative Allocation Fund Sentinel Government Securities Fund Sentinel Short Maturity Government Fund Sentinel U.S. Treasury Money Market Fund Sentinel Mid Cap Value Fund, and Sentinel Georgia Municipal Bond Fund;
Information Sharing AgreementInformation Sharing Agreement • May 1st, 2008 • Sentinel Variable Products Trust • New York
Contract Type FiledMay 1st, 2008 Company JurisdictionThis Agreement is entered into by and between Phoenix Life Insurance Company, PHL Variable Insurance Company, and Phoenix Life and Annuity Company (“Phoenix”) and the Sentinel Variable Products Trust (“Trust”) as of September 7, 2007 (“Effective Date”).
Fidelity Bond Allocation AgreementFidelity Bond Allocation Agreement • October 29th, 2009 • Sentinel Variable Products Trust
Contract Type FiledOctober 29th, 2009 Company
INDEMNIFICATION AGREEMENTIndemnification Agreement • May 1st, 2008 • Sentinel Variable Products Trust • Delaware
Contract Type FiledMay 1st, 2008 Company JurisdictionThis AGREEMENT is entered into as of February 25, 2008 (“Agreement”), by and between the undersigned trustee (“Indemnitee”) and Sentinel Variable Products Trust (“Trust”), a Delaware trust.
TRANSFER AND ASSUMPTION AGREEMENTTransfer and Assumption Agreement • May 1st, 2008 • Sentinel Variable Products Trust • Vermont
Contract Type FiledMay 1st, 2008 Company JurisdictionThis Agreement is made and entered into as of May 18, 2007, by and among Equity Services, Inc., a Vermont corporation (“Transferor”), Sentinel Financial Services Company, a Vermont partnership (“Transferee”), National Life Insurance Company, a Vermont corporation (“NLIC”), and Sentinel Variable Products Trust, a Delaware trust (“SVPT”). WHEREAS, Transferee and Transferor are both registered broker/dealers under the Securities and Exchange Act of 1934, as amended; WHEREAS, the Transferor desires to transfer and the Transferee desires to assume the Equity Services, Inc.’s interest in the Participation Agreement by and between Equity Services, Inc., Sentinel Variable Products Trust, and National Life Insurance Company dated July 27, 2000 (“Participation Agreement”); and
DISTRIBUTION AGREEMENTDistribution Agreement • May 1st, 2008 • Sentinel Variable Products Trust
Contract Type FiledMay 1st, 2008 CompanyTHIS AGREEMENT is made and entered into on this 18th day of May, 2007, between Sentinel Financial Services Company, a Vermont partnership (“Distributor”), and Sentinel Variable Products Trust, a Delaware trust (“Trust”)
FUND PARTICIPATION AGREEMENT Among GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY FIRST GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY Sentinel Variable Products Trust Sentinel Asset Management, Inc. and Sentinel Financial Services, CompanyFund Participation Agreement • February 19th, 2010 • Sentinel Variable Products Trust • Colorado
Contract Type FiledFebruary 19th, 2010 Company JurisdictionTHIS AGREEMENT, made and entered into as of this 29th day of April, 2009 by and among GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (hereinafter “GWL&A”), a Colorado life insurance company, on its own behalf and on behalf of its separate account(s) listed on Schedule B attached hereto (the “GWL&A Account(s)”); FIRST GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (hereinafter “First GWL&A”), a New York life insurance company, on its own behalf and on behalf of its separate account(s) listed on Schedule B (the “First GWL&A Account(s)”); (the GWL&A Account(s), and the First GWL&A Account(s) may be referred to herein individually, or collectively as the “Accounts”) (GWL&A and First GWL&A may be referred to herein individually, each as an “Insurance Party,” or collectively as the “Insurance Parties”); Sentinel Variable Products Trust , a business trust organized under the laws of Delaware (hereinafter the “Fund”); Sentinel Asset Management, Inc (hereinafter the “Adviser”), a corporation organize