WILLIAM M. CAMERON ("WMC") LYNDA L. CAMERON ("LLC") ---------------------------------------------------- ------------------------- ----------------------------------------------------- American Fidelity Property First Fidelity Bancorp, First Fidelity...Exhibit • April 26th, 2004 • American Fidelity Separate Account A
Contract Type FiledApril 26th, 2004 Company* Insurance Company ** Limited Partners are: CWC 1980 Trusts, LBC 1980 Trust, JCC 1980 Trust, WMC/LLC Insurance Trusts, WMC/LLC Trust B *** 1% owned by FFB Holdings, Inc.
Exhibit 8.2 First Amendment to Fund Participation Agreement The Fund Participation Agreement, dated as of the 22nd day of December 1998, between American Fidelity Dual Strategy Fund, Inc., an open-end management investment company organized as a...Fund Participation Agreement • April 30th, 2001 • American Fidelity Separate Account A
Contract Type FiledApril 30th, 2001 Company
1 EXHIBIT 3 AMERICAN FIDELITY VARIABLE ANNUITY FUND A CORPORATE CUSTODIAL AGREEMENTCorporate Custodial Agreement • April 24th, 1998 • American Fidelity Variable Annuity Fund A • Oklahoma
Contract Type FiledApril 24th, 1998 Company Jurisdiction
SEPARATE ACCOUNT A Amended and Restated Principal Underwriter’s AgreementPrincipal Underwriter’s Agreement • April 30th, 2007 • American Fidelity Separate Account A • Oklahoma
Contract Type FiledApril 30th, 2007 Company JurisdictionThis Amended and Restated Principal Underwriter’s Agreement (the “Agreement”) is made effective on July 10, 2006, by and between American Fidelity Securities, Inc. (the “Principal Underwriter”) and American Fidelity Assurance Company (the “Insurance Company”) on behalf of American Fidelity Separate Account A (the “Separate Account”).
ContractInvestment Consultant Agreement • April 29th, 2016 • American Fidelity Separate Account A • Oklahoma
Contract Type FiledApril 29th, 2016 Company Jurisdiction
AMENDED AND RESTATED INVESTMENT CONSULTANT AGREEMENTInvestment Consultant Agreement • April 27th, 2018 • American Fidelity Separate Account A • Oklahoma
Contract Type FiledApril 27th, 2018 Company JurisdictionThis Amended and Restated Investment Consultant Agreement (this "Agreement") is made this 30th day of October, 2017, but effective as of October 1, 2017 (the "Effective Date"), between AMERICAN FIDELITY ASSURANCE COMPANY (the "Company") and INVESTRUST CONSULTING, LLC ("Consultant"). This agreement relates to American Fidelity Separate Account A, American Fidelity Separate Account B and American Fidelity Separate Account C (together, the "Separate Accounts").
WILLIAM M. CAMERON ("WMC") LYNDA L. CAMERON ("LLC") ---------------------------------------------------- ------------------------- ----------------------------------------------------- North American Insurance First Fidelity Bancorp, First Fidelity...Ownership Structure Agreement • April 27th, 2006 • American Fidelity Separate Account A
Contract Type FiledApril 27th, 2006 CompanyNorth American Limited N.A.I.A. Insurance Towe, Hester & Erwin, Robert C. Bates, LLC North American Insurance Agency, Inc. Agency, Inc. LLC 75% - OK Agency of Lawton, LLC 100% - OK 100% - OK 52% - OK 73-1575831 52% - OK 73-1356772 73-1527682 73-1615119 72-1544943
FIRST AMENDMENT TO AMENDED AND RESTATED PRINCIPAL UNDERWRITER'S AGREEMENT (SEPARATE ACCOUNT A)Principal Underwriter's Agreement • April 27th, 2018 • American Fidelity Separate Account A
Contract Type FiledApril 27th, 2018 CompanyTHIS FIRST AMENDMENT TO AMENDED AND RESTATED PRINCIPAL UNDERWRITER'S AGREEMENT (this "Amendment") is entered into by and between AMERICAN FIDELITY SECURITIES, INC., ("AFSI") and AMERICAN FIDELITY ASSURANCE COMPANY, on behalf of American Fidelity Separate Account A ("AFA"), to amend that certain Amended and Restated Principal Underwriter's Agreement dated June 10, 2006, between AFSI and AFA (the "Agreement"). Capitalized terms not defined herein shall have the meanings assigned to such terms in the Agreement. In the event of any inconsistency between the Agreement and this Amendment, the language of this Amendment shall control.
PARTICIPATION AGREEMENT among VANGUARD VARIABLE INSURANCE FUND and THE VANGUARD GROUP, INC. and VANGUARD MARKETING CORPORATION and AMERICAN FIDELITY ASSURANCE COMPANYParticipation Agreement • April 30th, 2015 • American Fidelity Separate Account A • Oklahoma
Contract Type FiledApril 30th, 2015 Company JurisdictionTHIS PARTICIPATION AGREEMENT (“Agreement”), made and entered into as of the 30th day of March, 2005, by and among VANGUARD VARIABLE INSURANCE FUND (hereinafter the “Fund”), a Delaware business trust, THE VANGUARD GROUP, INC. (hereinafter the ”Sponsor”), a Pennsylvania corporation, VANGUARD MARKETING CORPORATION (hereinafter the ”Distributor”), a Pennsylvania corporation, and AMERICAN FIDELITY ASSURANCE COMPANY (hereinafter the “Company”), an Oklahoma corporation, on its own behalf and on behalf of each segregated asset account of the Company named in Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”).
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 30th, 2015 • American Fidelity Separate Account A
Contract Type FiledApril 30th, 2015 CompanyThis AMENDMENT TO PARTICIPATION AGREEMENT dated as of July 12, 2006, by and among VANGUARD VARIABLE INSURANCE FUND, THE VANGUARD GROUP, INC., VANGUARD MARKETING CORPORATION and AMERICAN FIDELITY ASSURANCE COMPANY.
ContractParticipation Agreement • April 30th, 2015 • American Fidelity Separate Account A
Contract Type FiledApril 30th, 2015 Company
FUND PARTICIPATION AGREEMENT THIS AGREEMENT is made as of the 22nd day of December, 1998, between AMERICAN FIDELITY DUAL STRATEGY FUND, INC., an open-end management investment company organized as a Maryland corporation (the "Fund"), and AMERICAN...Fund Participation Agreement • January 11th, 1999 • American Fidelity Separate Account A • Oklahoma
Contract Type FiledJanuary 11th, 1999 Company Jurisdiction
FOURTH AMENDMENT TO AMENDED AND RESTATED PRINCIPAL UNDERWRITER’S AGREEMENT (SEPARATE ACCOUNT A)Principal Underwriter’s Agreement • April 30th, 2020 • American Fidelity Separate Account A
Contract Type FiledApril 30th, 2020 CompanyTHIS FOURTH AMENDMENT TO AMENDED AND RESTATED PRINCIPAL UNDERWRITER’S AGREEMENT (this “Amendment”) is entered in to by and between AMERICAN FIDELITY SECURITIES, INC. (“AFS”) and AMERICAN FIDELITY ASSURANCE COMPANY, on behalf of American Fidelity Separate Account A (“AFA”), to amend that certain Amended and Restated Principal Underwriter’s Agreement dated June 10, 2006, as amended June 10, 2009, and April 20, 2012, and June 10, 2015, between AFS and AFA (the “Agreement”). Capitalized terms not defined herein shall have the meanings assigned to such terms in the Agreement. In the event of any inconsistency between the Agreement and this Amendment, the language of this Amendment shall control.
ContractInvestment Consultant Agreement • April 29th, 2016 • American Fidelity Separate Account A
Contract Type FiledApril 29th, 2016 Company
FIRST AMENDMENT TO AMENDED AND RESTATED INVESTMENT CONSULTANT AGREEMENTInvestment Consultant Agreement • April 27th, 2023 • American Fidelity Separate Account A
Contract Type FiledApril 27th, 2023 CompanyThis First Amendment to the Amended and Restated Investment Consultant Agreement (this “First Amendment”) is by and between AMERICAN FIDELITY ASSURANCE COMPANY (“Company”) and INVESTRUST CONSULTING, LLC (“Consultant”), and amends that certain Amended and Restated Investment Consultant Agreement, effective as of October 30, 2017 (the Amended and Restated Investment Consultant Agreement, as may be amended from time to time, the “Agreement”). Capitalized terms not defined herein shall have the meaning assigned to such terms in the Agreement. Company and Consultant now wish to amend the Agreement as described herein.
FIFTH AMENDMENT TO AMENDED AND RESTATED PRINCIPAL UNDERWRITER’S AGREEMENT (SEPARATE ACCOUNT A)Principal Underwriter’s Agreement • April 27th, 2023 • American Fidelity Separate Account A
Contract Type FiledApril 27th, 2023 CompanyTHIS FIFTH AMENDMENT TO AMENDED AND RESTATED PRINCIPAL UNDERWRITER’S AGREEMENT (this “Amendment”) is entered into by and between AMERICAN FIDELITY SECURITIES, INC. (“AFS”) and AMERICAN FIDELITY ASSURANCE COMPANY, on behalf of American Fidelity Separate Account A (“AFA”), to amend that certain Amended and Restated Principal Underwriter’s Agreement dated June 10, 2006, as amended June 10, 2009, and April 20, 2012, and June, 10, 2015, and June 10, 2018 between AFS and AFA (the “Agreement”). Capitalized terms not defined herein shall have the meanings assigned to such terms in the Agreement. In the event of any inconsistency between the Agreement and this Amendment, the language of this Amendment shall control.
SHAREHOLDER INFORMATION AGREEMENTShareholder Information Agreement • April 30th, 2012 • American Fidelity Separate Account A
Contract Type FiledApril 30th, 2012 CompanyTHIS AGREEMENT (the “Agreement”) is made and entered into as of April 9, 2007, by and between AMERICAN FIDELITY DUAL STRATEGY FUND, INC. (“DSF”), and AMERICAN FIDELITY ASSURANCE COMPANY (“AFA”).
THIRD AMENDMENT TO AMENDED AND RESTATED PRINCIPAL UNDERWRITER'S AGREEMENT (SEPARATE ACCOUNT A)Principal Underwriter's Agreement • April 27th, 2018 • American Fidelity Separate Account A
Contract Type FiledApril 27th, 2018 CompanyTHIS THIRD AMENDMENT TO AMENDED AND RESTATED PRINCIPAL UNDERWITER'S AGREEMENT (this "Amendment") is entered into by and between AMERICAN FIDELITY SECURITIES, INC. ("AFS"), and AMERICAN FIDELITY ASSURANCE COMPANY, on behalf of American Fidelity Separate Account A ("AFA"), to amend that certain Amended and Restated Principal Underwriter's Agreement dated June 10, 2006, as amended June 10, 2009, and April 20, 2012, between AFS and AFA (the "Agreement"). Capitalized terms not defined herein shall have the meanings assigned to such terms in the Agreement. In the event of any inconsistency between the Agreement and this Amendment, the language of this Amendment shall control.
SCHEDULE A SEPARATE ACCOUNTS AND ASSOCIATED CONTRACTS (Updated as of January 2, 2014)Participation Agreement • April 30th, 2015 • American Fidelity Separate Account A
Contract Type FiledApril 30th, 2015 CompanyThis Schedule A to the Participation Agreement dated March 30, 2005, as amended, by and among the parties identified below is updated and effective as of January 2, 2014, and replaces all prior versions of this schedule.
SCHEDULE B VVIF PORTFOLIOS (Updated as of July 30, 2014)Participation Agreement • April 27th, 2023 • American Fidelity Separate Account A
Contract Type FiledApril 27th, 2023 CompanyThis Schedule B to the Participation Agreement dated March 30, 2005, as amended, by and among the parties identified below is updated and effective as of July 30, 2014, and replaces all prior versions of this schedule.
SECOND AMENDMENT TO AMENDED AND RESTATED PRINCIPAL UNDERWRITER’S AGREEMENT (SEPARATE ACCOUNT A)Principal Underwriter’s Agreement • April 30th, 2012 • American Fidelity Separate Account A
Contract Type FiledApril 30th, 2012 CompanyTHIS SECOND AMENDMENT TO AMENDED AND RESTATED PRINCIPAL UNDERWITER’S AGREEMENT (this “Amendment”) is entered into by and between AMERICAN FIDELITY SECURITIES, INC. (“AFS”), and AMERICAN FIDELITY ASSURANCE COMPANY, on behalf of American Fidelity Separate Account A (“AFA”), to amend that certain Amended and Restated Principal Underwriter’s Agreement dated June 10, 2006, as amended June 10, 2009, between AFS and AFA (the “Agreement”). Capitalized terms not defined herein shall have the meanings assigned to such terms in the Agreement. In the event of any inconsistency between the Agreement and this Amendment, the language of this Amendment shall control.
WITNESSETH:Underwriting Contract • November 25th, 1998 • American Fidelity Variable Annuity Fund A
Contract Type FiledNovember 25th, 1998 Company
FUND PARTICIPATION AGREEMENT THIS AGREEMENT is made as of the ____ day of __________, 1998, between AMERICAN FIDELITY DUAL STRATEGY FUND, INC., an open- end management investment company organized as a Maryland corporation (the "Fund"), and AMERICAN...Fund Participation Agreement • November 25th, 1998 • American Fidelity Variable Annuity Fund A • Oklahoma
Contract Type FiledNovember 25th, 1998 Company Jurisdiction
SECOND AMENDMENT TO AMENDED AND RESTATED INVESTMENT CONSULTANT AGREEMENTInvestment Consultant Agreement • April 26th, 2024 • American Fidelity Separate Account A
Contract Type FiledApril 26th, 2024 CompanyThis Second Amendment to the Amended and Restated Investment Consultant Agreement (this “Second Amendment”) is by and between AMERICAN FIDELITY ASSURANCE COMPANY (“Company”) and INVESTRUST CONSULTING, LLC (“Consultant”), and amends that certain Amended and Restated Investment Consultant Agreement, effective as of October 30, 2017, as amended by the First Amendment to Amended and Restated Investment Consultant Agreement, effective as of October 1, 2020 (the Amended and Restated Investment Consultant Agreement, as may be amended from time to time, the “Agreement”). Capitalized terms not defined herein shall have the meaning assigned to such terms in the Agreement. Company and Consultant now wish to amend the Agreement as described herein.