PARTICIPATION AGREEMENT AMONG ML LIFE INSURANCE COMPANY OF NEW YORK, WANGER ADVISORS TRUST, AND COLUMBIA FUNDS DISTRIBUTOR, INC.Participation Agreement • April 20th, 2006 • Wanger Advisors Trust • New York
AMENDMENT NO. 2 TO THE PARTICIPATION AGREEMENT Among WANGER ADVISORS TRUST, LIBERTY FUNDS DISTRIBUTOR, INC. and TRANSAMEKICA LIFE INSURANCE COMPANY This Amendment No. 2 is incorporated in and made a part of the Participation Agreement made and entered...Participation Agreement • April 20th, 2004 • Wanger Advisors Trust
BETWEENTransfer Agency and Service Agreement • April 28th, 2000 • Wanger Advisors Trust • Massachusetts
FUND PARTICIPATION AGREEMENT TIAA-CREF LIFE INSURANCE COMPANY WANGER ADVISORS TRUST COLUMBIA WANGER ASSET MANAGEMENT, LLPFund Participation Agreement • April 20th, 2006 • Wanger Advisors Trust • Massachusetts
AMENDMENT TO CUSTODIAN CONTRACT This Amendment to the Custodian Contract is made as of December 5, 2000, by and between Wanger Advisors Trust (the "Fund") and State Street Bank and Trust Company (the "Custodian"). Capitalized terms used in this...Custodian Contract • April 25th, 2001 • Wanger Advisors Trust
PARTICIPATION AGREEMENTParticipation Agreement • February 18th, 2005 • Wanger Advisors Trust • Massachusetts
Amendment to the Investment Advisory Agreement Dated November 1, 2001 (adopted March 9, 2005) As of February 10, 2005, the Investment Advisory Agreement dated November 1, 2001 between Columbia Wanger Asset Management, L.P. and Wanger Advisors Trust...Investment Advisory Agreement • August 29th, 2005 • Wanger Advisors Trust
As of February 10, 2005, the Investment Advisory Agreement dated November 1, 2001 between Columbia Wanger Asset Management, L.P. and Wanger Advisors Trust (the "Trust") is hereby amended to reduce the rates at which fees are payable thereunder with respect to each series of the Trust to the rates indicated on Schedule A hereto.
WITNESSETH:Master Custodian Agreement • April 20th, 2006 • Wanger Advisors Trust • Massachusetts
PARTICIPATION AGREEMENT AMONG ML LIFE INSURANCE COMPANY OF NEW YORK, WANGER ADVISORS TRUST, AND COLUMBIA FUNDS DISTRIBUTOR, INC.Participation Agreement • April 13th, 2005 • Wanger Advisors Trust • New York
PARTICIPATION AGREEMENT By and Among WANGER ADVISORS TRUST And LIBERTY WANGER ASSET MANAGEMENT, L.P. And IDS LIFE INSURANCE COMPANY OF NEW YORKParticipation Agreement • April 10th, 2002 • Wanger Advisors Trust • Minnesota
AmongParticipation Agreement • April 10th, 2003 • Wanger Advisors Trust • Iowa
AMENDMENT TO DISTRIBUTION AGREEMENTDistribution Agreement • February 26th, 1999 • Wanger Advisors Trust
This Amendment to the Distribution Agreement is made this 15th day of December, 1998 by and between WANGER ADVISORS TRUST, a business trust organized and existing under the laws of the Commonwealth of Massachusetts ("WAT") and WAM BROKERAGE SERVICES, L.L.C., a limited liability company organized and existing under the laws of the State of Illinois ("WAM BD").
AMENDED AND RESTATED FUND PARTICIPATION AGREEMENT Symetra Life Insurance Company Wanger Advisors Trust Columbia Wanger Asset Management, LLP and Columbia Management Distributors, Inc. September 30, 2009Fund Participation Agreement • February 22nd, 2010 • Wanger Advisors Trust • Massachusetts
THIS AMENDED AND RESTATED AGREEMENT, made and entered into as of this day of September, 2009 (the “Restatement Date”), by and among SYMETRA LIFE INSURANCE COMPANY (the “Company”), a Washington life insurance company, on its own behalf and on behalf of its separate accounts (the “Accounts”); WANGER ADVISORS TRUST, an open-end management investment company organized under the laws of Delaware (the “Fund”); COLUMBIA WANGER ASSET MANAGEMENT, LLP (the “Adviser”), a Delaware limited liability partnership; and COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (the “Distributor”), a Massachusetts corporation.
Exhibit d. INVESTMENT ADVISORY AGREEMENT WANGER ADVISORS TRUST, a Massachusetts business trust registered under the Investment Company Act of 1940 (the "1940 Act") as an open-end management investment company (the "Trust"), and LIBERTY WANGER ASSET...Investment Advisory Agreement • April 25th, 2001 • Wanger Advisors Trust
Agreement and Plan of ReorganizationAgreement and Plan of Reorganization • February 3rd, 2023 • Wanger Advisors Trust
THIS AGREEMENT AND PLAN OF REORGANIZATION dated as of December 20, 2022 (the “Agreement”), is by and among the Target Company, as defined below, on behalf of its series that is the Target Fund, as defined below, the Acquiring Company, as defined below, on behalf of its series that is the Acquiring Fund, as defined below, and, for purposes of paragraphs 5.3, 7.3, 10.2 and 12.2 of this Agreement only, Columbia Management Investment Advisers, LLC and Columbia Wanger Asset Management, LLC (collectively, “Columbia Threadneedle”).
Exhibit 6(b) AMENDMENT TO DISTRIBUTION AGREEMENTDistribution Agreement • September 30th, 1998 • Wanger Advisors Trust
This Amendment to the Distribution Agreement is made this ____ day of December, 1998 by and between WANGER ADVISORS TRUST, a business trust organized and existing under the laws of the Commonwealth of Massachusetts ("WAT") and WAM BROKERAGE SERVICES, L.L.C., a limited liability company organized and existing under the laws of the State of Illinois ("WAM BD").
EXHIBIT 9(a)(3) AMENDMENT NO. 1 TO PARTICIPATION AGREEMENT THIS AMENDMENT NO. 1 TO PARTICIPATION AGREEMENT, made and entered into as of this 16th day of December, 1996, supplementing and amending the Participation Agreement made and entered into the...Participation Agreement • April 21st, 1997 • Wanger Advisors Trust
AMENDMENT NO. 1 TO SHAREHOLDERS' SERVICING AND TRANSFER AGENT AGREEMENT This Amendment No. 1 to the Shareholders' Servicing and Transfer Agent Agreement (the "Amendment") is hereby made by and between Wanger Advisors Trust (the "Trust") a...Shareholders' Servicing and Transfer Agent Agreement • April 13th, 2005 • Wanger Advisors Trust
COLUMBIA FUNDS AMENDED AND RESTATED CREDIT AGREEMENT Dated as of October 26, 2023 among THE FUNDS LISTED FROM TIME TO TIME ON SCHEDULE I HERETO, VARIOUS BANKS, JPMORGAN CHASE BANK, N.A., as Administrative Agent, JPMORGAN CHASE BANK, N.A., CITIBANK,...Credit Agreement • April 22nd, 2024 • Wanger Advisors Trust • New York
AMENDED AND RESTATED CREDIT AGREEMENT, dated as of October 26, 2023 (as amended, restated, supplemented or otherwise modified from time to time, this “Agreement”) among (i) the trusts listed on Schedule I (the “Registrants”), each of which is executing this Agreement on behalf of its respective underlying series set forth beneath such Registrant’s name on Schedule I (each such series, individually, a “Borrower” or “Fund” and, collectively, the “Borrowers” or “Funds”), (ii) the several banks and other financial institutions from time to time parties to this Agreement (the “Lenders”), and (iii) JPMORGAN CHASE BANK, N.A., a national banking association, as administrative agent for the Lenders hereunder (in such capacity, the “Administrative Agent”);
AMENDED AND RESTATED PARTICIPATION AGREEMENT Among SYMETRA LIFE INSURANCE COMPANY WANGER ADVISORS TRUST COLUMBIA WANGER ASSET MANAGEMENT, LLP and COLUMBIA MANAGEMENT DISTRIBUTORS, INC.Participation Agreement • April 29th, 2008 • Wanger Advisors Trust • Massachusetts
THIS AGREEMENT, made and entered into as of this day of March, 2007, by and among SYMETRA LIFE INSURANCE COMPANY (the “Company”), a Washington life insurance company, on its own behalf and on behalf of its separate accounts (the “Accounts”); WANGER ADVISORS TRUST, an open-end management investment company organized under the laws of Delaware (the “Fund”); COLUMBIA WANGER ASSET MANAGEMENT, LLP (the “Adviser”) A Delaware limited liability partnership; and COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (the “Distributor”), a Massachusetts corporation.
TRANSFER, DIVIDEND DISBURSING AND SHAREHOLDERS’ SERVICING AGENT AGREEMENTTransfer, Dividend Disbursing and Shareholders’ Servicing Agent Agreement • April 25th, 2011 • Wanger Advisors Trust • Massachusetts
This agreement (the “Agreement”) is made as of this 1st day of May, 2010, by and between Wanger Advisors Trust (the “Trust”), a Massachusetts business trust, acting on behalf of its series all as listed on Schedule A hereto (as the same may from time to time be amended to add or delete one or more series of the Trust) (each series of the Trust, if any, being hereinafter referred to as a “Fund”), and Columbia Management Investment Services Corp., a Minnesota corporation (the “Transfer Agent”).
FUND PARTICIPATION AGREEMENT between WANGER ADVISORS TRUST, COLUMBIA WANGER ASSET MANAGEMENT, LP, and ING INSURANCE COMPANY OF AMERICAFund Participation Agreement • February 22nd, 2010 • Wanger Advisors Trust • Connecticut
ING Insurance Company of America (the “Company”), Wanger Advisors Trust (the “Fund”) and Columbia Wanger Asset Management, LP (the “Adviser”) hereby agree to an arrangement whereby the Fund shall be made available to serve as underlying investment media for Variable Annuity or Variable Life Contracts (“Contracts”) to be issued by the Company.
ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • April 25th, 2011 • Wanger Advisors Trust • Illinois
This Administrative Services Agreement (the “Agreement”), dated as of May 1, 2010, is by and between Columbia Wanger Asset Management, LLC (the “Administrator”), a Delaware limited liability company, and Wanger Advisors Trust, a Massachusetts business (the “Trust”), acting on behalf of its series listed in Schedule A. The terms “Trust” or “Fund” are used to refer to Wanger Advisors Trust or its series, as context requires.
INVESTMENT ADVISORY AGREEMENT between Wanger Advisors Trust and Wanger Asset Management, L.P. for WANGER U.S. SMALL-CAP ADVISORInvestment Advisory Agreement • April 29th, 1998 • Wanger Advisors Trust
WITNESSETH:Underwriting Agreement • April 10th, 2002 • Wanger Advisors Trust • Massachusetts
FORM OF ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • April 23rd, 2010 • Wanger Advisors Trust • Illinois
This Administrative Services Agreement (the “Agreement”), dated as of May 1, 2010, is by and between Columbia Wanger Asset Management, LLC (the “Administrator”), a Delaware limited partnership, and Wanger Advisors Trust, a Massachusetts business (the “Trust”), acting on behalf of its series listed in Schedule A. The terms “Trust” or “Fund” are used to refer to Wanger Advisors Trust or its series, as context requires.
FUND PARTICIPATION AGREEMENT Among RIVERSOURCE LIFE INSURANCE CO. OF NEW YORK WANGER ADVISORS TRUST COLUMBIA WANGER ASSET MANAGEMENT, L.P. And COLUMBIA MANAGEMENT DISTRIBUTORS, INC.Fund Participation Agreement • April 16th, 2007 • Wanger Advisors Trust • Massachusetts
· RIVERSOURCE LIFE INSURANCE CO. OF NEW YORK (the “Company”), organized under the laws of the State of New York on its own behalf and on behalf of each of its separate accounts named in Schedule A to this Agreement, as may be amended from time to time (each account referred to as an “Account”);
UNDERWRITING AGREEMENT BETWEEN WANGER ADVISORS TRUST AND COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.Underwriting Agreement • April 25th, 2011 • Wanger Advisors Trust • Massachusetts
THIS UNDERWRITING AGREEMENT (“Agreement”), is made as of May 1, 2010 by and between Wanger Advisors Trust, a business trust organized and existing under the laws of the Commonwealth of Massachusetts (the “Trust”), on behalf of each series of the Trust listed on Schedule I (each, a “Fund” and collectively, the “Funds”), and Columbia Management Investment Distributors, Inc., a corporation organized and existing under the laws of the state of Delaware (hereinafter called the “Distributor”).
CWAM LETTERHEAD] April 30, 2016Fee Waiver Agreement • April 29th, 2016 • Wanger Advisors Trust
DISTRIBUTION AGREEMENT BETWEEN WANGER ADVISORS TRUST AND WAM BROKERAGE SERVICES, L.L.C.Distribution Agreement • April 29th, 1998 • Wanger Advisors Trust
Amendment No. 7 to Securities Lending Agency AgreementSecurities Lending Agency Agreement • April 30th, 2018 • Wanger Advisors Trust
This Amendment No. 7 (“Amendment No. 7”) to the Securities Lending Agency Agreement dated as of September 2, 2008, as amended, between Columbia Acorn Trust and Wanger Advisors Trust (each a “Trust” and together the “Trusts”) on behalf of their respective portfolio series (each, a “Fund” and together the “Funds”) and Goldman Sachs Bank USA (formerly, The Goldman Sachs Trust Company), doing business as Goldman Sachs Agency Lending (“GSAL”), (the “Agreement”) is entered into as of January 1, 2018 by and between each Trust and GSAL. Capitalized terms not defined herein shall have the meaning ascribed to them in the Agreement.
BELL, BOYD & LLOYD LLC -------------------------------------------------------- ------------------------ 70 West Madison Street, Suite 3100 o Chicago, Illinois 60602-4207 312.372.1121 o Fax 312.827.8000 April 20, 2006Consent Agreement • April 20th, 2006 • Wanger Advisors Trust
As counsel for Wanger Advisors Trust (the "Registrant"), we consent to the incorporation by reference of our opinion for the Registrant's series designated Wanger U.S. Smaller Companies (formerly named Wanger U.S. Small Cap) and Wanger International Small Cap dated April 27, 1998, filed with the Registrant's registration statement on Form N-1A on April 29, 1998, and our opinion for the Registrant's series designated Wanger Select (formerly named Wanger Twenty) and Wanger International Select (formerly named Wanger Foreign Forty) dated September 30, 1998, filed with the Registrant's registration statement on Form N-1A on September 30, 1998 (Securities Act file no. 33-83548).
FIDELITY BOND ALLOCATION AGREEMENTFidelity Bond Allocation Agreement • November 17th, 2008 • Wanger Advisors Trust • Delaware
COLUMBIA ACORN TRUST, a Massachusetts business trust registered under the Investment Company Act of 1940 as an open-end diversified management investment company (“Acorn”), WANGER ADVISORS TRUST, a Massachusetts business trust registered under the Investment Company Act of 1940 as an open-end diversified management investment company (“WAT”), COLUMBIA WANGER ASSET MANAGEMENT, L.P., a Delaware limited partnership and investment adviser to Acorn and WAT (“CWAM”), COLUMBIA MANAGEMENT DISTRIBUTORS, INC., a Massachusetts corporation (“CMDI”), and COLUMBIA MANAGEMENT SERVICES, INC., a Massachusetts corporation (“CMSI”) (each an “Insured” and collectively, the “Insureds”) agree:
COLUMBIA THREADNEEDLE/CWAM LETTERHEAD] May 1, 2019Fee Waiver Agreement • April 30th, 2019 • Wanger Advisors Trust
AMENDMENT NO. 1 TO THE ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • April 28th, 2017 • Wanger Advisors Trust • Illinois
This Amendment No. 1 (the “Amendment”), dated as of September 21, 2016, to the Administrative Services Agreement, dated as of May 1, 2010 (the “Agreement”), is by and between Wanger Advisors Trust, a Massachusetts business trust (the “Trust”), and Columbia Wanger Asset Management, LLC, a Delaware limited liability company (the “Administrator”).
