AMENDMENT TO SERVICE AGREEMENT
Exhibit (h)(5)(iv)
AMENDMENT TO SERVICE AGREEMENT
This Amendment to the Service Agreement (this “Amendment”) is entered into and effective as of the 30th day of April, 2021, amending that certain Service Agreement effective January 1, 2008, as such may have been amended and modified in writing (the “Agreement”) by and among State Street Bank and Trust Company (the “Service Provider”), Pacific Life Fund Advisors LLC (the “Adviser”), Pacific Life Insurance Company (the “Administrator”) and Pacific Select Fund (the “Fund”, and together with the Adviser, the Administrator and the Services Provider, the “Parties”, and each a “Party”).
WHEREAS, the Parties wish to amend the Agreement as set forth below.
NOW, THEREFORE, in further consideration of the premises and mutual covenants contained herein and other good and valuable consideration, the receipt and adequacy of which are hereby acknowledged, the Parties hereto agree as follows:
1. Amendment to Schedule A in the Agreement. The Parties hereby delete Schedule A of the Agreement in its entirety and replace it with Schedule A attached hereto, effective as of the date hereof, which may be supplemented or modified by the Parties from time to time in writing, which upon execution and delivery shall form a part of the Agreement.
2. Governing Law. This Amendment shall be governed by and construed in accordance with the laws of the State of New York, without giving effect to the conflict of laws provisions thereof.
3. One Agreement. Except as amended herein, no other terms or provisions of the Agreement are amended or modified by this Amendment. Upon the execution of this Amendment, this Amendment and the Agreement shall form one agreement.
4. Counterparts. This Amendment may be executed in several counterparts, each of which shall be deemed to be an original, and all such counterparts taken together shall constitute one and the same Amendment. Counterparts may be executed in either original or electronically transmitted form (e.g., faxes or emailed portable document format (PDF) form), and the Parties hereby adopt as original any signatures received via electronically transmitted form.
5. Defined Terms. Terms used but not defined herein shall have meaning ascribed to them in the Agreement.
[Remainder of Page Intentionally Left Blank]
Information Classification: Limited Access
IN WITNESS WHEREOF, this Amendment has been executed for and on behalf of the undersigned as of the day and year first written above.
| State Street Bank and Trust Company | ||
| By: | /s/ Xxxxxxx X. Xxxxxx | |
| Name: | Xxxxxxx X. Xxxxxx | |
| Title: | Managing Director | |
| Pacific Life Insurance Company | ||
| By: | /s/ Xxxxxx X. Xxxxxxxx | |
| Name: Xxxxxx X. Xxxxxxxx | ||
| Title: Senior Vice President | ||
| Pacific Life Fund Advisors LLC | ||
| By: | /s/ Xxxxxx X. Xxxxxxxx | |
| Name: Xxxxxx X. Xxxxxxxx | ||
| Title: Senior Vice President | ||
| Pacific Select Fund | ||
| By: | /s/ Xxxxxx X. Xxxxxxxx | |
| Name: Xxxxxx X. Xxxxxxxx | ||
| Title: Senior Vice President | ||
Information Classification: Limited Access
2
SCHEDULE A
LIST OF PORTFOLIOS COMPRISING PACIFIC SELECT FUND
Effective as of April 30th, 2021
U.S. Fixed Income Portfolios
| INFLATION MANAGED PORTFOLIO |
| MANAGED BOND PORTFOLIO |
| HIGH YIELD BOND PORTFOLIO |
| SHORT DURATION BOND PORTFOLIO |
| DIVERSIFIED BOND PORTFOLIO |
| FLOATING RATE INCOME PORTFOLIO |
| CORE INCOME PORTFOLIO |
| INTERMEDIATE BOND PORTFOLIO |
U.S. Equity Portfolios
| SMALL CAP EQUITY PORTFOLIO |
| MAIN STREET CORE PORTFOLIO |
| EQUITY INDEX PORTFOLIO |
| GROWTH PORTFOLIO |
| SMALL CAP GROWTH PORTFOLIO |
| SMALL CAP INDEX PORTFOLIO |
| MID CAP EQUITY PORTFOLIO |
| LARGE CAP VALUE PORTFOLIO |
| DIVIDEND GROWTH PORTFOLIO |
| FOCUSED GROWTH PORTFOLIO |
| VALUE PORTFOLIO (formerly named Xxxxxxxx Portfolio) |
| LARGE CAP GROWTH PORTFOLIO |
| SMALL CAP VALUE PORTFOLIO |
| MID CAP GROWTH PORTFOLIO |
| MID CAP VALUE PORTFOLIO |
| VALUE ADVANTAGE PORTFOLIO |
| HEDGED EQUITY PORTFOLIO |
Sector Portfolios
| REAL ESTATE PORTFOLIO |
| HEALTH SCIENCES PORTFOLIO |
| TECHNOLOGY PORTFOLIO |
Pacific Dynamix Underlying Portfolios
| PD AGGREGATE BOND INDEX PORTFOLIO |
Information Classification: Limited Access
3
| PD HIGH YIELD BOND MARKET PORTFOLIO |
| PD LARGE CAP GROWTH INDEX PORTFOLIO |
| PD LARGE CAP VALUE INDEX PORTFOLIO |
| PD SMALL CAP GROWTH INDEX PORTFOLIO |
| PD SMALL CAP VALUE INDEX PORTFOLIO |
| PD INTERNATIONAL LARGE CAP INDEX PORTFOLIO (formerly named PD International Large Cap Portfolio) |
| PD EMERGING MARKETS INDEX PORTFOLIO (formerly named PD Emerging Markets Portfolio) |
| PD 1-3 YEAR CORPORATE BOND PORTFOLIO |
| PD MID-CAP INDEX PORTFOLIO |
Non U.S. Fixed Income Portfolios
| EMERGING MARKET DEBT PORTFOLIO |
Non U.S. Equity Portfolios
| INTERNATIONAL VALUE PORTFOLIO |
| EMERGING MARKETS PORTFOLIO |
| INTERNATIONAL LARGE-CAP PORTFOLIO |
| INTERNATIONAL SMALL CAP PORTFOLIO |
Asset Allocation/Balanced Portfolios
| ESG DIVERSIFIED PORTFOLIO |
| PD CONSERVATIVE GROWTH PORTFOLIO |
| PD MODERATE GROWTH PORTFOLIO |
| PD GROWTH PORTFOLIO |
| PORTFOLIO OPTIMIZATION CONSERVATIVE PORTFOLIO |
| PORTFOLIO OPTIMIZATION MODERATE CONSERVATIVE PORTFOLIO |
| PORTFOLIO OPTIMIZATION MODERATE PORTFOLIO |
| PORTFOLIO OPTIMIZATION GROWTH PORTFOLIO |
| PORTFOLIO OPTIMIZATION AGGRESSIVE GROWTH PORTFOLIO |
| DFA BALANCE ALLOCATION PORTFOLIO |
Information Classification: Limited Access
4
