AMENDMENT TO SERVICE AGREEMENT
Exhibit 99.(h)(5)(v)
AMENDMENT TO SERVICE AGREEMENT
This Amendment to the Service Agreement (this “Amendment”) is entered into as of the 22nd day of September, 2022 and effective as of the 1st day of November , 2022, 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]
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: Xxxxxxx X. Xxxxxx | |
Name: Xxxxxxx X. Xxxxxx | |
Title: Senior Managing Director | |
Pacific Life Insurance Company | |
By: Xxxxxx X. Xxxxxxxx | |
Name: Xxxxxx X. Xxxxxxxx | |
Title: Senior Vice President | |
Pacific Life Fund Advisors LLC | |
By: Xxxxxx X. Xxxxxxxx | |
Name: Xxxxxx X. Xxxxxxxx | |
Title: Senior Vice President | |
Pacific Select Fund | |
By: Xxxxxx X. Xxxxxxxx | |
Name: Xxxxxx X. Xxxxxxxx | |
Title: Senior Vice President |
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SCHEDULE A
LIST OF PORTFOLIOS COMPRISING PACIFIC SELECT FUND
Effective as of November 1st, 2022
U.S. Fixed Income Portfolios
CORE INCOME PORTFOLIO |
DIVERSIFIED BOND PORTFOLIO |
FLOATING RATE INCOME PORTFOLIO |
HIGH YIELD BOND PORTFOLIO |
INFLATION MANAGED PORTFOLIO |
INTERMEDIATE BOND PORTFOLIO |
MANAGED BOND PORTFOLIO |
SHORT DURATION BOND PORTFOLIO |
U.S. Equity Portfolios
DIVIDEND GROWTH PORTFOLIO |
EQUITY INDEX PORTFOLIO |
FOCUSED GROWTH PORTFOLIO |
GROWTH PORTFOLIO |
HEDGED EQUITY PORTFOLIO |
LARGE CAP CORE PORTFOLIO (formerly named Main Street Core Portfolio) |
LARGE CAP GROWTH PORTFOLIO |
LARGE CAP VALUE PORTFOLIO |
MAIN STREET CORE PORTFOLIO |
MID CAP EQUITY PORTFOLIO |
MID CAP GROWTH PORTFOLIO |
MID CAP VALUE PORTFOLIO |
SMALL CAP EQUITY PORTFOLIO |
SMALL CAP GROWTH PORTFOLIO |
SMALL CAP INDEX PORTFOLIO |
SMALL CAP VALUE PORTFOLIO |
VALUE ADVANTAGE PORTFOLIO |
VALUE PORTFOLIO |
Sector Portfolios
HEALTH SCIENCES PORTFOLIO |
REAL ESTATE PORTFOLIO |
TECHNOLOGY PORTFOLIO |
Pacific Dynamix Underlying Portfolios
PD 1-3 YEAR CORPORATE BOND PORTFOLIO |
PD AGGREGATE BOND INDEX PORTFOLIO |
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PD EMERGING MARKETS INDEX PORTFOLIO |
PD HIGH YIELD BOND MARKET PORTFOLIO |
PD INTERNATIONAL LARGE CAP INDEX PORTFOLIO |
PD LARGE CAP GROWTH INDEX PORTFOLIO |
PD LARGE CAP VALUE INDEX PORTFOLIO |
PD MID-CAP INDEX PORTFOLIO |
PD SMALL CAP GROWTH INDEX PORTFOLIO |
PD SMALL CAP VALUE INDEX PORTFOLIO |
Non U.S. Fixed Income Portfolios
EMERGING MARKETS DEBT PORTFOLIO
Non U.S. Equity Portfolios
EMERGING MARKETS PORTFOLIO |
INTERNATIONAL GROWTH PORTFOLIO |
INTERNATIONAL LARGE-CAP PORTFOLIO |
INTERNATIONAL SMALL CAP PORTFOLIO |
INTERNATIONAL VALUE PORTFOLIO |
Asset Allocation/Balanced Portfolios
ESG DIVERSIFIED PORTFOLIO |
ESG DIVERSIFIED GROWTH PORTFOLIO |
PACIFIC DYNAMIX – CONSERVATIVE GROWTH PORTFOLIO |
PACIFIC DYNAMIX – MODERATE GROWTH PORTFOLIO |
PACIFIC DYNAMIX – GROWTH PORTFOLIO |
PORTFOLIO OPTIMIZATION CONSERVATIVE PORTFOLIO |
PORTFOLIO OPTIMIZATION MODERATE CONSERVATIVE PORTFOLIO |
PORTFOLIO OPTIMIZATION MODERATE PORTFOLIO |
PORTFOLIO OPTIMIZATION GROWTH PORTFOLIO |
PORTFOLIO OPTIMIZATION AGGRESSIVE GROWTH PORTFOLIO |
PSF AVANTIS BALANCED ALLOCATION PORTFOLIO (formerly named PSF DFA Balanced Allocation Portfolio) |
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