AMENDMENT NO. 2 to INVESTOR SERVICES AGREEMENT CLASS 3 SHARES
AMENDMENT NO. 2
to
CLASS 3 SHARES
THIS AMENDMENT NO. 2, effective as of June 1, 2014, amends that certain Investor Services Agreement dated as of November 20, 2009, as amended on May 1, 2010 (the “Agreement”), by and among PACIFIC LIFE INSURANCE COMPANY, PACIFIC LIFE & ANNUITY COMPANY (each an “Insurer”, together the “Insurers”), and GE INVESTMENTS FUNDS, INC. (the “Company”).
WHEREAS, the parties hereto agree that the Insurers intend to add variable life Policies and Contracts to the Agreement that will offer Class 3 Shares of the Portfolio; and
WHEREAS, the parties hereto desire to update Schedule B to reflect additional variable life Policies and Contracts; and
WHEREAS, any capitalized terms set forth in this Amendment that are not otherwise defined herein shall have the meanings assigned to them in the Agreement.
NOW THEREFORE, the parties hereto hereby amend the Agreement as follows:
1. | Schedule B is deleted in its entirety and replaced by Schedule B attached hereto. |
2. | This Amendment shall become effective on June 1, 2014. |
[Signature Page Follows]
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IN WITNESS WHEREOF, each of the parties hereto has caused this Amendment to be executed in its name and behalf by its duly authorized representative as of the date specified above.
PACIFIC LIFE INSURANCE COMPANY | ||
PACIFIC LIFE & ANNUITY COMPANY | ||
By: /s/ Xxxx X. Xxxxxxxx | ||
Name: Xxxx X. Xxxxxxxx | ||
Title: Assistant Vice President | ||
Attest: /s/ Xxxxxxx X. Xxxx | ||
Xxxxxxx X. Xxxx, Assistant Secretary | ||
GE INVESTMENTS FUNDS, INC. | ||
By: /s/ Xxxxxx X. XxXxxxx | ||
Name: Xxxxxx X. XxXxxxx | ||
Title: President | ||
GE INVESTMENT DISTRIBUTORS, INC. | ||
By: /s/ Xxxxxxx Xxxxxxxx | ||
Name: Xxxxxxx Xxxxxxxx | ||
Title: President | ||
GE ASSET MANAGEMENT INCORPORATED | ||
By: /s/ Xxxxxx X. XxXxxxx | ||
Name: Xxxxxx X. XxXxxxx | ||
Title: Senior Vice President and | ||
Commercial Operations Leader |
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Schedule B
Variable Annuity Contracts Registered Under the Securities Act of 1933
The following Contracts are offered by both Pacific Life Insurance Company and Pacific Life &
Annuity Company unless otherwise noted below. The variable annuity contracts are:
Pacific Value
Pacific Value Edge
Pacific Voyages
Pacific Innovations*
Pacific Innovations Select
Pacific Select Variable Annuity*
Pacific One*
Pacific One Select
Pacific Portfolios
Pacific Portfolios for Chase
Pacific Journey
Pacific Odyssey
Pacific Destinations
Pacific Destinations B
Pacific Destinations O-Series
Pacific Value Select
Pacific Journey Select
Pacific Choice Variable Annuity
*These Contracts are only offered by Pacific Life Insurance Company.
Variable Life Policies Registered Under the Securities Act of 1933
The following Contracts are offered by Pacific Life Insurance Company. The variable life policies are:
Pacific Select Exec |
Pacific Select Performer 500 | |
Pacific Select Exec II |
Pacific Select Estate Maximizer | |
Pacific Select Exec III |
M’s Versatile Product VUL 10 | |
Pacific Select Exec IV |
M’s Versatile Product VUL 10 LTP | |
Pacific Select Exec V |
M’s Versatile Product VUL Survivorship 3 | |
Pacific Select Accumulator |
M’s Versatile Product IX | |
M’s Versatile Product |
Pacific Select VUL | |
M’s Versatile Product VI |
Pacific Select Survivorship VUL | |
M’s Versatile Product – Survivorship |
Pacific Select Excel Survivorship VUL | |
M’s Versatile Product VII |
Pacific Prime VUL | |
M’s Versatile Product- Survivorship II |
Pacific Select Estate Preserver III | |
M’s Versatile Product VIII |
Pacific Select Estate Preserver V | |
Pacific Select Estate Preserver |
Pacific Select Estate Preserver VI | |
Pacific Select Estate Preserver II |
Pacific Select Choice | |
Pacific Select Estate Preserver IV |
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Schedule B (continued)
The following Contracts are offered by Pacific Life & Annuity Company. The variable life policies are:
Pacific Select Exec II - NY
Pacific Select Exec III - NY
Pacific Select Exec IV - NY
Pacific Select Exec V - NY
Pacific Select Estate Preserver - NY
Unregistered Variable Life Policies
The following Contracts are offered by Pacific Life Insurance Company. The variable life policies are:
Pacific COLI Rider
Pacific COLI
Pacific COLI II
Pacific COLI III
Pacific COLI IV
Pacific COLI V
Pacific COLI VI
Pacific COLI VII
Pacific COLI VIII
Pacific COLI IX
Pacific COLI X
Pacific COLI XI
Magnastar
The following Contracts are offered by Pacific Life & Annuity Company. The variable life policies are:
Magnastar - NY
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