FORM OF AMENDMENT NO. XX DISTRIBUTION AGREEMENT EQ ADVISORS TRUST – EQUITABLE DISTRIBUTORS, LLC – CLASS IB SHARES
Exhibit (e)(1)(ix)
FORM OF AMENDMENT NO. XX
EQ ADVISORS TRUST – EQUITABLE DISTRIBUTORS, LLC – CLASS IB SHARES
FORM OF AMENDMENT NO. XX dated as of , 2023 (“Amendment No. XX”) to the Distribution Agreement dated as of July 16, 2020 (the “Agreement”) between EQ Advisors Trust, a Delaware statutory trust (the “Trust”), and Equitable Distributors, LLC (the “Distributor”), relating to Class IB shares.
The Trust and the Distributor agree to modify and amend the Agreement as follows:
1. | New Portfolios. Effective November , 2023, the following Portfolios are hereby added to the Agreement on the terms and conditions contained in the Agreement: |
☐ | EQ/Aggressive Allocation Portfolio |
☐ | EQ/Conservative Allocation Portfolio |
☐ | EQ/Conservative-Plus Allocation Portfolio |
☐ | EQ/Core Plus Bond Portfolio |
☐ | EQ/Moderate Allocation Portfolio |
☐ | EQ/Moderate-Plus Allocation Portfolio |
☐ | Target 2015 Allocation Portfolio |
☐ | Target 2025 Allocation Portfolio |
☐ | Target 2035 Allocation Portfolio |
☐ | Target 2045 Allocation Portfolio |
☐ | Target 2055 Allocation Portfolio |
(“New Portfolios”)
2. | Duration of Agreement for the New Portfolios. |
a. | With respect to the New Portfolios, the Agreement will continue in effect for two years after the date set forth in section 1 above and may be continued thereafter pursuant to subsection (b) below. |
b. | With respect to the New Portfolios, the Agreement shall continue in effect annually after the date specified in subsection (a) above only so long as such continuance is specifically approved at least annually by a majority of the Trustees of the Trust who are not interested persons of the Trust or Equitable Distributors and who have no direct or indirect financial interest in the distribution plan pursuant to which this Agreement has been authorized (or any agreement thereunder) (the “Independent Trustees”) by (a) persons having voting rights in respect of the Trust, by the vote stated in Section 11 of the Agreement, voted in accordance with the provisions contained in the form of Participation Agreement or any policies on conflicts adopted by the Board of Trustees, or (b) the Board of Trustees of the Trust. This Distribution Agreement may be terminated at any time, without penalty, by a majority of the Independent Trustees or by persons having voting rights in respect of the Trust by the vote stated in Section 11 of the Agreement. |
3. | Schedule A. Schedule A to the Agreement, setting forth the Portfolios of the Trust for which the Distributor is authorized to distribute Class IB shares, is hereby replaced in its entirety by Schedule A attached hereto. |
Except as modified and amended hereby, the Agreement is hereby ratified and confirmed in full force and effect in accordance with its terms.
IN WITNESS WHEREOF, the parties have executed and delivered this Amendment No. XX as of the date first set forth above.
EQ ADVISORS TRUST | EQUITABLE DISTRIBUTORS, LLC | |||||||
By: | By: | |||||||
Name: | Xxxxxxx Xxxxxxxxx | Name: | Xxxxxxxx Xxxx | |||||
Title: | Senior Vice President and Chief Investment Officer | Title: | Chairman of the Board, President and Chief Executive Officer |
SCHEDULE A
FORM OF AMENDMENT NO. XX
CLASS IB SHARES
1290 VT Convertible Securities Portfolio |
1290 VT DoubleLine Opportunistic Bond Portfolio |
1290 VT Equity Income Portfolio |
1290 VT GAMCO Mergers & Acquisitions Portfolio |
1290 VT GAMCO Small Company Value Portfolio |
1290 VT High Yield Bond Portfolio |
1290 VT Micro Cap Portfolio |
1290 VT Moderate Growth Allocation Portfolio |
1290 VT Multi-Alternative Strategies Portfolio |
1290 VT Natural Resources Portfolio |
1290 VT Real Estate Portfolio |
1290 VT Small Cap Value Portfolio |
1290 VT SmartBeta Equity ESG Portfolio |
1290 VT Socially Responsible Portfolio |
EQ/2000 Managed Volatility Portfolio |
EQ/400 Managed Volatility Portfolio |
EQ/500 Managed Volatility Portfolio |
EQ/AB Dynamic Aggressive Growth Portfolio |
EQ/AB Dynamic Growth Portfolio |
EQ/AB Dynamic Moderate Growth Portfolio |
EQ/AB Short Duration Government Bond Portfolio |
EQ/AB Small Cap Growth Portfolio |
EQ/AB Sustainable U.S. Thematic Portfolio |
EQ/Aggressive Growth Strategy Portfolio |
EQ/All Asset Growth Allocation Portfolio |
EQ/American Century Mid Cap Value Portfolio |
EQ/American Century Moderate Growth Allocation Portfolio |
EQ/Balanced Strategy Portfolio |
EQ/Capital Group Research Portfolio |
EQ/ClearBridge Large Cap Growth ESG Portfolio |
EQ/ClearBridge Select Equity Managed Volatility Portfolio |
EQ/Common Stock Index Portfolio |
EQ/Conservative Growth Strategy Portfolio |
EQ/Conservative Strategy Portfolio |
EQ/Core Bond Index Portfolio |
EQ/Emerging Markets Equity PLUS Portfolio |
EQ/Equity 500 Index Portfolio |
EQ/Fidelity Institutional AM® Large Cap Portfolio |
EQ/Franklin Moderate Allocation Portfolio |
EQ/Franklin Rising Dividends Portfolio |
EQ/Franklin Small Cap Value Managed Volatility Portfolio |
EQ/Global Equity Managed Volatility Portfolio |
EQ/Xxxxxxx Xxxxx Growth Allocation Portfolio |
EQ/Xxxxxxx Xxxxx Mid Cap Value Portfolio |
EQ/Xxxxxxx Xxxxx Moderate Allocation Portfolio |
EQ/Growth Strategy Portfolio |
EQ/Intermediate Corporate Bond Portfolio |
EQ/Intermediate Government Bond Portfolio |
EQ/International Core Managed Volatility Portfolio |
EQ/International Equity Index Portfolio |
EQ/International Managed Volatility Portfolio |
EQ/International Value Managed Volatility Portfolio |
EQ/Invesco Xxxxxxxx Portfolio |
EQ/Invesco Global Portfolio |
EQ/Invesco Global Real Assets Portfolio |
EQ/Invesco Moderate Allocation Portfolio |
EQ/Invesco Moderate Growth Allocation Portfolio |
EQ/Janus Enterprise Portfolio |
EQ/JPMorgan Growth Allocation Portfolio |
EQ/JPMorgan Growth Stock Portfolio |
EQ/JPMorgan Value Opportunities Portfolio |
EQ/Large Cap Core Managed Volatility Portfolio |
EQ/Large Cap Growth Index Portfolio |
EQ/Large Cap Growth Managed Volatility Portfolio |
EQ/Large Cap Value Index Portfolio |
EQ/Large Cap Value Managed Volatility Portfolio |
EQ/Lazard Emerging Markets Equity Portfolio |
EQ/Long-Term Bond Portfolio |
EQ/Xxxxxx Xxxxxx Growth Portfolio |
EQ/MFS International Growth Portfolio |
EQ/MFS International Intrinsic Value Portfolio |
EQ/MFS Mid Cap Focused Growth Portfolio |
EQ/MFS Technology Portfolio |
EQ/MFS Utilities Series Portfolio |
EQ/Mid Cap Index Portfolio |
EQ/Mid Cap Value Managed Volatility Portfolio |
EQ/Moderate Growth Strategy Portfolio |
EQ/Money Market Portfolio |
EQ/Xxxxxx Xxxxxxx Small Cap Growth Portfolio |
EQ/PIMCO Global Real Return Portfolio |
EQ/PIMCO Real Return Portfolio |
EQ/PIMCO Total Return ESG Portfolio |
EQ/PIMCO Ultra Short Bond Portfolio |
EQ/Quality Bond PLUS Portfolio |
EQ/Small Company Index Portfolio |
EQ/Aggressive Allocation Portfolio |
EQ/Conservative Allocation Portfolio EQ/Conservative-Plus Allocation Portfolio EQ/Core Plus Bond Portfolio EQ/Moderate Allocation Portfolio EQ/Moderate-Plus Allocation Portfolio Target 2015 Allocation Portfolio Target 2025 Allocation Portfolio Target 2035 Allocation Portfolio Target 2045 Allocation Portfolio Target 2055 Allocation Portfolio |
EQ/X. Xxxx Price Health Sciences Portfolio |
EQ/Ultra Conservative Strategy Portfolio |
EQ/Value Equity Portfolio |
EQ/Wellington Energy Portfolio |
Equitable Conservative Growth MF/ETF Portfolio |
Equitable Growth MF/ETF Portfolio |
Equitable Moderate Growth MF/ETF Portfolio |
Multimanager Aggressive Equity Portfolio |
Multimanager Core Bond Portfolio |
Multimanager Technology Portfolio |