AMENDMENT NO. 7 AMENDED AND RESTATED PARTICIPATION AGREEMENT
Exhibit (13)(g)(ix)
AMENDMENT NO. 7
AMENDED AND RESTATED PARTICIPATION AGREEMENT
Amendment No. 7, dated as of July 16, 2020 (“Amendment No. 7”), to the Amended and Restated Participation Agreement, dated as of May 23, 2012, as amended (“Agreement”), by and among EQ Premier VIP Trust (formerly, AXA Premier VIP Trust) (“Trust”), Equitable Financial Life Insurance Company of America (formerly, MONY Life Insurance Company of America) and Equitable Distributors, LLC (formerly, AXA Distributors, LLC) (collectively, the “Parties”).
WHEREAS, the Parties wish to amend the Agreement to reflect the name change of AXA Distributors, LLC, AXA Equitable Funds Management Group, LLC, AXA Equitable Life Insurance Company of America and certain Portfolio names listed in Schedule A (as reflected in Section 2 below).
The Parties hereby agree to amend the Agreement as follows:
1. | All references in the Agreement to AXA Premier VIP Trust, AXA Distributors, LLC, MONY Life Insurance Company of America and AXA Equitable Funds Management Group, LLC are hereby deleted and replaced with EQ Premier VIP Trust, Equitable Distributors, LLC, Equitable Financial Life Insurance Company of America and Equitable Investment Management Group, LLC, respectively. |
2. | Portfolio Name Changes. The name of each Portfolio listed below is changed to the name set forth opposite the current name: |
Current Portfolio Name |
New Portfolio Name | |
AXA Aggressive Allocation Portfolio |
EQ/Aggressive Allocation Portfolio | |
AXA Conservative Allocation Portfolio |
EQ/Conservative Allocation Portfolio | |
AXA Conservative-Plus Allocation Portfolio |
EQ/Conservative-Plus Allocation Portfolio | |
AXA Moderate Allocation Portfolio |
EQ/Moderate Allocation Portfolio | |
AXA Moderate-Plus Allocation Portfolio |
EQ/Moderate-Plus Allocation Portfolio | |
Charter Multi-Sector Bond Portfolio |
EQ/Core Plus Bond Portfolio |
3. | Removed Portfolios. The following Portfolios of the Trust are hereby deleted in their entirety from the Agreement: CharterSM Conservative Portfolio, CharterSM Moderate Portfolio, CharterSM Moderate Growth Portfolio, CharterSM Growth Portfolio, CharterSM Aggressive Growth Portfolio, CharterSM Small Cap Growth Portfolio and CharterSM Small Cap Value Portfolio. |
4. | Schedule A. Schedule A to the Agreement, setting forth the Portfolios of the Trust on behalf of which the Trust is entering into the Agreement 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. 7 as of the date first above set forth.
EQ PREMIER VIP TRUST | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | |||||||||||
By: | /s/ Xxxxx Xxxxx |
By: | /s/ Xxxxxxx Xxxxxxxxx | |||||||||
Name: | Xxxxx Xxxxx | Name: | Xxxxxxx Xxxxxxxxx | |||||||||
Title: | Chief Financial Officer and Treasurer | Title: | Senior Vice President | |||||||||
EQUITABLE DISTRIBUTORS, LLC | ||||||||||||
By: | /s/ Xxxxxxxx X. Xxxx |
|||||||||||
Name: | Xxxxxxxx X. Xxxx | |||||||||||
Title: | Chairman of the Board, President and Chief Executive Officer |
SCHEDULE A
AMENDMENT NO. 7
AMENDED AND RESTATED PARTICIPATION AGREEMENT
EQ/Aggressive Allocation Portfolio
EQ/Conservative Allocation Portfolio
EQ/Conservative–Plus Allocation Portfolio
EQ/Moderate Allocation Portfolio
EQ/Moderate–Plus Allocation Portfolio
EQ/Core Plus Bond Portfolio
Target 2015 Allocation Portfolio
Target 2025 Allocation Portfolio
Target 2035 Allocation Portfolio
Target 2045 Allocation Portfolio
Target 2055 Allocation Portfolio