AMENDMENT TO SERVICE AGREEMENT
Exhibit 99.(h)(5)(vi)
AMENDMENT TO SERVICE AGREEMENT
This Amendment to the Service Agreement (this “Amendment”) is entered into as of the 17th day of September, 2024 and effective as of the 15th day of October, 2024, unless otherwise noted, 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: /s/ Xxxxxx X. Xxxxx | ||
| Name: Xxxxxx X. Xxxxx | ||
| 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 | ||
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SCHEDULE A
LIST OF PORTFOLIOS COMPRISING PACIFIC SELECT FUND
Effective as of October 15, 2024
U.S. Fixed Income Portfolios
| Bond Plus Portfolio |
| 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 |
Non U.S. Fixed Income Portfolios
EMERGING MARKETS DEBT PORTFOLIO
U.S. Equity Portfolios
| DIVIDEND GROWTH PORTFOLIO |
| EQUITY INDEX PORTFOLIO |
| FOCUSED GROWTH PORTFOLIO |
| GROWTH PORTFOLIO |
| HEDGED EQUITY PORTFOLIO |
| LARGE-CAP CORE PORTFOLIO |
| LARGE-CAP GROWTH PORTFOLIO |
| LARGE-CAP PLUS BOND ALPHA PORTFOLIO |
| LARGE-CAP VALUE PORTFOLIO |
| MID-CAP PLUS BOND ALPHA PORTFOLIO (formerly named MID-CAP EQUITY PORTFOLIO; name change effective November 1, 2024) |
| MID-CAP GROWTH PORTFOLIO |
| MID-CAP VALUE PORTFOLIO |
| QQQ PLUS BOND ALPHA PORTFOLIO |
| SMALL-CAP EQUITY PORTFOLIO |
| SMALL-CAP GROWTH PORTFOLIO |
| SMALL-CAP INDEX PORTFOLIO |
| SMALL-CAP PLUS BOND ALPHA PORTFOLIO |
| SMALL-CAP VALUE PORTFOLIO |
| VALUE ADVANTAGE PORTFOLIO |
| VALUE PORTFOLIO |
International Equity Portfolios
| EMERGING MARKETS PORTFOLIO |
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| INTERNATIONAL EQUITY PLUS BOND ALPHA PORTFOLIO |
| INTERNATIONAL GROWTH PORTFOLIO |
| INTERNATIONAL LARGE-CAP PORTFOLIO |
| INTERNATIONAL SMALL-CAP PORTFOLIO |
| INTERNATIONAL VALUE PORTFOLIO |
Sector Portfolios
| HEALTH SCIENCES PORTFOLIO |
| REAL ESTATE PORTFOLIO |
| TECHNOLOGY 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 |
| PACIFIC DYNAMIX – AGGRESSIVE 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 |
Pacific Dynamix Underlying Portfolios
| PD 1-3 YEAR CORPORATE BOND PORTFOLIO |
| PD AGGREGATE BOND INDEX PORTFOLIO |
| 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 |
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