Common Contracts
11 similar Agreement and Plan of Reorganization contracts by MFS Variable Insurance Trust, MFS Variable Insurance Trust Ii
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • May 20th, 2015 • MFS Variable Insurance Trust Ii • Massachusetts
THIS AGREEMENT AND PLAN OF REORGANIZATION (the “Agreement”) is made this 19th day of March, 2015, by and between MFS Variable Insurance Trust, a Massachusetts business trust (“Trust I”), on behalf of MFS Investors Growth Stock Series, a segregated portfolio of assets (“series”) thereof (the “Acquired Fund”), and MFS Variable Insurance Trust II, a Massachusetts business trust (“Trust II”), on behalf of MFS Massachusetts Investors Growth Stock Portfolio, a segregated portfolio of assets (“series”) thereof (the “Surviving Fund”), each with its principal place of business at 111 Huntington Avenue, Boston, Massachusetts 02199-7618. Each of the Acquired Fund and the Surviving Fund are also referred to herein as a “Fund” and, together, as the “Funds.”
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • May 20th, 2015 • MFS Variable Insurance Trust Ii • Massachusetts
THIS AGREEMENT AND PLAN OF REORGANIZATION (the “Agreement”) is made this 19th day of March, 2015, by and between MFS Variable Insurance Trust, a Massachusetts business trust (“Trust I”), on behalf of MFS Research International Series, a segregated portfolio of assets (“series”) thereof (the “Acquired Fund”), and MFS Variable Insurance Trust II, a Massachusetts business trust (“Trust II”), on behalf of MFS Research International Portfolio, a segregated portfolio of assets (“series”) thereof (the “Surviving Fund”), each with its principal place of business at 111 Huntington Avenue, Boston, Massachusetts 02199-7618. Each of the Acquired Fund and the Surviving Fund are also referred to herein as a “Fund” and, together, as the “Funds.”
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • May 20th, 2015 • MFS Variable Insurance Trust Ii • Massachusetts
THIS AGREEMENT AND PLAN OF REORGANIZATION (the “Agreement”) is made this 19 day of March, 2015, by and between MFS Variable Insurance Trust, a Massachusetts business trust (“Trust I”), on behalf of MFS Core Equity Series, a segregated portfolio of assets (“series”) thereof (the “Acquired Fund”), and MFS Variable Insurance Trust II, a Massachusetts business trust (“Trust II”), on behalf of MFS Core Equity Portfolio, a segregated portfolio of assets (“series”) thereof (the “Surviving Fund”), each with its principal place of business at 111 Huntington Avenue, Boston, Massachusetts 02199-7618. Each of the Acquired Fund and the Surviving Fund are also referred to herein as a “Fund” and, together, as the “Funds.”
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • September 18th, 2014 • MFS Variable Insurance Trust • Massachusetts
THIS AGREEMENT AND PLAN OF REORGANIZATION (the “Agreement”) is made this 31st day of July, 2014, by and between MFS Variable Insurance Trust II, a Massachusetts business trust (“Trust II”), on behalf of MFS Utilities Portfolio, a segregated portfolio of assets (“series”) thereof (the “Acquired Fund”), and MFS Variable Insurance Trust, a Massachusetts business trust (“Trust I”), on behalf of MFS Utilities Series, a segregated portfolio of assets (“series”) thereof (the “Surviving Fund”), each with its principal place of business at 111 Huntington Avenue, Boston, Massachusetts 02199-7618. Each of the Acquired Fund and the Surviving Fund are also referred to herein as a “Fund” and, together, as the “Funds.”
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • September 18th, 2014 • MFS Variable Insurance Trust • Massachusetts
THIS AGREEMENT AND PLAN OF REORGANIZATION (the “Agreement”) is made this 31st day of July, 2014, by and between MFS Variable Insurance Trust II, a Massachusetts business trust (“Trust II”), on behalf of MFS New Discovery Portfolio, a segregated portfolio of assets (“series”) thereof (the “Acquired Fund”), and MFS Variable Insurance Trust, a Massachusetts business trust (“Trust I”), on behalf of MFS New Discovery Series, a segregated portfolio of assets (“series”) thereof (the “Surviving Fund”), each with its principal place of business at 111 Huntington Avenue, Boston, Massachusetts 02199-7618. Each of the Acquired Fund and the Surviving Fund are also referred to herein as a “Fund” and, together, as the “Funds.”
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • September 18th, 2014 • MFS Variable Insurance Trust • Massachusetts
THIS AGREEMENT AND PLAN OF REORGANIZATION (the “Agreement”) is made this 31st day of July, 2014, by and between MFS Variable Insurance Trust II, a Massachusetts business trust (“Trust II”), on behalf of MFS Value Portfolio, a segregated portfolio of assets (“series”) thereof (the “Acquired Fund”), and MFS Variable Insurance Trust, a Massachusetts business trust (“Trust I”), on behalf of MFS Value Series, a segregated portfolio of assets (“series”) thereof (the “Surviving Fund”), each with its principal place of business at 111 Huntington Avenue, Boston, Massachusetts 02199-7618. Each of the Acquired Fund and the Surviving Fund are also referred to herein as a “Fund” and, together, as the “Funds.”
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • August 30th, 2013 • MFS Variable Insurance Trust • Massachusetts
THIS AGREEMENT AND PLAN OF REORGANIZATION (the “Agreement”) is made this 8th day of August, 2013, by and between MFS Variable Insurance Trust II, a Massachusetts business trust (“Trust II”), on behalf of MFS Total Return Portfolio, a segregated portfolio of assets (“series”) thereof (the “Acquired Fund”), and MFS Variable Insurance Trust, a Massachusetts business trust (“Trust I”), on behalf of MFS Total Return Series, a segregated portfolio of assets (“series”) thereof (the “Surviving Fund”), each with its principal place of business at 111 Huntington Avenue, Boston, Massachusetts 02199-7618. Each of the Acquired Fund and the Surviving Fund are also referred to herein as a “Fund” and, together, as the “Funds.”
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • August 30th, 2013 • MFS Variable Insurance Trust Ii • Massachusetts
THIS AGREEMENT AND PLAN OF REORGANIZATION (the “Agreement”) is made this 8th day of August, 2013, by and between MFS Variable Insurance Trust, a Massachusetts business trust (“Trust I”), on behalf of MFS Strategic Income Series, a segregated portfolio of assets (“series”) thereof (the “Acquired Fund”), and MFS Variable Insurance Trust II, a Massachusetts business trust (“Trust II”), on behalf of MFS Strategic Income Portfolio, a segregated portfolio of assets (“series”) thereof (the “Surviving Fund”), each with its principal place of business at 111 Huntington Avenue, Boston, Massachusetts 02199. Each of the Acquired Fund and the Surviving Fund are also referred to herein as a “Fund” and, together, as the “Funds.”
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • August 30th, 2013 • MFS Variable Insurance Trust Ii • Massachusetts
THIS AGREEMENT AND PLAN OF REORGANIZATION (the “Agreement”) is made this 8th day of August, 2013, by and between MFS Variable Insurance Trust, a Massachusetts business trust (“Trust I”), on behalf of MFS High Income Series, a segregated portfolio of assets (“series”) thereof (the “Acquired Fund”), and MFS Variable Insurance Trust II, a Massachusetts business trust (“Trust II”), on behalf of MFS High Yield Portfolio, a segregated portfolio of assets (“series”) thereof (the “Surviving Fund”), each with its principal place of business at 111 Huntington Avenue, Boston, Massachusetts 02199-7618. Each of the Acquired Fund and the Surviving Fund are also referred to herein as a “Fund” and, together, as the “Funds.”
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • October 9th, 2012 • MFS Variable Insurance Trust • Massachusetts
THIS AGREEMENT AND PLAN OF REORGANIZATION (the "Agreement") is made this 9th day of August, 2012, by and between MFS Variable Insurance Trust II, a Massachusetts business trust ("Trust II"), on behalf of MFS Mid Cap Growth Portfolio, a segregated portfolio of assets ("series") thereof (the "Acquired Fund"), and MFS Variable Insurance Trust, a Massachusetts business trust ("Trust I"), on behalf of MFS Mid Cap Growth Series, a segregated portfolio of assets ("series") thereof (the "Surviving Fund"), each with its principal place of business at 500 Boylston Street, Boston, Massachusetts 02116. Each of the Acquired Fund and the Surviving Fund are also referred to herein as a "Fund" and, together, as the "Funds."
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • October 9th, 2012 • MFS Variable Insurance Trust • Massachusetts
THIS AGREEMENT AND PLAN OF REORGANIZATION (the "Agreement") is made this 9th day of August, 2012, by and between MFS Variable Insurance Trust II, a Massachusetts business trust ("Trust II"), on behalf of MFS Growth Portfolio, a segregated portfolio of assets ("series") thereof (the "Acquired Fund"), and MFS Variable Insurance Trust, a Massachusetts business trust ("Trust I"), on behalf of MFS Growth Series, a segregated portfolio of assets ("series") thereof (the "Surviving Fund"), each with its principal place of business at 500 Boylston Street, Boston, Massachusetts 02116. Each of the Acquired Fund and the Surviving Fund are also referred to herein as a "Fund" and, together, as the "Funds."
