Common Contracts
2 similar Agreement and Plan of Reorganization contracts by Financial Investors Variable Insurance Trust
FORM OF AGREEMENT AND PLAN OF REORGANIZATION [Name of Series]Agreement and Plan of Reorganization • October 4th, 2010 • Financial Investors Variable Insurance Trust • Colorado
THIS AGREEMENT AND PLAN OF REORGANIZATION (the “Agreement”) is made as of this [ ] day of [ ], 2010, by and between Financial Investors Variable Insurance Trust, a Delaware trust (the “Acquiring Trust”), with its principal place of business at 1290 Broadway, Suite 1100, Denver, Colorado 80203, on behalf of [Ibbotson Income and Growth ETF Asset Allocation Portfolio, Ibbotson Balanced ETF Asset Allocation Portfolio, Ibbotson Growth ETF Asset Allocation Portfolio, or Ibbotson Aggressive Growth ETF Asset Allocation Portfolio] (the “Acquiring Fund”), a separate series of the Acquiring Trust, and The Phoenix Edge Series Fund, a Massachusetts business trust (the “Selling Trust”), on behalf of [the Phoenix Dynamic Asset Allocation Series: Moderate, the Phoenix Dynamic Asset Allocation Series: Moderate Growth, the Phoenix Dynamic Asset Allocation Series: Growth, or the Phoenix Dynamic Asset Allocation Series: Aggressive Growth (the “Acquired Fund”), a separate series of the Selling Trust.
FORM OF AGREEMENT AND PLAN OF REORGANIZATION [Name of Series]Agreement and Plan of Reorganization • August 25th, 2010 • Financial Investors Variable Insurance Trust • Colorado
THIS AGREEMENT AND PLAN OF REORGANIZATION (the “Agreement”) is made as of this [ ] day of [ ], 2010, by and between Financial Investors Variable Insurance Trust, a Delaware trust (the “Acquiring Trust”), with its principal place of business at 1290 Broadway, Suite 1100, Denver, Colorado 80203, on behalf of [Ibbotson Income and Growth ETF Asset Allocation Portfolio, Ibbotson Balanced ETF Asset Allocation Portfolio, Ibbotson Growth ETF Asset Allocation Portfolio, or Ibbotson Aggressive Growth ETF Asset Allocation Portfolio] (the “Acquiring Fund”), a separate series of the Acquiring Trust, and The Phoenix Edge Series Fund, a Massachusetts business trust (the “Selling Trust”), on behalf of [the Phoenix Dynamic Asset Allocation Series: Moderate, the Phoenix Dynamic Asset Allocation Series: Moderate Growth, the Phoenix Dynamic Asset Allocation Series: Growth, or the Phoenix Dynamic Asset Allocation Series: Aggressive Growth (the “Acquired Fund”), a separate series of the Selling Trust.
