PARTICIPATION AGREEMENT AMONG MFS VARIABLE INSURANCE TRUST MFS VARIABLE INSURANCE TRUST II ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA AND MFS FUND DISTRIBUTORS, INC.Participation Agreement • April 24th, 2013 • Allianz Life Variable Account B • Massachusetts
THIS AGREEMENT, made and entered into effective as of the 1st day of August 2012, by and among MFS VARIABLE INSURANCE TRUST, a Massachusetts business trust (the “Trust I”), MFS VARIABLE INSURANCE TRUST II, a Massachusetts business trust (the "Trust II") (Trust I and Trust II each referred to, individually, as the “Trust” and, collectively, as the “Trusts”), Allianz Life Insurance Company of North America, a Minnesota corporation (the "Company") on its own behalf and on behalf of each of the segregated asset accounts of the Company set forth in Schedule A hereto, as may be amended from time to time (the "Accounts"), and MFS Fund Distributors, Inc., a Delaware corporation (“MFD”).
PARTICIPATION AGREEMENT Among PANORAMA SERIES FUND INC, OPPENHEIMERFUNDS, INC. And ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICAParticipation Agreement • April 24th, 2013 • Allianz Life Variable Account B • New York
THIS AGREEMENT (the “Agreement”), made and entered into as of the 4th day of September, 2012 by and among Allianz Life Insurance Company of North America (hereinafter the “Company”), on its own behalf and on behalf of each separate account of the Company named in Schedule 1 to this Agreement, as may be amended from time to time by mutual consent (hereinafter collectively the “Accounts”), Panorama Series Fund Inc. (hereinafter the “Fund”) and OppenheimerFunds, Inc. (hereinafter the “Adviser”).
PARTICIPATION AGREEMENT among LEGG MASON PARTNERS VARIABLE EQUITY TRUST, LEGG MASON PARTNERS VARIABLE INCOME TRUST, LEGG MASON INVESTOR SERVICES, LLC, LEGG MASON PARTNERS FUND ADVISOR, LLC and Allianz Life Insurance Company of North AmericaParticipation Agreement • April 24th, 2013 • Allianz Life Variable Account B • New York
THIS AGREEMENT, made and entered into this 1st day of September, 2012 by and among Allianz Life Insurance Company of North America, a Minnesota corporation (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”), and Legg Mason Partners Variable Equity Trust, a Maryland Corporation and Legg Mason Partners Variable Income Trust, a Maryland Corporation (each a “Fund”, collectively the “Funds”), Legg Mason Investor Services, LLC, a Maryland limited liability company (the “Distributor”), and Legg Mason Partners Fund Advisor, LLC, a Maryland limited liability company (the “Adviser”).
PARTICIPATION AGREEMENTParticipation Agreement • April 24th, 2013 • Allianz Life Variable Account B • Maryland
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 24th, 2013 • Allianz Life Variable Account B • New York
This Agreement is entered into as of the 1stday of September, 2012, between Allianz Life Insurance Company of North America, a life insurance company organized under the laws of the State of Minnesota(“Insurance Company"), on behalf of itself and on behalf of the separate accounts set forth on Exhibit A, and each Participating Fund (as defined below).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 24th, 2013 • Allianz Life Variable Account B • New York
THIS FUND PARTICIPATION AGREEMENT ("Agreement") made as of the 1st day of August, 2012, by and between Eaton Vance Variable Trust (the "Trust"), a Massachusetts business trust, on its behalf and on behalf of each separate investment series thereof, whether existing as of the date above or established subsequent thereto, (each a "Portfolio" and collectively, the "Portfolios"), Eaton Vance Distributors, Inc. (the "Distributor"), and Allianz Life Insurance Company of North America (the "Company"), a life insurance company organized under the laws of the state of Minnesota.
RULE 22c-2 SHAREHOLDER INFORMATION AGREEMENTShareholder Information Agreement • April 24th, 2013 • Allianz Life Variable Account B
This Agreement entered into as of August 1, 2012, by and between MFS Fund Distributors, Inc. (“MFD”) and the party signing below ("Intermediary").
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 24th, 2013 • Allianz Life Variable Account B • New York
This Agreement is entered into as of the 31st day of August, 2012, by and among Allianz Life Insurance Company of North America ("Insurance Company"), a life insurance company organized under the laws of the State of Minnesota, Allianz Life Financial Services, LLC ("Contract Distributor"), LAZARD ASSET MANAGEMENT SECURITIES LLC ("Lazard"), and LAZARD RETIREMENT SERIES, INC. ("Fund"), with respect to the Fund's Portfolios and shares classes named on Schedule 1, as it may be amended from time to time (each a "Portfolio").
ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • April 24th, 2013 • Allianz Life Variable Account B • New York
Allianz Life Insurance Company of North America (the “Company”) and Legg Mason Investor Services, LLC, (“LMIS”) (the “Distributor”) mutually agree to the arrangements set forth in this Administrative Services Agreement (the “Agreement”) dated September 1, 2012.
EATON VANCE VARIABLE TRUST SHAREHOLDER SERVICING AGREEMENTShareholder Servicing Agreement • April 24th, 2013 • Allianz Life Variable Account B • Massachusetts
This SHAREHOLDER SERVICE AGREEMENT is being entered into as of the 1st day of August, 2012 between EATON VANCE VARIABLE TRUST (the "Trust"), in respect of the Shares of its Portfolios set forth on Schedule A hereto, and Allianz Life Insurance Company of North America (the "Service Organization"). In consideration of the mutual covenants hereinafter contained, it is hereby agreed by and between the parties hereto as follows:
EX-99.B8.an.Administration Services Agreement • April 24th, 2013 • Allianz Life Variable Account B
This letter sets forth the agreement (“Agreement”) between Allianz Life Insurance Company of North America (“you” or the “Company”) and the undersigned (“we” or “Price Associates”) concerning certain administration services to be provided by you, with respect to the T. Rowe Price Equity Series, Inc. (the “Fund”).
VARIABLE INSURANCE FUNDS NSCC SERVICES AMENDMENT to the PARTICIPATION AGREEMENTParticipation Agreement • April 24th, 2013 • Allianz Life Variable Account B
This Amendment (the “NSCC Services Amendment”) is effective as of the 6th day of September, 2012, between Allianz Life Insurance Company of North America (the “Company”) and T. ROWE PRICE INVESTMENT SERVICES, INC. (the “Underwriter”).
EX-99.B8.d.Shareholder Information Agreement • April 24th, 2013 • Allianz Life Variable Account B
This Agreement entered into by and between T. Rowe Price Services, Inc. (“Services”), T. Rowe Price Investment Services, Inc., (“Investment Services”) (collectively “T. Rowe Price”) and Allianz Life Insurance Company of North America (“Intermediary”) is effective upon the first purchase of T. Rowe Price Fund (“Funds”) Shares by Intermediary.
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA REVENUE SHARING AGREEMENTRevenue Sharing Agreement • April 24th, 2013 • Allianz Life Variable Account B
WHEREAS, Allianz Life Insurance Company of North America (“Company”), and OppenheimerFunds, Inc., investment adviser to certain registered, open-end investment companies that are included in the Participation Agreement referenced below (“Funds”), have previously entered into a Participation Agreement for the Panorama Series Fund, Inc. (Panorama”) on September 4, 2012, (each a “Participation Agreement”); and
ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • April 24th, 2013 • Allianz Life Variable Account B • New York
AGREEMENT effective as of the 1st day of September, 2012, by and between THE DREYFUS CORPORATION ("Dreyfus"), a New York corporation, and ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA ("Client"), a Minnesota corporation.
1st AMENDMENT TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 24th, 2013 • Allianz Life Variable Account B
WHEREAS, Allianz Life Insurance Company of North America (the “Company”), JPMorgan Insurance Trust (the “Trust”), JPMorgan Investment Management, Inc., (the “Adviser”) and JPMorgan Funds Management Inc. (the “Administrator”) have entered into a Fund Participation Agreement dated April 24, 2009 (the “Agreement”); and
LAZARD RETIREMENT SERIES, INC. SERVICING AGREEMENTServicing Agreement • April 24th, 2013 • Allianz Life Variable Account B • New York
We wish to enter into this Agreement with you for advertising, marketing and distribution and/or certain other services with respect to shares (the "Shares") of the series of Lazard Retirement Series, Inc. (the "Fund") set forth on Schedule A attached hereto, as such Schedule may be revised from time to time (each, a "Portfolio"), of which you are the principal underwriter as defined in the Investment Company Act of 1940, as amended (the "1940 Act"). We also are parties to one or more Fund Participation Agreements of even date herewith (the "Participation Agreement") among you, the Fund and us.
FUND/SERV AND NETWORKING SUPPLEMENT TO AMENDED AND RESTATED PARTICIPATION AGREEMENT BY AND AMONG ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA MFS VARIABLE INSURANCE TRUST, MFS VARIABLE INSURANCE TRUST II AND MFS FUND DISTRIBUTORS, INC.Participation Agreement • April 24th, 2013 • Allianz Life Variable Account B • New York
This Fund/SERV and Networking Supplement, dated as of August 1st, 2012 (the “Supplement”), to the Participation Agreement, dated as of August 1st, 2012, by and among Allianz Life Insurance Company of North America (the “Company”), MFS Variable Insurance Trust ("Trust I"), MFS Variable Insurance Trust II ("Trust II") (Trust I and Trust II are each referred to herein as the “Trust” and, collectively, as the “Trusts”) and MFS Fund Distributors, Inc. (“MFD”) (the “Agreement”).
AMENDMENT TO INVESTOR SERVICES AGREEMENTInvestor Services Agreement • April 24th, 2013 • Allianz Life Variable Account B
The Investor Services Agreement dated June 1, 2009 between Allianz Life Insurance Company of North America and Pacific Investment Management Company LLC is hereby amended by deleting the existing Schedule A, and inserting in lieu thereof the following:
