FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 15th, 2016 • Lazard Retirement Series Inc • New York
This Agreement is entered into as of the ___ day of ___________, 20__, by and among _______________________________ (“Insurance Company”), a life insurance company organized under the laws of the State of ________________, _______________ (“Contract Distributor”), LAZARD ASSET MANAGEMENT SECURITIES LLC (“Lazard”), and LAZARD RETIREMENT SERIES, INC. (“Fund”), with respect to Fund’s Portfolios and shares classes named on Schedule 1, as it may be amended from time to time (each a “Portfolio”).
SERVICING AGREEMENTServicing Agreement • April 15th, 2016 • Lazard Retirement Series Inc • New York
This Agreement is made as of the date indicated on the signature page of this Agreement, by and between Lazard Asset Management Securities LLC (“Lazard”) and _______________ (“Contract Distributor”). Lazard and Contract Distributor also are parties to a Fund Participation Agreement of even date herewith (the “Participation Agreement”) among Contract Distributor, Lazard, Lazard Retirement Series, Inc. (the “Fund”) and the Insurance Company (as defined therein). Any capitalized but undefined terms herein shall have the respective meanings ascribed to them in the Participation Agreement. In addition, Lazard Asset Management LLC (“LAM”) is a party to this Agreement solely for the purposes set forth in Sections 3 and 6(a) below, and on Schedule A hereto.
LAZARD ASSET MANAGEMENT LLCLetter of Agreement • April 15th, 2016 • Lazard Retirement Series Inc
This Agreement may only be amended by agreement of the Fund and LAM to lower the net amounts shown and will terminate automatically in the event of termination of the Investment Management Agreement.
