FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 25th, 2014 • Separate Account I of Integrity Life Insurance Co • New York
Integrity Life Insurance Company (“Insurance Company”), an Ohio domiciled insurance company for itself and on behalf of one or more separate accounts of the Insurance Company (“Separate Accounts”), American Funds Distributors, Inc. (“AFD”), a California corporation, American Funds Service Company (“Transfer Agent”), a California corporation, Capital Research and Management Company (“CRMC”), a Delaware corporation, and the American Funds Insurance Series (the “Series”), an open-end investment company for which AFD, CRMC and Transfer Agent provide services and which is divided into funds (hereinafter collectively called the “Funds” and, individually, a “Fund”), for good and valuable consideration, hereby agree on this 13th day of December 2013, that Class 4 shares of the Funds (“Class 4 Shares”) and Class P2 shares of the Funds (“Class P2 Shares” and together with Class 4 Shares, the “shares”) shall be made available to serve as underlying investment media for certain variable annuity co
Amendment No. 6 to Participation Agreement Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. Integrity Life Insurance Company Touchstone Securities, Inc.Participation Agreement • April 25th, 2014 • Separate Account I of Integrity Life Insurance Co
Franklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin/Templeton Distributors, Inc. (the “Underwriter,” and together with the Trust, “we,” “our,” or “us”), Integrity Life Insurance Company, and Touchstone Securities, Inc., your distributor (collectively, the “Company” “you” or “your”), on your behalf and on behalf of certain Accounts, (individually a “Party”, collectively, the “Parties”) have previously entered into a Participation Agreement dated January 6, 2003, and subsequently amended May 3, 2004, January 1, 2006, May 1, 2007, November 5, 2007 and November 29, 2010 (the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”). Unless otherwise indicated, the terms defined in the Agreement shall have the same meaning in this Amendment.
BUSINESS AGREEMENTBusiness Agreement • April 25th, 2014 • Separate Account I of Integrity Life Insurance Co • New York
THIS AGREEMENT is entered into as of the 13th day of December 2013 (the “Effective Date”) by and among Integrity Life Insurance Company (“Insurance Company”), a life insurance company organized under the laws of the State of Ohio (on behalf of itself and certain of its separate accounts); Touchstone Securities, Inc. (the “Distributor”), a corporation organized under the laws of the State of Nebraska; American Funds Distributors, Inc. (“AFD”), a corporation organized under the laws of the State of California; and Capital Research and Management Company (“CRMC”), a corporation organized under the laws of the State of Delaware.
AMERICAN FUNDS RULE 22c-2 AGREEMENTAmerican Funds Rule 22c-2 Agreement • April 25th, 2014 • Separate Account I of Integrity Life Insurance Co
This Agreement is entered into as of the 13th day of December 2013 by and between American Funds Service Company (“AFS”), transfer agent for the American Funds Insurance Series (the “Funds”) and Integrity Life Insurance Company (“Insurance Company”), a life insurance company organized under the laws of the State of Ohio.
Shareholder Information Agreement Franklin Templeton Variable Insurance Products TrustShareholder Information Agreement • April 25th, 2014 • Separate Account I of Integrity Life Insurance Co
This Shareholder Information Agreement (“Agreement”) is entered into as of April 16, 2007, and is among Franklin/Templeton Distributors, Inc. (“Distributors”) on behalf of each Fund, as defined below, and the Intermediary, as defined below. Unless otherwise specified, capitalized terms have the meaning set out under “Definitions” below.
Selling Agreement PartiesSelling Agreement • April 25th, 2014 • Separate Account I of Integrity Life Insurance Co • Ohio
This document will be referred to as the “Agreement.” The applicant may be an agent, agency or broker-dealer, but will be referred to throughout this Agreement as “Agent,” “you,” or “your.” Any person or entity whose commission or other type of compensation you receive from us to pass through to the person or entity, in full or in part, is referred to as “Subagent” and collectively as “Subagents,” whether that person or entity is an insurance agent or agency, registered representative or broker dealer.
Participation Agreement Addendum Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. Integrity Life Insurance Company Touchstone Securities, Inc.Participation Agreement • April 25th, 2014 • Separate Account I of Integrity Life Insurance Co
Franklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin/Templeton Distributors, Inc. (the “Underwriter,” and together with the Trust, “we,” “our,” or “us”), Integrity Life Insurance Company, and Touchstone Securities, Inc., your distributor (collectively, the “Company” “you” or “your”), on your behalf and on behalf of certain Accounts, (individually a “Party”, collectively, the “Parties”) have previously entered into a Participation Agreement dated January 6, 2003, as amended (the “Agreement”).
Administrative Services Agreement Franklin Templeton Services, LLC Integrity Life Insurance CompanyAdministrative Services Agreement • April 25th, 2014 • Separate Account I of Integrity Life Insurance Co • California
THIS ADMINISTRATIVE SERVICES AGREEMENT (the “Agreement”) is made as of January 6, 2003, by and between Franklin Templeton Services, LLC, as Delaware limited liability company (the “Fund Administrator”) and Integrity Life Insurance Company, an insurance company organized under the laws of the State of Ohio (the “Company”), concerning certain administrative services with respect to each series (“Fund” or “Funds”) of Franklin Templeton Variable Insurance Products Trust, an open-end management investment company organized as a business trust under the laws of the State of Massachusetts (the “Trust”), which Funds are specified in the Participation Agreement, as may be amended from time to time, among the Company, Touchstone Securities, Inc., an Ohio corporation, the Trust, and Franklin Templeton Distributors, Inc., a California corporation which is the principal underwriter for the Trust, among others, dated January 6, 2003 (the “Participation Agreement”).
