INVESTMENT ADVISORY AGREEMENT FOR SUBADVISERInvestment Advisory Agreement • February 7th, 2018 • Forethought Variable Insurance Trust • New York
AGREEMENT made as of the 17 day of October, 2017 by and among Global Atlantic Investment Advisors, LLC, an Indiana limited liability company (the “Investment Adviser”), Forethought Variable Insurance Trust, a Delaware statutory trust (the “Trust”), on behalf of its series, listed in Schedule A (the “Funds”), and BlackRock Investment Management, LLC (the “Sub-adviser”), a Delaware limited liability company located at 1 University Square Drive, Princeton, New Jersey 08540
AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENT FOR SUBADVISERInvestment Advisory Agreement • February 7th, 2018 • Forethought Variable Insurance Trust • New York
AGREEMENT made as of the 7th day of April, 2015 and amended and restated as of August 16, 2016 and October 6, 2017, by and among Global Atlantic Investment Advisors, LLC (formerly Forethought Investment Advisors LLC prior to March 30, 2016), an Indiana limited liability company (the “Investment Adviser”), Forethought Variable Insurance Trust, a Delaware statutory trust (the “Trust”), on behalf of each series listed in Appendix A attached hereto, as may be amended from time to time, (the “Funds”), and Goldman Sachs Asset Management, L.P. (the “Subadviser”).
AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENT FOR SUBADVISERInvestment Advisory Agreement • February 7th, 2018 • Forethought Variable Insurance Trust • Indiana
AGREEMENT made as of the 26th day of March, 2014 and amended and restated as of June 27, 2017 by and among Global Atlantic Investment Advisors, LLC (formerly Forethought Investment Advisers LLC prior to March 30, 2016), a Delaware limited liability company (the “Investment Adviser”), Forethought Variable Insurance Trust, a Delaware statutory trust (the “Trust”), on behalf of its series, Global Atlantic Franklin Dividend and Income Managed Risk Portfolio (formerly FVIT Franklin Dividend and Income Managed Risk Portfolio prior to April 29, 2016) (the “Fund”), and Franklin Advisory Services, LLC (“Franklin” or the “Subadviser”).
AMENDED AND RESTATED FORETHOUGHT VARIABLE INSURANCE TRUST OPERATING EXPENSES LIMITATION AGREEMENTForethought Variable Insurance Trust Operating Expenses Limitation Agreement • February 7th, 2018 • Forethought Variable Insurance Trust • Indiana
THIS OPERATING EXPENSES LIMITATION AGREEMENT (the “Agreement”) is effective as of the 10th day of September, 2013, as amended through November 24, 2017 by and between FORETHOUGHT VARIABLE INSURANCE TRUST, a Delaware statutory trust (the “Trust”), on behalf of each fund listed in Appendix A, (each a “Fund” and collectively the “Funds”) each a series of the Trust, and the Advisor of such Funds, Global Atlantic Investment Advisors, LLC (formerly, Forethought Investment Advisors, LLC prior to March 30, 2016) (the “Advisor”).
First Amendment to Amended and Restated Investment Subadvisory AgreementInvestment Subadvisory Agreement • February 7th, 2018 • Forethought Variable Insurance Trust
First Amendment to the Investment Subadvisory Agreement dated March 26, 2014 and amended and restated effective as of June 27, 2017 (the “Agreement”) made between GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC (the “Advisor”), an Indiana limited liability corporation registered as an investment advisor under the Investment Advisors Act of 1940, Forethought Variable Insurance Trust, a Delaware statutory trust (the “Trust”), on behalf of its series, Global Atlantic Franklin Dividend and Income Managed Risk Portfolio and FRANKLIN ADVISORY SERVICES, LLC (“Franklin” or the “Subadvisor”). Capitalized terms used herein and not otherwise defined shall have the definition set out in the Agreement.
Amendment No. 1 to Amended and Restated Investment Advisory Agreement for SubadviserForethought Variable Insurance Trust • February 7th, 2018
First Amendment to the Amended and Restated Investment Subadvisory Agreement dated April 7, 2015 and amended and restated August 16, 2016 and October 6, 2017 (the “Agreement”) made by and among Global Atlantic Investment Advisors, LLC (the “Investment Adviser”), an Indiana limited liability company, Forethought Variable Insurance Trust, a Delaware statutory trust (the “Trust”), on behalf of its series listed in Appendix A to the Agreement, and Goldman Sachs Asset Management, L.P. (the “Subadviser”). Capitalized terms used herein and not otherwise defined shall have the definition set out in the Agreement.
AMENDED AND RESTATED FORETHOUGHT VARIABLE INSURANCE TRUST OPERATING EXPENSES LIMITATION AGREEMENTForethought Variable Insurance Trust Operating Expenses Limitation Agreement • February 7th, 2018 • Forethought Variable Insurance Trust • Indiana
THIS OPERATING EXPENSES LIMITATION AGREEMENT (the “Agreement”) is effective as of the 10th day of September, 2013, as amended and restated on May 18, 2017, effective July 5, 2017, by and between FORETHOUGHT VARIABLE INSURANCE TRUST, a Delaware statutory trust (the “Trust”), on behalf of each fund listed in Appendix A, (each a “Fund” and collectively the “Funds”) each a series of the Trust, and the Advisor of such Funds, Global Atlantic Investment Advisors, LLC (formerly Forethought Investment Advisors, LLC prior to March 30, 2016) (the “Advisor”).
First Amendment to Amended and Restated Investment Subadvisory AgreementInvestment Subadvisory Agreement • February 7th, 2018 • Forethought Variable Insurance Trust
First Amendment to the Investment Subadvisory Agreement dated January 2, 2014 and amended and restated effective as of August 16, 2016 (the “Agreement”) made between GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC (the “Advisor”), an Indiana limited liability corporation registered as an investment advisor under the Investment Advisors Act of 1940 and MILLIMAN FINANCIAL RISK MANAGEMENT LLC (the “Subadvisor”), a Delaware limited liability company. Capitalized terms used herein and not otherwise defined shall have the definition set out in the Agreement.
INVESTMENT ADVISORY AGREEMENT FOR SUBADVISERInvestment Advisory Agreement for Subadviser • February 7th, 2018 • Forethought Variable Insurance Trust • Indiana
AGREEMENT made as of the 12th day of June, 2017 and effective July 1, 2017, by and among Global Atlantic Investment Advisors, LLC, a Delaware limited liability company (the “Investment Adviser”), Forethought Variable Insurance Trust, a Delaware statutory trust (the “Trust”), on behalf of its series, Global Atlantic Franklin Dividend and Income Managed Risk Portfolio (the “Fund”), and Franklin Advisers, Inc. (“Franklin” or “Subadviser”).
AMENDMENT NO. 1 TO FUND SERVICES AGREEMENTFund Services Agreement • February 7th, 2018 • Forethought Variable Insurance Trust
THIS AMENDMENT NO. 1 TO FUND SERVICES AGREEMENT (this “Amendment”) effective as of January 1, 2018, by and among Forethought Variable Insurance Trust, a statutory trust organized under the laws of the State of Delaware (the “Trust”), and Gemini Fund Services, LLC, a Nebraska limited liability company (“Gemini”).
Amendment No. 1 to Investment Advisory Agreement for SubadviserInvestment Advisory Agreement • February 7th, 2018 • Forethought Variable Insurance Trust
First Amendment to the Investment Subadvisory Agreement dated October 17, 2017 (the “Agreement”) made by and among GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC (the “Investment Adviser”), an Indiana limited liability company, Forethought Variable Insurance Trust, a Delaware statutory trust (the “Trust”), on behalf of its series listed in Schedule A to the Agreement, and BLACKROCK INVESTMENT MANAGEMENT, LLC (the “Subadviser”), a Delaware limited liability company. Capitalized terms used herein and not otherwise defined shall have the definition set out in the Agreement.
Amendment No. 2 Amendment to Investment Advisory Agreement for SubadviserInvestment Advisory Agreement • February 7th, 2018 • Forethought Variable Insurance Trust
Second Amendment to the Investment Subadvisory Agreement dated September 29, 2016 (the “Agreement”) made by and among GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC (the “Investment Adviser”), an Indiana limited liability company, Forethought Variable Insurance Trust, a Delaware statutory trust (the “Trust”), on behalf of its series listed in Schedule A to the Agreement, and BLACKROCK FINANCIAL MANAGEMENT, INC (the “Subadviser”), a Delaware corporation. Capitalized terms used herein and not otherwise defined shall have the definition set out in the Agreement.
Amendment No. 1 to Investment Advisory Agreement for SubadviserInvestment Advisory Agreement • February 7th, 2018 • Forethought Variable Insurance Trust
Amendment No. 1 dated October 6, 2017 to the Investment Advisory Agreement for Subadviser dated September 29, 2016 (the “Agreement”) made by and among GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC (the “Investment Adviser”), an Indiana limited liability company, Forethought Variable Insurance Trust, a Delaware statutory trust (the “Trust”), on behalf of its series listed in Schedule A to the Agreement, and BLACKROCK FINANCIAL MANAGEMENT, INC (the “Subadviser”), a Delaware corporation. Capitalized terms used herein and not otherwise defined shall have the definition set out in the Agreement.
Amendment No. 1 to Amended and Restated Investment Advisory Agreement for SubadviserInvestment Advisory Agreement • February 7th, 2018 • Forethought Variable Insurance Trust
This First Amendment to the Amended and Restated Investment Advisory Agreement for Subadviser (this “Amendment”) effective November 24, 2017 (the “Effective Date”), is made by and among Global Atlantic Investment Advisors, LLC, an Indiana limited liability company (the “Investment Adviser”), Forethought Variable Insurance Trust, a Delaware statutory trust (the “Trust”), on behalf of its series listed in Schedule A to the Agreement (as defined below) (each a “Fund” and together, the “Funds”), and Wilshire Associates Incorporated, a California corporation (the “Sub-adviser”). Capitalized terms used herein and not otherwise defined shall have the definition set out in the Agreement.
