INVESTMENT ADVISORY AGREEMENT FOR SUBADVISERInvestment Advisory Agreement • April 29th, 2021 • Forethought Variable Insurance Trust • Massachusetts
AGREEMENT made as of the 1st day of February, 2021 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 Wellington Research Managed Risk Portfolio (the “Fund”), and Wellington Management Company LLP (the “Subadviser”).
AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENT FOR SUBADVISERInvestment Advisory Agreement • April 29th, 2021 • Forethought Variable Insurance Trust • New York
AGREEMENT made as of the 1st day of February, 2021 and amended and restated effective May 1, 2021 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, as may be amended from time to time (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.
INVESTMENT SUBADVISORY AGREEMENTInvestment Subadvisory Agreement • April 29th, 2021 • Forethought Variable Insurance Trust • Maryland
INVESTMENT SUBADVISORY AGREEMENT, effective February 1, 2021 by and between GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC, an Indiana limited liability corporation registered as an investment advisor under the Investment Advisors Act of 1940 (the “Advisor”), and MILLIMAN FINANCIAL RISK MANAGEMENT LLC, a Delaware limited liability company (the “Subadvisor”).
INVESTMENT ADVISORY AGREEMENT FOR SUBADVISERInvestment Advisory Agreement • April 29th, 2021 • Forethought Variable Insurance Trust • New York
AGREEMENT made as of the 1st day of February, 2021, 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 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”).
UNDERWRITING AGREEMENT Between FORETHOUGHT VARIABLE INSURANCE TRUST and Global atlantic DISTRIBUTORS, LLC INDEX ATTACHED SCHEDULESUnderwriting Agreement • April 29th, 2021 • Forethought Variable Insurance Trust • Delaware
THIS UNDERWRITING AGREEMENT effective the 1st day of February, 2021, by and between FORETHOUGHT VARIABLE INSURANCE TRUST, a Delaware statutory trust having its principal office and place of business at 10 West Market Street, Suite 2300, Indianapolis, Indiana 46204 (the “Trust”), and GLOBAL ATLANTIC DISTRIBUTORS, LLC, a corporation organized and existing under the laws of the State of Delaware having its principal office and place of business at One Financial Plaza, 755 Main Street, 24th Floor, Hartford Connecticut 06103 (“GAD”).
First Amendment to Investment Subadvisory AgreementInvestment Subadvisory Agreement • April 29th, 2021 • Forethought Variable Insurance Trust
First Amendment dated February 9, 2021 to the Investment Subadvisory Agreement dated February 1, 2021 (the “Agreement”) made by and among GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC, an Indiana limited liability corporation registered as an investment advisor under the Investment Advisors Act of 1940 (the “Advisor”), and MILLIMAN FINANCIAL RISK MANAGEMENT LLC, a Delaware limited liability company (the “Subadvisor”).Capitalized terms used herein and not otherwise defined shall have the definition set out in the Agreement.
First Amendment to Investment Subadvisory AgreementInvestment Subadvisory Agreement • April 29th, 2021 • Forethought Variable Insurance Trust
First Amendment dated February 9, 2021 to the Investment Subadvisory Agreement dated February 1, 2021 (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 ADVISERS, INC. (“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 Investment Advisory Agreement for SubadviserInvestment Advisory Agreement • April 29th, 2021 • Forethought Variable Insurance Trust
First Amendment dated February 9, 2021 to the Investment Subadvisory Agreement dated February 1, 2021 (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.
FORETHOUGHT VARIABLE INSURANCE TRUST ADVISORY FEE WAIVER AGREEMENTAdvisory Fee Waiver Agreement • April 29th, 2021 • Forethought Variable Insurance Trust • Indiana
THIS ADVISORY FEE WAIVER AGREEMENT (the “Agreement”) is effective as of February 1, 2021, by and between FORETHOUGHT VARIABLE INSURANCE TRUST, a Delaware statutory trust (the “Trust”), on behalf of each fund listed in Schedule A and Schedule B, (each a “Fund” and collectively the “Funds”) each a series of the Trust, and the Advisor of such Funds, Global Atlantic Investment Advisors, LLC (the “Advisor”).
INVESTMENT ADVISORY AGREEMENT FOR SUBADVISERInvestment Advisory Agreement • April 29th, 2021 • Forethought Variable Insurance Trust • Indiana
AGREEMENT made as of the 1st day of February, 2021 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, Global Atlantic PIMCO Tactical Allocation Portfolio (the “Fund”), and Pacific Investment Management Company LLC, a Delaware limited liability company (the “Subadviser” or “PIMCO”).
FORETHOUGHT VARIABLE INSURANCE TRUST OPERATING EXPENSES LIMITATION AGREEMENTOperating Expenses Limitation Agreement • April 29th, 2021 • Forethought Variable Insurance Trust • Indiana
THIS OPERATING EXPENSES LIMITATION AGREEMENT (the “Agreement”) is effective as of the automatic termination of the Operating Expenses Limitation Agreement currently in place, by and between FORETHOUGHT VARIABLE INSURANCE TRUST, a Delaware statutory trust (the “Trust”), on behalf of each fund and in accordance with the rates 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 (the “Advisor”).
FORETHOUGHT VARIABLE INSURANCE TRUST OPERATING EXPENSES LIMITATION AGREEMENTOperating Expenses Limitation Agreement • April 29th, 2021 • Forethought Variable Insurance Trust • Indiana
THIS OPERATING EXPENSES LIMITATION AGREEMENT (the “Agreement”) is effective as of the automatic termination of the Operating Expenses Limitation Agreement currently in place, by and between FORETHOUGHT VARIABLE INSURANCE TRUST, a Delaware statutory trust (the “Trust”), on behalf of each fund and in accordance with the rates 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 (the “Advisor”).
First Amendment to Investment Subadvisory AgreementInvestment Subadvisory Agreement • April 29th, 2021 • Forethought Variable Insurance Trust
First Amendment dated February 9, 2021 to the Investment Subadvisory Agreement dated February 1, 2021 (the “Agreement”) made 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 Wellington Research Managed Risk Portfolio (the “Fund”), and Wellington Management Company LLP (the “Subadviser”). Capitalized terms used herein and not otherwise defined shall have the definition set out in the Agreement.
INVESTMENT ADVISORY AGREEMENT By and between Forethought Variable Insurance Trust and Global Atlantic Investment Advisors, LLCInvestment Advisory Agreement • April 29th, 2021 • Forethought Variable Insurance Trust • Indiana
THIS AGREEMENT dated this 1st day of February, 2021 between Forethought Variable Insurance Trust, a Delaware statutory trust (the “Trust”), and Global Atlantic Investment Advisors, LLC, an Indiana limited liability company (the “Advisor”).
INVESTMENT ADVISORY AGREEMENT FOR SUBADVISERInvestment Advisory Agreement • April 29th, 2021 • Forethought Variable Insurance Trust • Indiana
AGREEMENT made as of the 1st day of February, 2021 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”).
