FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 18th, 2016 • Jpmorgan Insurance Trust • New York
Contract Type FiledApril 18th, 2016 Company JurisdictionThis Fund Participation Agreement (the “Agreement”), effective as of October 1, 2015 is made by and among Jefferson National Life Insurance Company of New York (“Company”), JPMorgan Insurance Trust (the “Trust”), the Trust’s investment advisor, J. P. Morgan Investment Management Inc. (the “Adviser”), and the Trust’s administrator, JPMorgan Funds Management, Inc. (the “Administrator”).
JOINDER AND AMENDMENT TO AMENDED AND RESTATED GLOBAL CUSTODY AND FUND ACCOUNTING AGREEMENTAccounting Agreement • April 18th, 2016 • Jpmorgan Insurance Trust • New York
Contract Type FiledApril 18th, 2016 Company JurisdictionTHIS JOINDER AND AMENDMENT to the Amended and Restated Global Custody and Fund Accounting Agreement by and between JPMorgan Chase Bank, N.A. (the “Bank”) and each of the Trusts listed on Schedule A thereto, each acting on behalf of the portfolios listed under its name on Schedule A thereto (each, a “Fund” and collectively the “Funds”), dated as of September 1, 2010, as amended (the “Agreement”), is made as of December 1, 2015 (the “Effective Date”), by and among each of the Bank, the Trusts, JPMorgan Trust I, on behalf of JPMorgan International Discovery Fund, and JPMorgan Trust IV, on behalf of each of the portfolios listed under its name on Schedule A hereto (each, together with JPMorgan International Discovery Fund, a “New Fund” and collectively the “New Funds”).
DISTRIBUTION SERVICES AGREEMENTDistribution Services Agreement • April 18th, 2016 • Jpmorgan Insurance Trust
Contract Type FiledApril 18th, 2016 CompanyThis Agreement is made as of April 24, 2015 by and between JPMorgan Distribution Services, Inc. (the “Distributor”) and MONY Life Insurance Company of America (the “Company”).
JPMORGAN DISTRIBUTION SERVICES, INC. JPMORGAN INSURANCE TRUST DISTRIBUTION FEE AGREEMENTInsurance Trust Distribution Fee Agreement • April 18th, 2016 • Jpmorgan Insurance Trust • Ohio
Contract Type FiledApril 18th, 2016 Company JurisdictionTHIS AGREEMENT is made as of the 1st day of October, 2015 by and between JPMorgan Distribution Services, Inc. (“JPMDS”), and Jefferson National Securities Corporation (the “Financial Intermediary”).
AMENDMENT TO DISTRIBUTION AGREEMENTDistribution Agreement • April 18th, 2016 • Jpmorgan Insurance Trust
Contract Type FiledApril 18th, 2016 CompanyTHIS AMENDMENT is made as of November 11, 2015, by and between JPMorgan Distribution Services, Inc., and the entities who are currently parties to the Distribution Agreement in place for the open-end investment companies in the J.P. Morgan Funds (the “Agreement”).
JPMORGAN DISTRIBUTION SERVICES, INC. JPMORGAN INSURANCE TRUST DISTRIBUTION FEE AGREEMENTInsurance Trust Distribution Fee Agreement • April 18th, 2016 • Jpmorgan Insurance Trust • New York
Contract Type FiledApril 18th, 2016 Company JurisdictionTHIS AGREEMENT is made as of the 21st day of August, 2015 by and between JPMorgan Distribution Services, Inc. (“JPMDS”), and Prudential Annuities Distributors, Inc. (the “Distributor”).
AMENDMENT TO ADMINISTRATION AGREEMENTAdministration Agreement • April 18th, 2016 • Jpmorgan Insurance Trust
Contract Type FiledApril 18th, 2016 CompanyTHIS AMENDMENT is made as of November 11, 2015, by and between JPMorgan Funds Management, Inc., and the entities who are currently parties to the Administration Agreement in place for certain of the open-end investment companies in the J.P. Morgan Funds (the “Agreement”).