INVESTMENT SUBADVISORY AGREEMENTInvestment Subadvisory Agreement • April 16th, 2021 • Brighthouse Funds Trust I • Delaware
AGREEMENT made as of this 31st day of July, 2020 by and between Western Asset Management Company, LLC, a California limited liability company (the “Subadviser”), and Brighthouse Investment Advisers, LLC, a Delaware limited liability company (the “Adviser”).
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 16th, 2021 • Brighthouse Funds Trust I • Delaware
WHEREAS, the Adviser serves as investment manager of Brighthouse Funds Trust I (the “Trust”), a Delaware statutory trust which has filed a registration statement (the “Registration Statement”) under the Investment Company Act of 1940, as amended (the “1940 Act”), and the Securities Act of 1933, as amended (the “1933 Act”), pursuant to a management agreement dated as of August 4, 2017, as amended from time to time (the “Management Agreement”); and
JOINT MANAGEMENT FEE WAIVER AGREEMENTJoint Management Fee Waiver Agreement • April 16th, 2021 • Brighthouse Funds Trust I
JOINT MANAGEMENT FEE WAIVER AGREEMENT, effective as of April 30, 2021 (“Agreement”), by and between Brighthouse Investment Advisers, LLC (the “Adviser”), Brighthouse Funds Trust I (“BHFT I”) and Brighthouse Funds Trust II (“BHFT II”) (each, a “Trust” and collectively, the “Trusts”) on behalf of each series of the Trusts listed in this Agreement (each, a “Portfolio,” and collectively, the “Portfolios”).
AMENDMENT TO PARTICIPATION AGREEMENTSBrighthouse Funds Trust I • April 16th, 2021
METROPOLITAN LIFE INSURANCE COMPANY (the “Company”) on behalf of itself and certain of its separate accounts (the “Accounts”); BRIGHTHOUSE FUNDS TRUST I (the “Fund”); BRIGHTHOUSE INVESTMENT ADVISERS, LLC (the “Adviser”) and BRIGHTHOUSE SECURITIES, LLC (the “Underwriter”) entered into a participation agreement dated March 6, 2017, as amended, (the “Agreement”). This Amendment (the “Amendment”) to the Agreements is entered into as of January 1, 2021 by and among the Company on its own behalf and on behalf of each Account of the Company as set forth in the Agreement, the Fund, the Adviser and the Underwriter (“the Parties”). All capitalized terms used herein and not otherwise defined shall have the meaning ascribed to such terms in the Agreement.
AMENDMENT TO INVESTMENT SUBADVISORY AGREEMENTInvestment Subdvisory Agreement • April 16th, 2021 • Brighthouse Funds Trust I
This Amendment No. 2 to the Investment Subdvisory Agreement (the “Agreement”) dated August 4, 2017, by and between Brighthouse Investment Advisers, LLC (the “Adviser”) and Franklin Templeton Distributors, Inc. (the “Subadviser”) with respect to Brighthouse/Franklin Low Duration Total Return Portfolio, a series of Brighthouse Funds Trust I, is entered into effective as of December 1, 2020.
BRIGHTHOUSE FUNDS TRUST I AMENDMENT NO. 2 TO THE INVESTMENT SUBADVISORY AGREEMENT (BlackRock Global Tactical Strategies Portfolio)Investment Subadvisory Agreement • April 16th, 2021 • Brighthouse Funds Trust I
This Amendment No.2 to the Investment Subadvisory Agreement (the “Agreement”) dated August 4, 2017, by and between Brighthouse Investment Advisers, LLC (the “Adviser”) and BlackRock Financial Management, Inc. (the “Subadviser”) with respect to BlackRock Global Tactical Strategies Portfolio, a series of Brighthouse Funds Trust I, is entered into effective as of January 1, 2021.
BRIGHTHOUSE FUNDS TRUST I AMENDMENT NO. 2 TO THE INVESTMENT ADVISORY AGREEMENT (Harris Oakmark International Portfolio)Investment Advisory Agreement • April 16th, 2021 • Brighthouse Funds Trust I
This Amendment No. 2 to the Investment Advisory Agreement (the “Agreement”) dated August 4, 2017, by and between Brighthouse Investment Advisers, LLC (the “Adviser”) and Harris Associates L.P. (the “Subadviser”) with respect to Harris Oakmark International Portfolio, a series of Brighthouse Funds Trust I, is entered into effective the 1st of October, 2020.
BRIGHTHOUSE FUNDS TRUST I AMENDMENT NO. 2 TO THE SUBADVISORY AGREEMENT (T. ROWE PRICE LARGE CAP VALUE PORTFOLIO)Subadvisory Agreement • April 16th, 2021 • Brighthouse Funds Trust I
AMENDMENT made this 1tst day of March, 2020 to the Investment Subadvisory Agreement dated August 4, 2017 (the “Agreement”), by and between Brighthouse Investment Advisers, LLC, a Delaware limited liability company (the “Adviser”), and T. Rowe Price Associates, Inc., a Maryland corporation (the “Subadviser”) with respect to the T. Rowe Price Large Cap Value Portfolio (the “Portfolio”).
BRIGHTHOUSE FUNDS TRUST I AMENDMENT NO. 1 TO THE INVESTMENT ADVISORY AGREEMENT (AB International Bond Portfolio)Investment Advisory Agreement • April 16th, 2021 • Brighthouse Funds Trust I
This Amendment No. 1 to the Investment Advisory Agreement (the “Agreement”) dated November 13, 2019, by and between Brighthouse Investment Advisers, LLC (the “Adviser”) and AllianceBernstein L.P. (the “Subadviser”) with respect to AB International Bond Portfolio, a series of Brighthouse Funds Trust I, is entered into effective as of November 1, 2020.
AMENDMENT TO PARTICIPATION AGREEMENTSBrighthouse Funds Trust I • April 16th, 2021
METROPOLITAN TOWER LIFE INSURANCE COMPANY (the “Company”) on behalf of itself and certain of its separate accounts (the “Accounts”); BRIGHTHOUSE FUNDS TRUST I (the “Fund”); BRIGHTHOUSE INVESTMENT ADVISERS, LLC (the “Adviser”) and BRIGHTHOUSE SECURITIES, LLC (the “Underwriter”) entered into a participation agreement dated March 6, 2017, as amended, (the “Agreement”). This Amendment (the “Amendment”) to the Agreements is entered into as of January 1, 2021 by and among the Company on its own behalf and on behalf of each Account of the Company as set forth in the Agreement, the Fund, the Adviser and the Underwriter (“the Parties”). All capitalized terms used herein and not otherwise defined shall have the meaning ascribed to such terms in the Agreement.
AMENDMENT TO PARTICIPATION AGREEMENTSBrighthouse Funds Trust I • April 16th, 2021
BRIGHTHOUSE LIFE INSURANCE COMPANY (the “Company”) on behalf of itself and certain of its separate accounts (the “Accounts”); BRIGHTHOUSE FUNDS TRUST I (the “Fund”); BRIGHTHOUSE INVESTMENT ADVISERS, LLC (the “Adviser”) and BRIGHTHOUSE SECURITIES, LLC (the “Underwriter”) entered into a participation agreement dated March 6, 2017, as amended, (the “Agreement”). This Amendment (the “Amendment”) to the Agreements is entered into as of January 1, 2021, by and among the Company on its own behalf and on behalf of each Account of the Company as set forth in the Agreement, the Fund, the Adviser and the Underwriter (“the Parties”). All capitalized terms used herein and not otherwise defined shall have the meaning ascribed to such terms in the Agreement.
AMENDMENT TO PARTICIPATION AGREEMENTSBrighthouse Funds Trust I • April 16th, 2021
BRIGHTHOUSE LIFE INSURANCE COMPANY OF NY (the “Company”) on behalf of itself and certain of its separate accounts (the “Accounts”); BRIGHTHOUSE FUNDS TRUST I (the “Fund”); BRIGHTHOUSE INVESTMENT ADVISERS, LLC (the “Adviser”) and BRIGHTHOUSE SECURITIES, LLC (the “Underwriter”) entered into a participation agreement dated March 6, 2017, as amended, (the “Agreement”). This Amendment (the “Amendment”) to the Agreements is entered into as of January 1, 2021, by and among the Company on its own behalf and on behalf of each Account of the Company as set forth in the Agreement, the Fund, the Adviser and the Underwriter (“the Parties”). All capitalized terms used herein and not otherwise defined shall have the meaning ascribed to such terms in the Agreement.
AMENDMENT TO PARTICIPATION AGREEMENTSBrighthouse Funds Trust I • April 16th, 2021
NEW ENGLAND LIFE INSURANCE COMPANY (the “Company”) on behalf of itself and certain of its separate accounts (the “Accounts”); BRIGHTHOUSE FUNDS TRUST I (the “Fund”); BRIGHTHOUSE INVESTMENT ADVISERS, LLC (the “Adviser”) and BRIGHTHOUSE SECURITIES, LLC (the “Underwriter”) entered into a participation agreement dated March 6, 2017, as amended, (the “Agreement”). This Amendment (the “Amendment”) to the Agreements is entered into as of January 1, 2021, by and among the Company on its own behalf and on behalf of each Account of the Company as set forth in the Agreement, the Fund, the Adviser and the Underwriter (“the Parties”). All capitalized terms used herein and not otherwise defined shall have the meaning ascribed to such terms in the Agreement.
AMENDMENT TO NON-CUSTODIAL SECURITIES LENDING AGREEMENTNon-Custodial Securities Lending Agreement • April 16th, 2021 • Brighthouse Funds Trust I • New York
This Amendment is made on October 20, 2020, to the Non-Custodial Securities Lending Agreement dated September 8, 2016 (as amended from time to time, the “Agreement”) between JPMorgan Chase Bank, N.A. (“J.P. Morgan”) and Brighthouse Investment Advisers, LLC on behalf of each series of Brighthouse Funds Trust I and Brighthouse Funds Trust II (formerly known as Met Investors Series Trust and Metropolitan Series Fund, respectively) identified on Annex A to the Agreement (each a “Lender”).
