BRIGHTHOUSE FUNDS TRUST II SUBADVISORY AGREEMENT (Western Asset Management U.S. Government Portfolio)Subadvisory Agreement • April 16th, 2021 • Brighthouse Funds Trust II • Massachusetts
Contract Type FiledApril 16th, 2021 Company JurisdictionThis Subadvisory Agreement (this “Agreement”) is entered into as of this this 31st day of July, 2020 by and between Brighthouse Investment Advisers, LLC, a Delaware limited liability company (the “Manager”), and Western Asset Management Company, LLC, a California limited liability company (the “Subadviser”).
AMENDMENT TO PARTICIPATION AGREEMENTSBrighthouse Funds Trust II • April 16th, 2021
Company FiledApril 16th, 2021NEW ENGLAND LIFE INSURANCE COMPANY (the “Company”) on behalf of itself and certain of its separate accounts (the “Accounts”); BRIGHTHOUSE FUNDS TRUST II (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 II • April 16th, 2021
Company FiledApril 16th, 2021BRIGHTHOUSE LIFE INSURANCE COMPANY (the “Company”) on behalf of itself and certain of its separate accounts (the “Accounts”); BRIGHTHOUSE FUNDS TRUST II (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 NO. 1 TO THE SUBADVISORY AGREEMENT (MFS Total Return Portfolio)Subadvisory Agreement • April 16th, 2021 • Brighthouse Funds Trust II
Contract Type FiledApril 16th, 2021 CompanyThis Amendment No. 1 to the Subadvisory Agreement (the “Agreement”) dated August 4, 2017, by and between Massachusetts Financial Services Company (the “Subadviser”) and Brighthouse Investment Advisers, LLC (the “Manager”), with respect to the MFS® Total Return Portfolio, a series of Brighthouse Funds Trust II (the “Trust”), shall be effective January 1, 2021.
JOINT MANAGEMENT FEE WAIVER AGREEMENTJoint Management Fee Waiver Agreement • April 16th, 2021 • Brighthouse Funds Trust II
Contract Type FiledApril 16th, 2021 CompanyJOINT 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 II • April 16th, 2021
Company FiledApril 16th, 2021METROPOLITAN TOWER LIFE INSURANCE COMPANY (the “Company”) on behalf of itself and certain of its separate accounts (the “Accounts”); BRIGHTHOUSE FUNDS TRUST II (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.
BRIGHTHOUSE FUNDS TRUST II AMENDMENT No. 1 TO THE SUB-ADVISORY AGREEMENT (Brighthouse/Dimensional International Small Company Portfolio)Brighthouse Funds Trust II • April 16th, 2021
Company FiledApril 16th, 2021AMENDMENT made as of this 1st day of March, 2021 to the Sub-Advisory Agreement dated August 4, 2017 (the “Agreement”), by and between Brighthouse Investment Advisers, LLC, a Delaware limited liability company (the “Manager”), and Dimensional Fund Advisors LP, a Delaware limited partnership (the “Subadviser”). In consideration of the mutual covenants contained herein, the parties agree as follows:
AMENDMENT TO PARTICIPATION AGREEMENTSBrighthouse Funds Trust II • April 16th, 2021
Company FiledApril 16th, 2021METROPOLITAN LIFE INSURANCE COMPANY (the “Company”) on behalf of itself and certain of its separate accounts (the “Accounts”); BRIGHTHOUSE FUNDS TRUST II (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.
BRIGHTHOUSE FUNDS TRUST II AMENDMENT NO. 2 TO THE SUB-INVESTMENT MANAGEMENT AGREEMENT (T. ROWE PRICE LARGE CAP GROWTH PORTFOLIO)Sub-Investment Management Agreement • April 16th, 2021 • Brighthouse Funds Trust II
Contract Type FiledApril 16th, 2021 CompanyThis Amendment No. 2 to the Sub-Investment Management Agreement (the “Agreement”) dated August 4, 2017, by and between Brighthouse Funds Trust II (the “Trust”), Brighthouse Investment Advisers, LLC, (the “Adviser”), and T. Rowe Price Associates, Inc. (the “Subadviser”) with respect to the T. Rowe Price Large Cap Growth Portfolio, a series of the Trust, is entered into effective the 1st of July 2020.
AMENDMENT TO PARTICIPATION AGREEMENTSBrighthouse Funds Trust II • April 16th, 2021
Company FiledApril 16th, 2021BRIGHTHOUSE LIFE INSURANCE COMPANY OF NY (the “Company”) on behalf of itself and certain of its separate accounts (the “Accounts”); BRIGHTHOUSE FUNDS TRUST II (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.
BRIGHTHOUSE FUNDS TRUST II SUBADVISORY AGREEMENT (Western Asset Management Strategic Bond Opportunities Portfolio)Subadvisory Agreement • April 16th, 2021 • Brighthouse Funds Trust II • Massachusetts
Contract Type FiledApril 16th, 2021 Company JurisdictionThis Subadvisory Agreement (this “Agreement”) is entered into as of this 31st day of July, 2020 by and among Brighthouse Investment Advisers, LLC, a Delaware limited liability company (the “Manager”), Western Asset Management Company, LLC, a California limited liability company (the “Subadviser”), and Western Asset Management Company Limited, a company organized under laws of England (“WAMCL”).
AMENDMENT TO NON-CUSTODIAL SECURITIES LENDING AGREEMENTNon-Custodial Securities Lending Agreement • April 16th, 2021 • Brighthouse Funds Trust II • New York
Contract Type FiledApril 16th, 2021 Company JurisdictionThis 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”).