AMENDED AND RESTATED INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • September 24th, 2021 • Eq Advisors Trust • New York
INVESTMENT SUB-ADVISORY AGREEMENT, dated as of August 7th, 2021, by and between Equitable Investment Management Group, LLC, a limited liability company organized in the State of Delaware (“Adviser”), and Franklin Advisers, Inc., a limited liability company organized in the State of California (“Sub-Adviser”).
AMENDMENT NO. 1 AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • September 24th, 2021 • Eq Advisors Trust
Amendment No. 1 dated August 6, 2021 (“Amendment No. 1”) to the Amended and Restated Expense Limitation Agreement dated August 1, 2021 (“Agreement”) between Equitable Investment Management Group, LLC (the “Adviser”), Equitable Investment Management, LLC (“the Administrator”) and EQ Advisors Trust (the “Trust”)
Equitable Investment Management, LLC Fund Sub-Services Agreement - August 2021Fund Sub-Services Agreement • September 24th, 2021 • Eq Advisors Trust • New York
This Agreement, effective August 1, 2021, is between Equitable Investment Management, LLC, a Delaware limited liability company whose principal place of business is at 1290 Avenue of the Americas, New York, New York 10104 (the “Customer”) and JPMORGAN CHASE BANK, N. A. with a place of business at One Beacon Street, Boston, Massachusetts 02108 (“J.P. Morgan”).
AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • September 24th, 2021 • Eq Advisors Trust
EXPENSE LIMITATION AGREEMENT, effective as of August 1, 2021 by and between Equitable Investment Management Group, LLC (the “Adviser”), Equitable Investment Management, LLC (the “Administrator”) and EQ Advisors Trust (the “Trust”), on behalf of each series of the Trust set forth in Schedule A attached hereto (each, a “Portfolio,” and collectively, the “Portfolios”).
AMENDMENT NO. 3 DISTRIBUTION AGREEMENT EQ ADVISORS TRUST – EQUITABLE DISTRIBUTORS, LLC – CLASS IB SHARESDistribution Agreement • September 24th, 2021 • Eq Advisors Trust
AMENDMENT NO. 3 dated as of July 22, 2021 (“Amendment No. 3”) to the Distribution Agreement dated as of July 16, 2020 (the “Agreement”) between EQ Advisors Trust, a Delaware statutory trust (the “Trust”), and Equitable Distributors, LLC (the “Distributor”), relating to Class IB shares.
EQ ADVISORS TRUST AMENDMENT NO. 2 TO THE INVESTMENT SUB-ADVISORY AGREEMENTEq Advisors Trust • September 24th, 2021
AMENDMENT NO. 2 to the Investment Sub-Advisory Agreement effective as of July 30, 2021 (“Amendment No. 2”) between Equitable Investment Management Group, LLC, a Delaware limited liability company (“EIM” or “Adviser”) and AllianceBernstein L.P., a Delaware limited partnership (“AllianceBernstein” or “Sub-Adviser”).
AMENDMENT NO. 4 TO THE AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • September 24th, 2021 • Eq Advisors Trust
AMENDMENT NO. 4 dated as of July 22, 2021 (“Amendment No. 4”), to the Amended and Restated Investment Advisory Agreement dated July 16, 2020 (“Agreement”) between EQ Advisors Trust, a Delaware statutory trust (the “Trust”) and Equitable Investment Management Group, LLC, a limited liability company organized in the State of Delaware (“EIM” or “Adviser”).
AMENDMENT NO. 17 AMENDED AND RESTATED PARTICIPATION AGREEMENTParticipation Agreement • September 24th, 2021 • Eq Advisors Trust
Amendment No. 17, dated as of July 22, 2021 (“Amendment No. 17”), to the Amended and Restated Participation Agreement, dated as of May 23, 2012, as amended (“Agreement”), by and among EQ Advisors Trust (“Trust”), Equitable Financial Life Insurance Company of America and Equitable Distributors, LLC (collectively, the “Parties”).
EQ ADVISORS TRUST AMENDMENT NO. 1 TO THE INVESTMENT SUB-ADVISORY AGREEMENTSub-Advisory Agreement • September 24th, 2021 • Eq Advisors Trust
AMENDMENT NO. 1 effective as of June 18, 2021 (“Amendment No. 1) to the Investment Sub-Advisory Agreement dated July 16, 2020 between Equitable Investment Management Group, LLC, a Delaware limited liability company (“EIM” or “Adviser”) and Franklin Mutual Advisers, LLC a Delaware limited liability company (“Franklin Mutual” or “Sub-Adviser”), (the “Agreement”).
MUTUAL FUNDS SERVICE AGREEMENT TRUST ADMINISTRATION AND COMPLIANCE SERVICES TRUST ACCOUNTING SERVICES EQUITABLE INVESTMENT MANAGEMENT, LLC AUGUST 1, 2021Agreement • September 24th, 2021 • Eq Advisors Trust • New York
AMENDMENT NO. 16 SECOND AMENDED AND RESTATED PARTICIPATION AGREEMENTParticipation Agreement • September 24th, 2021 • Eq Advisors Trust
Amendment No. 16, dated as of July 22, 2021 (“Amendment No. 16”), to the Second Amended and Restated Participation Agreement, dated as of May 23, 2012, as amended (“Agreement”), by and among EQ Advisors Trust (“Trust”), Equitable Financial Life Insurance Company, Equitable Investment Management Group, LLC and Equitable Distributors, LLC (collectively, the “Parties”).
AMENDMENT NO. 39 AMENDED AND RESTATED GLOBAL CUSTODY AGREEMENTGlobal Custody Agreement • September 24th, 2021 • Eq Advisors Trust
Amendment No. 39, dated as of July 16, 2021 (“Amendment No. 39”), to the Amended and Restated Global Custody Agreement, dated as of February 1, 2002, as amended (“Agreement”), by and between EQ Advisors Trust (“Trust”), on behalf of each of the portfolios designated on Schedule C thereto, and JPMorgan Chase Bank, N.A. (“Bank”). Capitalized terms used but not defined herein have the meanings ascribed to them in the Agreement.
AMENDMENT NO. 9 PARTICIPATION AGREEMENTParticipation Agreement • September 24th, 2021 • Eq Advisors Trust
Amendment No. 9, dated as of July 22, 2021 (“Amendment No. 9”), to the Participation Agreement, dated as of October 1, 2013, as amended (“Agreement”), by and among EQ Advisors Trust (“Trust”), MONY Life Insurance Company and Equitable Distributors, LLC (collectively, the “Parties”).
