AMENDMENT NO. 2 AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • December 9th, 2021 • Eq Advisors Trust
Amendment No. 2 dated October 1, 2021 (“Amendment No. 2”) 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”).
AMENDMENT NO. 5 TO THE AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 9th, 2021 • Eq Advisors Trust
AMENDMENT NO. 5 dated as of October 1, 2021 (“Amendment No. 5”), 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. 1 SECURITIES LENDING AGREEMENTSecurities Lending Agreement • December 9th, 2021 • Eq Advisors Trust
Amendment No. 1, effective as of October 18, 2021 (“Amendment No. 1”), to the Securities Lending Agreement dated as of April 11, 2016 (“Agreement”), by and between JPMorgan Chase Bank, National Association (“J.P. Morgan”) and each Equitable (formerly, AXA) investment company identified in Annex A hereto (“Lender”).
FORM OF AMENDMENT NO. 4 DISTRIBUTION AGREEMENT EQ ADVISORS TRUST – EQUITABLE DISTRIBUTORS, LLC – CLASS K SHARESDistribution Agreement • December 9th, 2021 • Eq Advisors Trust
FORM OF AMENDMENT NO. 4 dated as of [ , 2021] (“Amendment No. 4”) 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 K shares.
FORM OF AMENDMENT NO. 18 AMENDED AND RESTATED PARTICIPATION AGREEMENTParticipation Agreement • December 9th, 2021 • Eq Advisors Trust
Form of Amendment No. 18, dated as of [ , 2022] (“Amendment No. 18”), 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”).
FORM OF AMENDMENT NO. 2 SECURITIES LENDING AGREEMENTSecurities Lending Agreement • December 9th, 2021 • Eq Advisors Trust
FORM OF Amendment No. 2, effective as of [ , 2022] (“Amendment No. 2”), to the Securities Lending Agreement dated as of April 11, 2016 (“Agreement”), by and between JPMorgan Chase Bank, National Association (“J.P. Morgan”) and each Equitable investment company identified in Annex A hereto (“Lender”).
FORM OF AMENDMENT NO. 1 TO THE MUTUAL FUNDS SERVICE AGREEMENTFunds Service Agreement • December 9th, 2021 • Eq Advisors Trust
FORM OF AMENDMENT NO. 1, dated as of [ , 2021] (“Amendment No. 1”), to the Mutual Funds Service Agreement dated as of August 1, 2021 (“Agreement”) between EQ Advisors Trust, a Delaware statutory trust (“Trust”), Equitable Investment Management, LLC (“Administrator”), a limited liability company organized in the State of Delaware, and Equitable Investment Management Group, LLC (“EIM or “Adviser” ), a limited liability company organized in the State of Delaware.
Securities Lending Agreement - JPMCB New York - General April 2015 VersionSecurities Lending Agreement • December 9th, 2021 • Eq Advisors Trust • New York
This Agreement, dated April 11, 2016, is between JPMORGAN CHASE BANK, NATIONAL ASSOCIATION (“J.P. Morgan”), with a place of business at 4 New York Plaza, 12th Floor, New York, N.Y. 10004; and each AXA investment company identified on Annex A hereto, as such Annex may be amended from time to time, in each case acting solely with respect to its series identified on Annex A, severally and not jointly (each such series, a “Lender”), each such Lender having a place of business at 1290 Avenue of the Americas, New York, New York 10104.
FORM OF AMENDMENT NO. 17 SECOND AMENDED AND RESTATED PARTICIPATION AGREEMENTParticipation Agreement • December 9th, 2021 • Eq Advisors Trust
Form of Amendment No. 17, dated as of [ , 2022] (“Amendment No. 17”), 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”).
EQ ADVISORS TRUST FORM OF AMENDMENT NO. 3 TO THE INVESTMENT SUB-ADVISORY AGREEMENTEq Advisors Trust • December 9th, 2021
FORM OF AMENDMENT NO. 3 to the Investment Sub-Advisory Agreement effective as of [ , 2021] (“Amendment No. 3”) 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”).
FORM OF AMENDMENT NO. 10 PARTICIPATION AGREEMENTParticipation Agreement • December 9th, 2021 • Eq Advisors Trust
Form of Amendment No. 10, dated as of [ , 2022] (“Amendment No. 10”), 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”).
FORM OF AMENDMENT NO. 4 DISTRIBUTION AGREEMENT EQ ADVISORS TRUST – EQUITABLE DISTRIBUTORS, LLC – CLASS IB SHARESDistribution Agreement • December 9th, 2021 • Eq Advisors Trust
FORM OF AMENDMENT NO. 4 dated as of [ , 2021] (“Amendment No. 4”) 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.
FORM OF AMENDMENT NO. 40 AMENDED AND RESTATED GLOBAL CUSTODY AGREEMENTCustody Agreement • December 9th, 2021 • Eq Advisors Trust
Form of Amendment No. 40, dated as of [ , 2022] (“Amendment No. 40”), 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.
