FORM OF AMENDMENT NO. XX EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • October 31st, 2023 • Eq Advisors Trust
Form of Amendment No. XX dated ___________, 2023 (“Amendment No. XX”) to the Expense Limitation Agreement dated January 1, 2023 (“Agreement”) between Equitable Investment Management Group, LLC (the “Adviser”), Equitable Investment Management, LLC (the “Administrator”) and EQ Advisors Trust (the “Trust”).
FORM OF AMENDMENT NO. XX TO THE AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • October 31st, 2023 • Eq Advisors Trust
FORM OF AMENDMENT NO. XX dated ________, 2023 (Amendment No. XX”), to the Amended and Restated Investment Advisory Agreement dated July 16, 2020 (“Agreement”) between EQ Advisors Trust, a Delaware statutory trust (“Trust”), and Equitable Investment Management Group, LLC, a limited liability company organized in the State of Delaware (“Adviser”).
FORM OF INVESTMENT SUB-ADVISORY AGREEMENTSub-Advisory Agreement • October 31st, 2023 • Eq Advisors Trust • New York
FORM OF INVESTMENT SUB-ADVISORY AGREEMENT, effective as of _______, 2023, by and between Equitable Investment Management Group, LLC, a limited liability company organized in the State of Delaware (“Adviser”), and Brandywine Global Investment Management, LLC, a limited liability company organized in the State of Delaware (“Sub-Adviser”).
FORM OF AMENDMENT NO. XX DISTRIBUTION AGREEMENT EQ ADVISORS TRUST – EQUITABLE DISTRIBUTORS, LLC – CLASS IB SHARESDistribution Agreement • October 31st, 2023 • Eq Advisors Trust
FORM OF AMENDMENT NO. XX dated as of , 2023 (“Amendment No. XX”) 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. XX FUND OF FUNDS INVESTMENT AGREEMENTFund of Funds Investment Agreement • October 31st, 2023 • Eq Advisors Trust
Amendment No. XX, dated ____________ (“Amendment No. XX”), to the Fund of Funds Investment Agreement, dated as of January 19, 2022 (“Agreement”), among EQ Advisors Trust and 1290 Funds (each, an “Acquiring Registrant”) and IndexIQ ETF Trust (the “Acquired Registrant”).
FORM OF AMENDMENT NO. XX SECURITIES LENDING AGREEMENTSecurities Lending Agreement • October 31st, 2023 • Eq Advisors Trust
Amendment No. XX, dated as of __________, 2023 (“Amendment No. XX”), 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. XX AMENDED AND RESTATED GLOBAL CUSTODY AGREEMENTGlobal Custody Agreement • October 31st, 2023 • Eq Advisors Trust
Form of Amendment No. XX, dated as of , 2023 (“Amendment No. XX”), 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.
FORM OF AMENDMENT NO. 4 FUND OF FUNDS INVESTMENT AGREEMENTFunds Investment Agreement • October 31st, 2023 • Eq Advisors Trust
Form of Amendment No. XX, dated _____________ (“Amendment No. XX”), to the Fund of Funds Investment Agreement, dated as of January 19, 2022 (“Agreement”), among EQ Advisors Trust and 1290 Funds (“EQ Trusts”) and the J.P. Morgan Exchange-Traded Fund Trust (“JPM Trust”).
FORM OF AMENDMENT NO. 4 FUND OF FUNDS INVESTMENT AGREEMENTFunds Investment Agreement • October 31st, 2023 • Eq Advisors Trust
Form of Amendment No. XX, dated ____________ (“Amendment No. XX”), to the Fund of Funds Investment Agreement, dated as of January 19, 2022 (“Agreement”), by and between EQ Advisors Trust and 1290 Funds (“EQ Trusts”) and ProShares Trust (“ProShares”).
FORM OF AMENDMENT NO. XX FUND OF FUNDS INVESTMENT AGREEMENTFunds Investment Agreement • October 31st, 2023 • Eq Advisors Trust
Form of Amendment No. XX, dated _______________ (“Amendment No. XX”), to the Fund of Funds Investment Agreement, dated as of January 19, 2022 (“Agreement”), among EQ Advisors Trust and 1290 Funds (“EQ Trusts”) and The Select Sector SPDR Trust (“SPDR Trust”).
FORM OF AMENDMENT NO. XX FUND OF FUNDS INVESTMENT AGREEMENTFunds Investment Agreement • October 31st, 2023 • Eq Advisors Trust
Form of Amendment No. XX, dated ____________ (“Amendment No. XX”), to the Fund of Funds Investment Agreement, dated as of January 19, 2022 (“Agreement”), among EQ Advisors Trust and 1290 Funds, on behalf of each of their series listed in Schedule A (each, an “Acquiring Fund”) and Invesco Exchange-Traded Fund Trust, Invesco Exchange-Traded Fund Trust II, Invesco India Exchange-Traded Fund Trust, Invesco Actively Managed Exchange-Traded Fund Trust, Invesco Actively Managed Exchange-Traded Commodity Fund Trust and Invesco Exchange-Traded Self-Indexed Fund Trust, on behalf of each of their series (except such series listed on Schedule B, as may be amended from time to time) severally and not jointly (each an “Acquired Fund” and together with the “Acquiring Funds”, the “Funds”).
FORM OF AMENDMENT NO. XX TO THE MUTUAL FUNDS SERVICE AGREEMENTFunds Service Agreement • October 31st, 2023 • Eq Advisors Trust
FORM OF AMENDMENT NO. XX, dated as of , 2023 (“Amendment No. XX”), to the Mutual Funds Service Agreement dated as of January 1, 2023 (“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.
FORM OF AMENDMENT NO. XX FUND OF FUNDS INVESTMENT AGREEMENTFunds Investment Agreement • October 31st, 2023 • Eq Advisors Trust
Form of Amendment No. XX, dated ______________ (“Amendment No. XX”), to the Fund of Funds Investment Agreement, dated as of January 19, 2022 (“Agreement”), among EQ Advisors Trust and 1290 Funds (“EQ Trusts”) and SPDR S&P 500 ETF Trust and SPDR Dow Jones Industrial Average ETF Trust (“SPDR Trusts”).
FORM OF AMENDMENT NO. XX AMENDED AND RESTATED PARTICIPATION AGREEMENTParticipation Agreement • October 31st, 2023 • Eq Advisors Trust
Form of Amendment No. XX, dated as of __________, 2023 (“Amendment No. XX”), 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. XX FUND OF FUNDS INVESTMENT AGREEMENTFunds Investment Agreement • October 31st, 2023 • Eq Advisors Trust
Form of Amendment No. XX, dated [ , 2023] (“Amendment No. XX”), to the Fund of Funds Investment Agreement, dated as of January 19, 2022 (“Agreement”), between 1290 Funds and EQ Advisors Trust (“EQ Trusts”) and AB Cap Fund, Inc. (“AB Cap”).
FORM OF AMENDMENT NO. XX DISTRIBUTION AGREEMENT EQ ADVISORS TRUST – EQUITABLE DISTRIBUTORS, LLC – CLASS IA SHARESDistribution Agreement • October 31st, 2023 • Eq Advisors Trust
FORM OF AMENDMENT NO. XX dated as of , 2023 (“Amendment No. XX”), 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 IA shares.
EQ ADVISORS TRUST FORM OF AMENDMENT NO. XX TO THE INVESTMENT SUB-ADVISORY AGREEMENTEq Advisors Trust • October 31st, 2023
FORM OF AMENDMENT NO. XX effective as of ________, 2023 (“Amendment No. XX”) to the Investment Sub-Advisory Agreement dated as of July 16, 2020, as amended, between Equitable Investment Management Group, LLC, a limited liability company organized under the laws of the State of Delaware (“EIM” or “Adviser”) and AXA Investment Managers US Inc., a corporation organized in the State of Delaware (“AXA IM” or “Sub-Adviser”), (the “Agreement”).
FORM OF AMENDMENT NO. XX SECOND AMENDED AND RESTATED PARTICIPATION AGREEMENTParticipation Agreement • October 31st, 2023 • Eq Advisors Trust
Form of Amendment No. XX, dated as of __________, 2023 (“Amendment No. XX”), 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 AMENDMENT NO. XX TO THE INVESTMENT SUB-ADVISORY AGREEMENTSub-Advisory Agreement • October 31st, 2023 • Eq Advisors Trust
AMENDMENT NO. XX dated as of __________, 2023 (“Amendment No. XX”) to the Investment Sub-Advisory Agreement dated as of July 16, 2020 (“Agreement”) between Equitable Investment Management Group, LLC, a limited liability company organized under the laws of the State of Delaware (“EIM” or “Adviser”), and Loomis, Sayles & Company, L.P., a Delaware partnership (“Loomis Sayles” or “Sub-Adviser”).
FORM OF AMENDMENT NO. XX FUND OF FUNDS INVESTMENT AGREEMENTFunds Investment Agreement • October 31st, 2023 • Eq Advisors Trust
Form of Amendment No. XX, dated _______________ (“Amendment No. XX”), to the Fund of Funds Investment Agreement, dated as of January 19, 2022 (“Agreement”), among EQ Advisors Trust and 1290 Funds (“EQ Trusts”) and WisdomTree Trust.
FORM OF AMENDMENT NO. XX FUND OF FUNDS INVESTMENT AGREEMENTFunds Investment Agreement • October 31st, 2023 • Eq Advisors Trust
Form of Amendment No. XX, dated ____________ (“Amendment No. XX”), to the Fund of Funds Investment Agreement, dated as of January 19, 2022 (“Agreement”), among EQ Advisors Trust and 1290 Funds (“EQ Trusts”) and SPDR Series Trust, SPDR Index Shares Funds and SSGA Active Trust (“SPDR Trusts”).
FORM OF AMENDMENT NO. XX FUND OF FUNDS INVESTMENT AGREEMENTFunds Investment Agreement • October 31st, 2023 • Eq Advisors Trust
Form of Amendment No. XX, dated __________ (“Amendment No. XX”), to the Fund of Funds Investment Agreement, dated as of January 19, 2022 (“Agreement”), among EQ Advisors Trust and 1290 Funds (“EQ Trusts”) and The Bank of New York Mellon (“BNY Mellon”), solely in its capacity as Trustee and on behalf of the SPDR S&P MidCap 400 ETF Trust.
FORM OF AMENDMENT NO. XX FUND OF FUNDS INVESTMENT AGREEMENTFunds Investment Agreement • October 31st, 2023 • Eq Advisors Trust
Form of Amendment No. XX, dated ______________ (“Amendment No. XX”), to the Fund of Funds Investment Agreement, dated as of January 1, 2023 (“Agreement”), between 1290 Funds (the “Funds”) and EQ Advisors Trust (the “Trust”).
FORM OF AMENDMENT NO. XX FUND OF FUNDS INVESTMENT AGREEMENTFunds Investment Agreement • October 31st, 2023 • Eq Advisors Trust
Form of Amendment No. XX, dated ____________ (“Amendment No. XX”), to the Fund of Funds Investment Agreement, dated as of January 19, 2022 (“Agreement”), among EQ Advisors Trust, 1290 Funds, BlackRock ETF Trust, BlackRock ETF Trust II, iShares Trust, iShares, Inc. and iShares U.S. ETF Trust (“Registrants”).
