0001445546-23-004897 Sample Contracts
Investment Sub-Advisory AgreementInvestment Sub-Advisory Agreement • August 9th, 2023 • First Trust Variable Insurance Trust • Illinois
This Investment Sub-Advisory Agreement (this “Agreement”), dated as of August 10, 2023, is by and among First Trust Variable Insurance Trust, a Massachusetts business trust (the “Trust”), First Trust Advisors L.P., an Illinois limited partnership (the “Manager”) and a registered investment adviser with the Securities and Exchange Commission (the “SEC”), and Cboe Vest Financial LLC, a Delaware limited liability company and a registered investment adviser with the SEC (the “Sub-Adviser”).
Standard Contracts
Dated: August 10, 2023)Transfer Agency and Shareholder Services Agreement • August 9th, 2023 • First Trust Variable Insurance Trust
This SCHEDULE B is Schedule B to that certain Transfer Agency and Shareholder Services Agreement dated as of April 11, 2012, between BNY Mellon Investment Servicing (US) Inc. and First Trust Variable Insurance Trust.
Form of Sub-License AgreementSub-License Agreement • August 9th, 2023 • First Trust Variable Insurance Trust
This Form of Sub-license Agreement (the “Sub-license Agreement”), dated as of August 10, 2023 is made by and among First Trust Capital Strength Hedged Equity Portfolio (collectively, the “Sub-Licensee”), Nasdaq, Inc. (“Index Provider”), and First Trust Portfolios L.P. (“First Trust”).