22c-2 Agreement Sample Contracts

AutoNDA by SimpleDocs
Rule 22c-2 Agreement
22c-2 Agreement • July 27th, 2012 • Allianz Life Variable Account B

This Rule 22c-2 Agreement (“Agreement”) is entered into by and among Waddell & Reed, Inc. (“Distributor”), as principal underwriter for the Ivy Funds Variable Insurance Portfolios (the “Portfolios”), and the intermediary firm which is a signatory to this Agreement below (the “Intermediary”), effective as of June 11, 2012.

RULE 22c-2 AGREEMENT
22c-2 Agreement • February 21st, 2013 • SBL Variable Annuity Account Xiv

This Rule 22c-2 Agreement dated December 24, 2012 is entered into by and between Putnam Investor Services, Inc. (“PSERV”), transfer agent, dividend-disbursing agent and shareholder servicing agent for the Fund, Putnam Retail Management Limited Partnership (“PRM”), underwriter and distributor of the Fund, and Security Benefit Life Insurance Company (“Intermediary”).

Rule 22c-2 Agreement
22c-2 Agreement • February 21st, 2013 • Variable Annuity Account A

This Rule 22c-2 Agreement (“Agreement”) is entered into by and between Waddell & Reed, Inc. (“W&R”), as principal underwriter for each of the Ivy Variable Insurance Portfolio Funds (the “Fund”), and the intermediary firm which is a signatory to this Agreement below (the “Servicer”), effective as of the date of execution by the Servicer, as set forth below.

RULE 22C-2 AGREEMENT
22c-2 Agreement • May 21st, 2015 • VARIABLE ANNUITY ACCT C OF VOYA RETIREMENT INSURANCE & ANNUITY Co • New York

This AGREEMENT, dated April 16, 2007, is effective as of the 16th day of October, 2007, between Neuberger Berman Management Inc. (NBMI) and ING Life Insurance and Annuity Company, ING National Trust, ING USA Annuity and Life Insurance Company, ReliaStar Life Insurance Company, ReliaStar Life Insurance Company of New York, Security Life of Denver Insurance Company and Systematized Benefits Administrators Inc. (individually an “Intermediary” and collectively the “Intermediaries”).

RULE 22C-2 AGREEMENT
22c-2 Agreement • April 9th, 2014 • Variable Annuity Acct C of Ing Life Insurance & Annuity Co

This AGREEMENT, dated March 26, 2007, is effective as of the 16th day of October, 2007, between Prudential Investment Management Services LLC (the “Fund”), as principal distributor for the JennisonDryden, Strategic Partners, and Target families of mutual funds and the Nicholas Applegate Growth Equity Fund and such other funds for which Fund serves as distributor and ING Life Insurance and Annuity Company, ING National Trust, ING USA Annuity and Life Insurance Company, ReliaStar Life Insurance Company, ReliaStar Life Insurance Company of New York, Security Life of Denver Insurance Company and Systematized Benefits Administrators Inc. (individually an “Intermediary” and collectively the “Intermediaries”).

Contract
22c-2 Agreement • April 16th, 2009 • Variable Annuity Acct C of Ing Life Insurance & Annuity Co

This AGREEMENT, will become operational as of the 16th day of October, 2007, between Eaton Vance Distributors, Inc. (the “Fund”) as principal underwriter for each of the funds (the “EVD Funds”) and ING Life Insurance and Annuity Company, ING National Trust, ING USA Annuity and Life Insurance Company, ReliaStar Life Insurance Company, ReliaStar Life Insurance Company of New York, Security Life of Denver Insurance Company and Systematized Benefits Administrators Inc. (individually an “Intermediary” and collectively the “Intermediaries”). WHEREAS, the Intermediaries have adopted policies and procedures to monitor and deter excessive trading activity within the mutual funds, including the Funds, available through the variable annuity, variable life insurance and variable retirement plan products which they offer (the “Variable Products”); and WHEREAS, the Intermediaries’ policies and procedures to monitor and deter excessive trading activity within the mutual funds availabl

Contract
22c-2 Agreement • April 15th, 2008 • Variable Annuity Acct C of Ing Life Insurance & Annuity Co

This AGREEMENT, dated April 16, 2007, is effective as of the 16th day of October, 2007, between Ariel Distrbutors, LLC (the “Fund”) as principal underwriter for each of the funds listed on the attached Schedule A (the “Ariel Mutual Funds”) and ING Life Insurance and Annuity Company, ING National Trust, ING USA Annuity and Life Insurance Company, ReliaStar Life Insurance Company, ReliaStar Life Insurance Company of New York, Security Life of Denver Insurance Company and Systematized Benefits Administrators Inc. (individually an “Intermediary” and collectively the “Intermediaries”). WHEREAS, the Intermediaries have adopted policies and procedures to monitor and deter excessive trading activity within the mutual funds, including the Funds, available through the variable annuity, variable life insurance and variable retirement plan products which they offer (the “Variable Products”); and WHEREAS, the Intermediaries’ policies and procedures to monitor and deter exces

RULE 22C-2 AGREEMENT
22c-2 Agreement • May 21st, 2015 • VARIABLE ANNUITY ACCT C OF VOYA RETIREMENT INSURANCE & ANNUITY Co

This Rule 22c-2 AGREEMENT (“22c-2 Agreement”), made and entered into as of this 15th day of August, 2010, by and among Metropolitan West Funds, (“Trust” or “Funds”), BNY Mellon Distributors Inc. (the “Distributor”) as principal underwriter for the Funds, and ING Life Insurance and Annuity Company, ING National Trust, ING USA Annuity and Life Insurance Company, ReliaStar Life Insurance Company, ReliaStar Life Insurance Company of New York, Security Life of Denver Insurance Company and Systematized Benefits Administrators Inc. (individually an “Intermediary” and collectively the “Intermediaries”)

RULE 22c-2 AGREEMENT
22c-2 Agreement • April 30th, 2009 • Variable Annuity Account a of Protective Life

This Rule 22c-2 Agreement (“Agreement”) is entered into by and between Lord Abbett Distributor LLC (the “Distributor”), on its own behalf and/or on behalf of one or more of the Lord Abbett Family of Funds (the “Funds”), and Protective Life and Annuity Insurance Company (the “Service Provider”), effective as of October 16, 2007. This Agreement constitutes an amendment to each and/or any existing Participation Agreement between the Distributor and/or the Funds and the Service Provider with respect to variable life insurance and/or variable annuity products established by Service Provider (“Contracts”) in connection with which the Service Provider or one of its affiliates transmits orders for Fund shares.

Rule 22c-2 Agreement
22c-2 Agreement • February 21st, 2013 • SBL Variable Annuity Account Xiv

This Rule 22c-2 Agreement (“Agreement”) is entered into by and between Waddell & Reed, Inc. (“W&R”), as principal underwriter for each of the Ivy Variable Insurance Portfolio Funds (the “Fund”), and the intermediary firm which is a signatory to this Agreement below (the “Servicer”), effective as of the date of execution by the Servicer, as set forth below.

RULE 22C-2 AGREEMENT
22c-2 Agreement • May 21st, 2015 • VARIABLE ANNUITY ACCT C OF VOYA RETIREMENT INSURANCE & ANNUITY Co

This AGREEMENT, made and entered into as of this 10th day of August, 2010, between Touchstone Securities, Inc., (the “Distributor”) on behalf of the Touchstone Funds as principal underwriter for each of the Touchstone funds (the “Funds”) and ING Life Insurance and Annuity Company, ING National Trust, and ING Institutional Plan Services (individually an “Intermediary” and collectively the “Intermediaries”)

Rule 22c-2 Agreement
22c-2 Agreement • April 30th, 2013 • SBL Variable Annuity Account Xiv

This Rule 22c-2 Agreement (“Agreement”) is entered into by and among Ivy Funds Distributor, Inc. (“IFDI”), as principal underwriter for the funds in the Ivy Family of Funds (the “Funds”) and the intermediary firm which is a signatory to this Agreement below (the “Servicer”), effective as of the date of execution by the Servicer, as set forth below.

RULE 22c-2 AGREEMENT
22c-2 Agreement • October 19th, 2011 • Principal National Life Insurance Co Variable Life Separate Account

This Rule 22c-2 Agreement is entered into by and between Putnam Fiduciary Trust Company ("PFTC"), transfer agent, dividend-disbursing agent and shareholder servicing agent for the Fund, Putnam Retail Management Limited Partnership ("PRM), underwriter and distributor of the Fund, and Principal Life Insurance Company ("Intermediary").

RULE 22c-2 AGREEMENT
22c-2 Agreement • January 29th, 2016 • MEMBERS Horizon Variable Separate Account

This Rule 22c-2 Agreement dated September 30th, 2015 is entered into by and between Putnam Investor Services, Inc. (“PSERV”), transfer agent, dividend-disbursing agent and shareholder servicing agent for the Fund, Putnam Retail Management Limited Partnership (“PRM”), underwriter and distributor of the Fund, and MEMBERS Life Insurance Company (“Intermediary”).

RULE 22c-2 AGREEMENT (Janus Aspen Series)
22c-2 Agreement • October 19th, 2011 • Principal National Life Insurance Co Variable Life Separate Account

This Agreement entered into as of April 16,2007 by and between Principal Life Insurance Company (the "Company") and Janus Services LLC, Janus Distributors LLC, and Janus Aspen Series (collectively the "Fund") with an effective date of October 16, 2007.

RULE 22c-2 AGREEMENT
22c-2 Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I • New York

This Rule 22c-2 Agreement (“Agreement”) is made as of June , 2017 by and between Janus Distributors LLC, doing business as Janus Henderson Distributors, Janus Services LLC (collectively, “Janus”), and Thrivent Financial for Lutherans (the “Intermediary”).

AutoNDA by SimpleDocs
RULE 22C-2 AGREEMENT
22c-2 Agreement • April 9th, 2014 • Variable Annuity Acct C of Ing Life Insurance & Annuity Co

This AGREEMENT, dated no later than April 16, 2007, is effective as of the 16th day of October, 2007, between MFS Fund Distributors, Inc. (“MFD”) as principal underwriter for the MFS Funds (each a “Fund” and collectively the “Funds”) and ING Life Insurance and Annuity Company, ING National Trust, ING USA Annuity and Life Insurance Company, ReliaStar Life Insurance Company, ReliaStar Life Insurance Company of New York, Security Life of Denver Insurance Company and Systematized Benefits Administrators Inc. (individually an “Intermediary” and collectively the “Intermediaries”).

Contract
22c-2 Agreement • April 9th, 2014 • Variable Annuity Acct C of Ing Life Insurance & Annuity Co

This AGREEMENT, dated April 16, 2007, is effective as of the 16th day of October, 2007, between Legg Mason Investor Services, LLC (the “Fund Agent”) as principal underwriter, on behalf of each of the funds listed on the attached Schedule A (the “Fund(s)”) and ING Life Insurance and Annuity Company, ING National Trust, ING USA Annuity and Life Insurance Company, ReliaStar Life Insurance Company, ReliaStar Life Insurance Company of New York, Security Life of Denver Insurance Company and Systematized Benefits Administrators Inc. (individually an “Intermediary” and collectively the “Intermediaries”).

RULE 22c-2 AGREEMENT
22c-2 Agreement • December 9th, 2011 • Principal National Life Insurance Co Variable Life Separate Account

This Rule 22c-2 Agreement is entered into as of November 1, 2011, by and among Putnam Investor Services, Inc. (“PSERV”), transfer agent, dividend-disbursing agent and shareholder servicing agent for the Fund, Putnam Retail Management Limited Partnership (“PRM”), underwriter and distributor of the Fund, and Principal National Life Insurance Company (“Intermediary”).

Contract
22c-2 Agreement • April 11th, 2008 • Variable Annuity Acct C of Ing Life Insurance & Annuity Co

This AGREEMENT, dated April 16, 2007, is effective as of the 16th day of October, 2007, between T. Rowe Price Services, Inc. (the “Fund”) as principal underwriter for each of the T. Rowe Price family of funds (the “Funds”) and ING Life Insurance and Annuity Company, ING National Trust, ING USA Annuity and Life Insurance Company, ReliaStar Life Insurance Company, ReliaStar Life Insurance Company of New York, Security Life of Denver Insurance Company and Systematized Benefits Administrators Inc. (individually an “Intermediary” and collectively the “Intermediaries”). WHEREAS, the Intermediaries have adopted policies and procedures to monitor and deter excessive trading activity within the mutual funds, including the Funds, available through the variable annuity, variable life insurance and variable retirement plan products which they offer (the “Variable Products”); and WHEREAS, the Intermediaries’ policies and procedures to monitor and deter excessive trading ac

Rule 22c-2 Agreement
22c-2 Agreement • February 21st, 2013 • SBL Variable Annuity Account Xiv

SHAREHOLDER INFORMATION AGREEMENT entered into as of June 10, 2011 by and between Financial Investors Variable Insurance Trust (the “Fund”) and Security Benefit Life Insurance Company (the “Intermediary”) with an effective date of June 10, 2011.

Rule 22c-2 Agreement
22c-2 Agreement • April 8th, 2010 • Variable Annuity Acct C of Ing Life Insurance & Annuity Co • Maryland

AGREEMENT (this “Agreement”) is entered into as of April 16, 2007, by and between Hartford Investor Services Company, LLC (“HISCO”) on behalf of Hartford Series Fund, Inc. and Hartford HLS Series Fund II, Inc. (together, collectively, the “HLS Funds”), Hartford Administrative Services Company (“HASCO”) on behalf of The Hartford Mutual Funds, Inc. and The Hartford Mutual Funds II, Inc. (together, collectively, the “Retail Funds”),, and ING Life Insurance and Annuity Company, ING National Trust, ING USA Annuity and Life Insurance Company, ReliaStar Life Insurance Company, ReliaStar Life Insurance Company of New York, Security Life of Denver Insurance Company and Systematized Benefits Administrators Inc. (individually an “Intermediary” and collectively the “Intermediaries”)._HISCO and HASCO are referred to herein, collectively, as “Fund Agent”. The HLS Funds and the Retail Funds are referred to herein, collectively, as the “Funds”). Unless otherwise indicated, capitalized terms used in th

Contract
22c-2 Agreement • July 27th, 2007 • Variable Annuity Acct C of Ing Life Insurance & Annuity Co

This AGREEMENT, dated April 16, 2007, is effective as of the 16th day of October, 2007, among Columbia Management Services, Inc., as transfer agent for the Columbia Funds (formerly known as the Liberty funds) and the Wanger Funds famies of funds (the "Fund"), and ING Life Insurance and Annuity Company, ING National Trust, ING USA Annuity and Life Insurance Company, ReliaStar Life Insurance Company, ReliaStar Life Insurance Company of New York, Security Life of Denver Insurance Company and Systematized Benefits Administrators Inc. (individually an "Intermediary" and collectively the "Intermediaries").

RULE 22C-2 AGREEMENT
22c-2 Agreement • April 13th, 2023 • VARIABLE ANNUITY ACCT C OF VOYA RETIREMENT INSURANCE & ANNUITY Co

This AGREEMENT, dated April 16, 2007, is effective as of the 16th day of October, 2007, among JPMorgan Distribution Services, Inc. (the “Fund”) as principal underwriter for each of the funds of the trusts and corporation listed on the attached Schedule A (the “Funds”) and ING Life Insurance and Annuity Company and it’s insurance related affiliates (individually an “Intermediary” and collectively the “Intermediaries”).

Draft better contracts in just 5 minutes Get the weekly Law Insider newsletter packed with expert videos, webinars, ebooks, and more!