Checking and Financial Recordkeeping Services Agreement Sample Contracts

CHECKING AND FINANCIAL RECORDKEEPING SERVICES AGREEMENT
Checking and Financial Recordkeeping Services Agreement • February 10th, 2021 • Nassau Life Variable Universal Life Account • Delaware

THIS AGREEMENT (the “Agreement”) is entered into effective as of March 24, 2006, by and between Phoenix Life Insurance Company, a New York life insurance company (“Phoenix”), and PFPC Inc., a Massachusetts corporation (“PFPC”). Phoenix and PFPC are from time to time referred to collectively as the “Parties,” or individually, as a “Party.”

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AMENDMENT NO. 1 TO CHECKING AND FINANCIAL RECORDKEEPING SERVICES AGREEMENT
Checking and Financial Recordkeeping Services Agreement • February 10th, 2021 • Nassau Life Variable Universal Life Account

This Amendment No. 1 To Checking and Financial Recordkeeping Services Agreement, dated as of August 1, 2009 (“Amendment No. 1”), is being entered into by and between PNC Global Investment Servicing (U.S.) Inc. (“PNC”) and Phoenix Life Insurance Company (“Phoenix”).

AMENDMENT NO. 2 TO CHECKING AND FINANCIAL RECORDKEEPING SERVICES AGREEMENT
Checking and Financial Recordkeeping Services Agreement • February 10th, 2021 • Nassau Life Variable Accumulation Account • Pennsylvania

This Amendment No. 2 To Checking and Financial Recordkeeping Services Agreement (“Amendment No. 2”), dated as of May 3, 2016 (“Effective Date”), is being entered into by and between BNY Mellon Investment Servicing (US) Inc. (“BNYM”) and Phoenix Life Insurance Company (“Phoenix”).

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