ContractInvestment Consultant Agreement • April 29th, 2016 • American Fidelity Separate Account A • Oklahoma
AMENDED AND RESTATED INVESTMENT CONSULTANT AGREEMENTInvestment Consultant Agreement • April 27th, 2018 • American Fidelity Separate Account C • Oklahoma
This Amended and Restated Investment Consultant Agreement (this "Agreement") is made this 30th day of October, 2017, but effective as of October 1, 2017 (the "Effective Date"), between AMERICAN FIDELITY ASSURANCE COMPANY (the "Company") and INVESTRUST CONSULTING, LLC ("Consultant"). This agreement relates to American Fidelity Separate Account A, American Fidelity Separate Account B and American Fidelity Separate Account C (together, the "Separate Accounts").
INVESTMENT CONSULTANT AGREEMENTInvestment Consultant Agreement • June 13th, 2024 • Bow River Capital Evergreen Fund • Delaware
This Investment Consultant Agreement (the “Agreement”) is made and entered into effective as of December 29, 2023 (the “Effective Date”), by and between Bow River Advisers, LLC, a Delaware limited liability company (the “Advisor”), and Aksia CA LLC, a Delaware limited liability company (“Aksia” or the “Investment Consultant”).
SECOND AMENDMENT TO AMENDED AND RESTATED INVESTMENT CONSULTANT AGREEMENTInvestment Consultant Agreement • April 26th, 2024 • American Fidelity Separate Account C
This Second Amendment to the Amended and Restated Investment Consultant Agreement (this “Second Amendment”) is by and between AMERICAN FIDELITY ASSURANCE COMPANY (“Company”) and INVESTRUST CONSULTING, LLC (“Consultant”), and amends that certain Amended and Restated Investment Consultant Agreement, effective as of October 30, 2017, as amended by the First Amendment to Amended and Restated Investment Consultant Agreement, effective as of October 1, 2020 (the Amended and Restated Investment Consultant Agreement, as may be amended from time to time, the “Agreement”). Capitalized terms not defined herein shall have the meaning assigned to such terms in the Agreement. Company and Consultant now wish to amend the Agreement as described herein.
INVESTMENT CONSULTANT AGREEMENTInvestment Consultant Agreement • April 30th, 2012 • American Fidelity Separate Account B • Oklahoma
This Agreement is made as of March 1, 2011 between American Fidelity Assurance Company, a corporation organized under the laws of the State of Oklahoma, having its principal place of business at Oklahoma City, Oklahoma, herein referred to as the "Company" and Asset Services Company, L. L. C., a corporation organized under the laws of the State of Oklahoma, having its principal place of business at Oklahoma City, Oklahoma, herein referred to as "Consultant." This agreement relates to American Fidelity Dual Strategy Fund, Inc. (successor to American Fidelity Variable Annuity Fund A), as well as American Fidelity Separate Account B and Separate Account C, herein referred to as the "Fund." This Agreement replaces the previous Agreements between the Company and the Consultant dated January 1, 1999, March 1, 2001, January 1, 2005 and January 20, 2008.
AMENDED AND RESTATED INVESTMENT CONSULTANT AGREEMENT BETWEEN FORUM CAPITAL ADVISORS, LLC AND JANUS HENDERSON INVESTORS US LLCInvestment Consultant Agreement • September 26th, 2022 • Forum Real Estate Income Fund • Delaware
THIS AMENDED AND RESTATED INVESTMENT CONSULTANT AGREEMENT (this “Agreement”) made as of the 23rd day of May 2022 by and between Forum Capital Advisors, LLC, a Delaware limited liability company with its principal office and place of business at 240 Saint Paul Street, Suite 400, Denver, CO 80206 (the “Adviser”) and Janus Henderson Investors US LLC formerly known as Janus Capital Management LLC, a Delaware limited liability company with its principal office and place of business at 151 Detroit Street Denver, CO 80206 United States (the “Investment Consultant”).
SECTION ONE INVESTMENT ADVICE AND OTHER INVESTMENT CONSULTING SERVICESInvestment Consultant Agreement • March 31st, 2005 • American Fidelity Separate Account C • Oklahoma
ContractInvestment Consultant Agreement • April 29th, 2016 • American Fidelity Separate Account A
FIRST AMENDMENT TO INVESTMENT CONSULTANT AGREEMENTInvestment Consultant Agreement • April 29th, 2016 • American Fidelity Separate Account B
This First Amendment to Investment Consultant Agreement (this “Amendment”) is made this 11th day of March, 2015, but effective as of January 1, 2015 (the “Effective Date”), between AMERICAN FIDELITY ASSURANCE COMPANY (the "Company") and ASSET SERVICES COMPANY, L. L. C. ("Consultant"), in order to amend that certain Investment Consultant Agreement between the parties dated September 16, 2014, effective October 1, 2014 (the “Agreement”). The provisions of this Amendment shall control over the Agreement.
FIRST AMENDMENT TO AMENDED AND RESTATED INVESTMENT CONSULTANT AGREEMENTInvestment Consultant Agreement • April 27th, 2023 • American Fidelity Separate Account A
This First Amendment to the Amended and Restated Investment Consultant Agreement (this “First Amendment”) is by and between AMERICAN FIDELITY ASSURANCE COMPANY (“Company”) and INVESTRUST CONSULTING, LLC (“Consultant”), and amends that certain Amended and Restated Investment Consultant Agreement, effective as of October 30, 2017 (the Amended and Restated Investment Consultant Agreement, as may be amended from time to time, the “Agreement”). Capitalized terms not defined herein shall have the meaning assigned to such terms in the Agreement. Company and Consultant now wish to amend the Agreement as described herein.
FIRST AMENDMENT TO INVESTMENT CONSULTANT AGREEMENTInvestment Consultant Agreement • April 29th, 2016 • American Fidelity Separate Account C
This First Amendment to Investment Consultant Agreement (this “Amendment”) is made this 11th day of March, 2015, but effective as of January 1, 2015 (the “Effective Date”), between AMERICAN FIDELITY ASSURANCE COMPANY (the "Company") and ASSET SERVICES COMPANY, L. L. C. ("Consultant"), in order to amend that certain Investment Consultant Agreement between the parties dated September 16, 2014, effective October 1, 2014 (the “Agreement”). The provisions of this Amendment shall control over the Agreement.
SECOND ADDENDUM TO INVESTMENT CONSULTANT AGREEMENTInvestment Consultant Agreement • December 4th, 2024
THIS ADDENDUM is made and entered into effective January 1, 2025, by and between the City of Olivette on behalf of the Board of Trustees for the Salaried Employees Pension Plan of the City of Olivette, a Missouri Defined Benefit Plan (hereinafter referred to as "FUND") and MARQUETTE ASSOCIATES, INC. (“MARQUETTE”).
FIRST ADDENDUM TO INVESTMENT CONSULTANT AGREEMENTInvestment Consultant Agreement • April 21st, 2021
THIS ADDENDUM is made and entered into effective January 1, 2021, by and between the City of Olivette on behalf of the Board of Trustees for the Salaried Employees Pension Plan of the City of Olivette, a Missouri Defined Benefit Plan (hereinafter referred to as "FUND") and MARQUETTE ASSOCIATES, INC. (“MARQUETTE”).
INVESTMENT CONSULTANT AGREEMENT NEPC, LLCInvestment Consultant Agreement • December 30th, 2013
This Amendment #4, dated December 31, 2013, is the fourth amendment to Agreement made and entered into as of March 17, 2003, in San Bernardino, California, by and between the SAN BERNARDINO COUNTY EMPLOYEES' RETIREMENT ASSOCIATION (hereinafter referred to as "SBCERA") and NEPC (hereinafter referred to as "CONSULTANT").
FIRST AMENDMENT TO AMENDED AND RESTATED INVESTMENT CONSULTANT AGREEMENTInvestment Consultant Agreement • April 27th, 2023 • American Fidelity Separate Account C
This First Amendment to the Amended and Restated Investment Consultant Agreement (this “First Amendment”) is by and between AMERICAN FIDELITY ASSURANCE COMPANY (“Company”) and INVESTRUST CONSULTING, LLC (“Consultant”), and amends that certain Amended and Restated Investment Consultant Agreement, effective as of October 30, 2017 (the Amended and Restated Investment Consultant Agreement, as may be amended from time to time, the “Agreement”). Capitalized terms not defined herein shall have the meaning assigned to such terms in the Agreement. Company and Consultant now wish to amend the Agreement as described herein.
Exhibit 8.22 First Amendment to Investment Consultant Agreement The Investment Consultant Agreement dated September 1, 1999 (the "Agreement") between American Fidelity Assurance Company and Asset Services Company, L.L.C. (the "Consultant") is amended...Investment Consultant Agreement • March 31st, 2005 • American Fidelity Separate Account B
FIRST AMENDMENT TO AMENDED AND RESTATED INVESTMENT CONSULTANT AGREEMENTInvestment Consultant Agreement • April 27th, 2023 • American Fidelity Separate Account B
This First Amendment to the Amended and Restated Investment Consultant Agreement (this “First Amendment”) is by and between AMERICAN FIDELITY ASSURANCE COMPANY (“Company”) and INVESTRUST CONSULTING, LLC (“Consultant”), and amends that certain Amended and Restated Investment Consultant Agreement, effective as of October 30, 2017 (the Amended and Restated Investment Consultant Agreement, as may be amended from time to time, the “Agreement”). Capitalized terms not defined herein shall have the meaning assigned to such terms in the Agreement. Company and Consultant now wish to amend the Agreement as described herein.
INVESTMENT CONSULTANT AGREEMENTInvestment Consultant Agreement • December 4th, 2013
This Amendment #43, dated August 15, 2011January 9, 2014, is the third fourth amendment to Agreement made and entered into as of March 17, 2003, in San Bernardino, California, by and between the SAN BERNARDINO COUNTY EMPLOYEES' RETIREMENT ASSOCIATION (hereinafter referred to as "SBCERA") and NEPC (hereinafter referred to as "CONSULTANT").
SECOND AMENDMENT TO AMENDED AND RESTATED INVESTMENT CONSULTANT AGREEMENTInvestment Consultant Agreement • April 26th, 2024 • American Fidelity Separate Account A
This Second Amendment to the Amended and Restated Investment Consultant Agreement (this “Second Amendment”) is by and between AMERICAN FIDELITY ASSURANCE COMPANY (“Company”) and INVESTRUST CONSULTING, LLC (“Consultant”), and amends that certain Amended and Restated Investment Consultant Agreement, effective as of October 30, 2017, as amended by the First Amendment to Amended and Restated Investment Consultant Agreement, effective as of October 1, 2020 (the Amended and Restated Investment Consultant Agreement, as may be amended from time to time, the “Agreement”). Capitalized terms not defined herein shall have the meaning assigned to such terms in the Agreement. Company and Consultant now wish to amend the Agreement as described herein.
