Rule 12b-1 Related AgreementRule 12b-1 Related Agreement • May 20th, 2008 • Equitrust Life Variable Account
This letter will confirm our understanding and agreement with respect to payments to be made to you, as distributor and underwriter of certain variable annuity and variable life insurance contracts (“Contracts”) issued by your affiliate EquiTrust Life Insurance Company (“Insurer”), pursuant to a Distribution Plan (the “Plan”) adopted by Summit Mutual Funds, Inc. (the “Corporation”), on behalf of each class of shares of the Corporation (“Fund”) set forth on Schedule A, pursuant to Rule 12b-1 under the Investment Company Act of 1940, as amended (the “Act”). The Funds are offered pursuant to a participation agreement, dated September 19, 2001 and amended effective as of May 1, 2008, under which the Fund has agreed to make shares of certain Funds available for purchase by one or more of the Insurer’s separate accounts or divisions thereof, in connection with the allocation by Contract owners of purchase payments to corresponding investment options offered under the Contracts. The Plan and
APPENDIX ARule 12b-1 Related Agreement • July 30th, 1999 • Badgley Funds Inc
APPENDIX A Rule 12b-1 Related Agreement, as AmendedRule 12b-1 Related Agreement • November 30th, 1998 • Grand Prix Funds Inc
This letter will confirm our understanding and agreement with respect to payments to be made to you pursuant to a Distribution and Shareholder Servicing Plan, as amended, (the "Plan") adopted by Grand Prix Funds, Inc. (the "Corporation"), on behalf of the Grand Prix Fund (the "Fund"), pursuant to Rule 12b-1 under the Investment Company Act of 1940, as amended (the "Act"). The Plan and this Related Agreement (the "Rule 12b-1 Related Agreement") have been approved by a majority of the Board of Directors of the Corporation, including a majority of the Board of Directors who are not "interested persons" of the Corporation, as defined in the Act, and who have no direct or indirect financial interest in the operation of the Plan or in this or any other Rule 12b-1 Related Agreement (the "Disinterested Directors"), cast in person at a meeting called for the purpose of voting thereon. Such approval included a determination by the Board of Directors that there was a reasonable likelihood that th
Rule 12b-1 Related Agreement - Class ARule 12b-1 Related Agreement • December 1st, 2005 • Kopp Funds Inc • Minnesota
This letter will confirm our understanding and agreement with respect to payments to be made to you pursuant to an Amended and Restated Distribution and Shareholder Servicing Plan (the “Plan”) adopted by Kopp Funds, Inc. (the “Corporation”), on behalf of each series of the Corporation now existing or hereafter established that is distributed by Centennial Lakes Capital, LLC (each a “Fund”), pursuant to Rule 12b-1 under the Investment Company Act of 1940, as amended (the “Act”). The Plan and this related agreement (the “Rule 12b-1 Related Agreement”) have been approved by a majority of the Board of Directors of the Corporation, including a majority of the Board of Directors who are not “interested persons” of the Corporation, as defined in the Act, and who have no direct or indirect financial interest in the operation of the Plan or in this or any other Rule 12b-1 Related Agreement (the “Disinterested Directors”), cast in person at a meeting called for the purpose of voting thereon. Suc
APPENDIX ARule 12b-1 Related Agreement • July 29th, 1999 • Grand Prix Funds Inc
Rule 12b-1 Related AgreementRule 12b-1 Related Agreement • October 29th, 2007 • Julius Baer Investment Funds
This letter will confirm our understanding and agreement with respect to payments to be made to you pursuant to a Distribution and Shareholder Servicing Plan (the “Plan”) adopted by (Julius Baer Investment Funds, and Julius Baer Global Equity Fund, Inc. (the “Trust”), on behalf of the Julius Baer Funds as described in Schedule A (the “Fund”), pursuant to Rule 12b-1 under the Investment Company Act of 1940, as amended (the “Act”). The Plan and this related agreement (the “Rule 12b-1 Agreement”) have been approved by a majority of the Board of Trustees of the Trust, including a majority of the Board of Trustees who are not “interested persons” of the Trust, as defined in the Act, and who have no direct or indirect financial interest in the operation of the Plan or in this or any other Rule 12b-1 Agreement (the “Disinterested Trustees”), cast in person at a meeting called for the purpose of voting thereon. Such approval included a determination by the Board of Trustees that, in the exerci
Rule 12b-1 Related AgreementRule 12b-1 Related Agreement • October 29th, 2007 • Julius Baer Global Equity Fund Inc
This letter will confirm our understanding and agreement with respect to payments to be made to you pursuant to a Distribution and Shareholder Servicing Plan (the “Plan”) adopted by (Julius Baer Investment Funds, and Julius Baer Global Equity Fund, Inc. (the “Trust”), on behalf of the Julius Baer Funds as described in Schedule A (the “Fund”), pursuant to Rule 12b-1 under the Investment Company Act of 1940, as amended (the “Act”). The Plan and this related agreement (the “Rule 12b-1 Agreement”) have been approved by a majority of the Board of Trustees of the Trust, including a majority of the Board of Trustees who are not “interested persons” of the Trust, as defined in the Act, and who have no direct or indirect financial interest in the operation of the Plan or in this or any other Rule 12b-1 Agreement (the “Disinterested Trustees”), cast in person at a meeting called for the purpose of voting thereon. Such approval included a determination by the Board of Trustees that, in the exerci
Rule 12b-1 Related AgreementRule 12b-1 Related Agreement • April 26th, 2022 • Jefferson National Life Annuity Account G
This letter will confirm our understanding and agreement with respect to payments to be made to you, as distributor and underwriter of certain variable annuity and variable life insurance contracts (“Contracts”) issued by Jefferson National Life Insurance Company (“Insurer”), pursuant to a Distribution Plan (the “Plan”) adopted by Calvert Variable Series, Inc. (the “Corporation”), on behalf of each class of shares of the Corporation (“Fund”) set forth on Schedule A, pursuant to Rule 12b-1 under the Investment Company Act of 1940, as amended (the “Act”). The Funds are offered pursuant to a participation agreement, dated May 1, 2014, under which the Fund has agreed to make shares of certain Funds (referred to as “Portfolios” in the Participation Agreement) available for purchase by one or more of the Insurer’s separate accounts or divisions thereof, in connection with the allocation by Contract owners of purchase payments to corresponding investment options offered under the Contracts. T
