Rule 22c-2 Shareholder Information Agreement Sample Contracts

Milwaukee, Wisconsin 53202 Rule 22c-2 Shareholder Information Agreement
Rule 22c-2 Shareholder Information Agreement • April 30th, 2007 • Modern Woodmen of America Variable Account • Iowa

This Rule 22c-2 Shareholder Information Agreement (“Agreement”) is entered into as of April 11, 2007, with an effective date of April 16, 2007, between U.S. Bancorp Fund Services, LLC (“USBFS”), a Wisconsin limited liability company, Summit Investment Partners, Inc. (“SIP”), an Ohio corporation, and Modem Woodmen of America, a fraternal benefit society established under the laws of the State of Illinois (“Intermediary”).

AutoNDA by SimpleDocs
Contract
Rule 22c-2 Shareholder Information Agreement • April 30th, 2007 • Farm Bureau Life Annuity Account • Illinois

This Agreement is made as of April 16, 2007, or such other compliance date mandated by Rule 22c-2 of the Investment Company Act of 1940(“Rule 22c-2”), which ever shall last occur, by and between T. Rowe Price Services, Inc. (“Services”), T. Rowe Price Investment Services, Inc., (“Investment Services”) (collectively “T. Rowe Price”) and Farm Bureau Life Insurance Company (the “Intermediary”).

FIRST AMENDMENT AND JOINDER
Rule 22c-2 Shareholder Information Agreement • December 13th, 2016 • Principal Life Insurance Co Separate Account B

PRINCIPAL FUNDS DISTRIBUTOR, INC. ("Distributor"), on behalf of each Fund, and PRINCIP AL LIFE INSURANCE COMPANY ("Intermediary") (the "Agreement").

FIRST AMENDMENT
Rule 22c-2 Shareholder Information Agreement • February 23rd, 2015 • Principal Life Insurance Co Separate Account B

This First Amendment (this "Amendment") is to the Rule 22c-2 Shareholder Information Agreement entered into as of April 16, 2007 (the "Agreement"), by and between MFS Fund Distributors, Inc. ("MFD") and Principal Life Insurance Company ("Intermediary"), and is effective as of November 1, 2011.

Milwaukee, Wisconsin 53202 Rule 22c-2 Shareholder Information Agreement
Rule 22c-2 Shareholder Information Agreement • May 10th, 2007 • American Equity Life Annuity Account • Iowa

This Rule 22c-2 Shareholder Information Agreement (“Agreement”) is entered into as of April 16, 2007, with an effective date of April 16, 2007, between U.S. Bancorp Fund Services, LLC (“USBFS”), a Wisconsin limited liability company, Summit Investment Partners, Inc. (“SIP”), an Ohio corporation, and American Equity Investment Life Insurance Company, a stock life insurance company established under the laws of the State of Iowa (“Intermediary”).

FIRST AMENDMENT to the RULE 22c-2 SHAREHOLDER INFORMATION AGREEMENT
Rule 22c-2 Shareholder Information Agreement • December 9th, 2011 • Principal National Life Insurance Co Variable Life Separate Account

This First Amendment (this “Amendment”) is to the Rule 22c-2 Shareholder Information Agreement entered into as of April 16, 2007 (the “Agreement”), by and between MFS Fund Distributors, Inc. (“MFD”) and Principal Life Insurance Company (“Intermediary”), and is effective as of November 1, 2011.

Assignment of Rule 22c-2 Shareholder Information Agreement
Rule 22c-2 Shareholder Information Agreement • April 29th, 2010 • Phlvic Variable Universal Life Account

As you may be aware, over the coming months, it is anticipated that RiverSource Investments, LLC (“RiverSource”), the asset management arm of Ameriprise Financial, Inc. (“Ameriprise”), will acquire the long-term fixed income and equity asset management business (the “LT&E Business”) of Columbia Management Advisors, LLC and its related affiliates (“Columbia”) from Bank of America, N.A. (“Bank of America”).

Contract
Rule 22c-2 Shareholder Information Agreement • April 27th, 2007 • Farm Bureau Life Variable Account • Illinois

This Agreement is made as of April 16, 2007, or such other compliance date mandated by Rule 22c-2 of the Investment Company Act of 1940 (“Rule 22c-2”), which ever shall last occur, by and between T. Rowe Price Services, Inc. (“Services”), T. Rowe Price Investment Services, Inc., (“Investment Services”) (collectively “T. Rowe Price”) and Farm Bureau Life Insurance Company (the “Intermediary”).

FIRST AMENDMENT AND JOINDER
Rule 22c-2 Shareholder Information Agreement • December 9th, 2011 • Principal National Life Insurance Co Variable Life Separate Account

PRINCIPAL FUNDS DISTRIBUTOR, INC. (“Distributor”), on behalf of each Fund, and PRINCIPAL LIFE INSURANCE COMPANY (“Intermediary”) (the “Agreement”).

Contract
Rule 22c-2 Shareholder Information Agreement • April 16th, 2021 • PLICO Variable Annuity Account S

This Agreement is entered into on December 8, 2020, by and between T. Rowe Price Services, Inc. (“Services”), T. Rowe Price Investment Services, Inc., (“Investment Services”) (collectively “T. Rowe Price”) and Protective Life Insurance Company (“Intermediary”).

Rule 22c-2 Shareholder Information Agreement
Rule 22c-2 Shareholder Information Agreement • April 25th, 2007

2007, with an effective date of April 16, 2007, between Quasar Distributors, LLC (“Distributor”), a Delaware limited liability company, and _

WELLS FARGO ADVANTAGE FUNDS RULE 22c-2 SHAREHOLDER INFORMATION AGREEMENT
Rule 22c-2 Shareholder Information Agreement • March 30th, 2012 • Lincoln National Variable Annuity Account C

This Agreement is made as of October 16, 2006, or such other compliance date mandated by Rule 22c-2 of the Investment Company Act of 1940 (“Rule 22c-2”), by and between Wells Fargo Funds Distributor, LLC (“WFFD”), Wells Fargo Funds Management, LLC, (“WFFM”) (collectively “Wells Fargo”) and The Lincoln Life Insurance Company and Lincoln Life & Annuity Company of New York (“Intermediary”).

SEC RULE 22c-2 AMENDMENT
Rule 22c-2 Shareholder Information Agreement • December 30th, 2010 • Maxim Series Fund Inc

THIS Rule 22c-2 Amendment (“Amendment”) is made and entered into this 1st day of January 2011 by and between GWFS Equities, Inc. and/or its affiliates (herein referred to as “GWFS” or “Intermediary”), and Maxim Series Fund, Inc. (“Fund”) on behalf of itself and its underlying Portfolios.

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