Shareholder Information Agreement Sample Contracts

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Rule 22c-2 Shareholder Information Agreement Related to Variable Insurance Products
Shareholder Information Agreement • April 30th, 2007 • Modern Woodmen of America Variable Annuity Account

SHAREHOLDER INFORMATION AGREEMENT entered into as of April 10, 2007 by and between the Fidelity Distributors Corporation (the “Underwriter”) and the Company with an effective date of October 16, 2007 (the “Agreement”).

Shareholder Information Agreement Franklin Templeton Variable Insurance Products Trust
Shareholder Information Agreement • May 10th, 2007 • American Equity Life Annuity Account

This Shareholder Information Agreement (“Agreement”) is entered into as of April 16, 2007, and is among Franklin/Templeton Distributors, Inc. (“Distributors”) on behalf of each Fund, as defined below, and the Intermediary, as defined below. Unless otherwise specified, capitalized terms have the meaning set out under “Definitions,” below.

SHAREHOLDER INFORMATION AGREEMENT
Shareholder Information Agreement • May 10th, 2007 • American Equity Life Annuity Account

THIS AGREEMENT (the “Agreement”) is made and entered into as of April 16, 2007, or such other compliance date mandated by Rule 22c-2 under the Investment Company Act of 1940 (“Rule 22c-2”), whichever is later, by and between AMERICAN CENTURY INVESTMENT SERVICES, INC. (“ACIS”), and American Equity Investment Life Insurance Company (the “Intermediary”).

Rule 22c-2 Shareholder Information Agreement
Shareholder Information Agreement • April 21st, 2022 • Talcott Resolution Life Insurance Co Separate Account Seven

This Agreement is entered into as of March 13, 2007, by and between (i) Hartford Life Insurance Company and Hartford Life and Annuity Insurance Company (together, "we" or "us") and (ii) Allianz Global Investors Distributors LLC ("AGID"), ("you") in your capacity as the principal underwriter of the Premier VIT and PIMCO Variable Insurance Trust Funds (each a "Fund" and together the "Funds").

SHAREHOLDER INFORMATION AGREEMENT
Shareholder Information Agreement • April 22nd, 2021 • Pruco Life Variable Appreciable Account • New Jersey

SHAREHOLDER INFORMATION AGREEMENT entered into as of April 16, 2007 by and between T. Rowe Price Services, Inc. ("Services"), T. Rowe Price Investment Services, Inc. ("Investment Services") (collectively the "Fund") and The Prudential Insurance Company of America, Pruco Life Insurance Company, and Pruco Life Insurance Company of New Jersey (the "Intermediary"), with an effective date of October 16, 2007. Prior to the effective date of this Shareholder Information Agreement, the Fund and the Intermediary agree that any request made to the Intermediary by the Fund for shareholder transaction information, and the Intermediary's response to such request, shall be governed by whatever practices the Fund and the Intermediary had utilized in the absence of a formal agreement, if any, to govern such requests.

SHAREHOLDER INFORMATION AGREEMENT
Shareholder Information Agreement • April 21st, 2022 • Massachusetts Mutual Variable Life Separate Account I • Massachusetts

SHAREHOLDER INFORMATION AGREEMENT entered into as of March 12, 2007 by and between DWS Scudder Distributors, Inc. (the “Fund”) and Massachusetts Mutual Life Insurance Company and C.M. Life Insurance Company (each an “Intermediary”) with an effective date of October 16, 2007.

RULE 22c-2 SHAREHOLDER INFORMATION AGREEMENT
Shareholder Information Agreement • April 21st, 2022 • Talcott Resolution Life & Annuity Insurance Co Separate Account Seven

This Agreement entered into as of April 16, 2007, by and between MFS Fund Distributors, Inc. ("MFD") and the party signing below ("Intermediary") with an effective date of October 16, 2007.

Shareholder Information Agreement
Shareholder Information Agreement • June 16th, 2017 • Pruco Life of New Jersey Variable Appreciable Account

This Shareholder Information Agreement ("Agreement") is entered into as of April 16, 2007, and is among Franklin/Templeton Distributors, Inc. ("Distributors") on behalf of each Fund, as defined below, and the Intermediary, as defined below. Unless otherwise specified, capitalized terms have the meaning set out under "Definitions," below.

SHAREHOLDER INFORMATION AGREEMENT
Shareholder Information Agreement • April 27th, 2012 • Country Investors Variable Annuity Account • New York

THIS SHAREHOLDER INFORMATION AGREEMENT entered into as of July 15, 2011 by and between Federated Securities Corp., (“FSC”) a Pennsylvania Corporation, and COUNTRY Investors Life Assurance Company (“Insurer”), an Illinois insurance company.

SHAREHOLDER INFORMATION AGREEMENT
Shareholder Information Agreement • April 11th, 2018 • Pruco Life of New Jersey Variable Appreciable Account • New Jersey

THIS SHAREHOLDER INFORMATION AGREEMENT (the "'Agreement") entered into as of April 16, 2007 by and between The Prudential Series Fund and Pruco Life Insurance Company of New Jersey on its own behalf and on behalf of its separate accounts investing in The Prudential Series Fund, with an effective date of October 16, 2007 (the "Effective Date").

Contract
Shareholder Information Agreement • May 10th, 2007 • American Equity 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 American Equity Investment Life Insurance Company (the “Intermediary”).

SHAREHOLDER INFORMATION AGREEMENT
Shareholder Information Agreement • April 13th, 2018 • Prudential Variable Contract Account Gi-2 • New Jersey
SHAREHOLDER INFORMATION AGREEMENT (VUL Product)
Shareholder Information Agreement • April 21st, 2022 • Massachusetts Mutual Variable Life Separate Account I • Massachusetts

SHAREHOLDER INFORMATION AGREEMENT entered into as of April 10, 2007 by and between Janus Aspen Series (the “Fund”) and Massachusetts Mutual Life Insurance Company, and C.M. Life Insurance Company (each an “Intermediary”) with an effective date of October 16, 2007.

SHAREHOLDER INFORMATION AGREEMENT
Shareholder Information Agreement • April 27th, 2018 • Mutual of America Separate Account No 3

THIS AGREEMENT (the “Agreement”) is made and entered into as of April 15, 2007, or such other compliance date mandated by Rule 22c-2 under the Investment Company Act of 1940 (“Rule 22c- 2”), whichever is later, by and between AMERICAN CENTURY INVESTMENT SERVICES, INC. (“ACIS”), and the party signing below (“Intermediary”) with an effective date of October 15, 2007.

SHAREHOLDER INFORMATION AGREEMENT
Shareholder Information Agreement • April 13th, 2018 • Prudential Variable Contract Account Gi-2 • New Jersey

SHAREHOLDER INFORMATION AGREEMENT entered into as of March 12, 2007 by and between Janus Services LLC, Janus Distributors LLC, Janus Capital Management LLC, and Janus Aspen Series (Collectively, the “Fund Agent”) and The Prudential Insurance Company of America, Pruco Life Insurance Company, and Pruco Life Insurance Company of New Jersey (the “Intermediary”), with an effective date of October 16, 2007. Prior to the effective date of this Shareholder Information Agreement, the Fund Agent and the Intermediary agree that any request made to the Intermediary by the Fund Agent for shareholder transaction information, and the Intermediary’s response to such request, shall be governed by whatever practices the Fund Agent and the Intermediary had utilized in the absence of a formal agreement, if any, to govern such requests.

THE UNIVERSAL INSTITUTIONAL FUNDS, INC. SHAREHOLDER INFORMATION AGREEMENT
Shareholder Information Agreement • May 1st, 2007 • National Variable Annuity Account Ii

THIS AGREEMENT, dated as of March 16, 2007, is by and between Morgan Stanley Distribution, Inc. ("Fund Agent") and the financial intermediary whose name appears on the signature page of this Agreement ("Intermediary"). Fund Agent is entering into this Agreement on behalf of The Universal Institutional Funds, Inc., including any separate series or portfolios thereof, whether existing at the date of this Agreement or established subsequent hereto (each, a "Fund," and, collectively, the "Funds").

RULE 22c-2 SHAREHOLDER INFORMATION AGREEMENT
Shareholder Information Agreement • May 1st, 2012 • Advantus Series Fund Inc • Minnesota

This Shareholder Information Agreement (hereinafter “Agreement”) is entered into as of May 1, 2012 by and between Securian Funds Trust (hereinafter the “Trust”) and Minnesota Life Insurance Company (hereinafter the “Intermediary” or “Minnesota Life”).

SHAREHOLDER INFORMATION AGREEMENT
Shareholder Information Agreement • April 13th, 2018 • Prudential Variable Contract Account Gi-2 • New Jersey

SHAREHOLDER INFORMATION AGREEMENT entered into as of April 16, 2007 by and between MFS Fund Distributors, Inc. (“MFD”) and The Prudential Insurance Company of America, Pruco Life Insurance Company, and Pruco Life Insurance Company of New Jersey (the “Intermediary”), with an effective date of October 16, 2007. Prior to the effective date of this Shareholder Information Agreement, MFD and the Intermediary agree that any request made to the Intermediary on behalf of an MFS Fund for shareholder transaction information, and the Intermediary’s response to such request, shall be governed by whatever practices the MFS Fund’s agent(s) and the Intermediary had utilized in the absence of a formal agreement, if any, to govern such requests.

SHAREHOLDER INFORMATION AGREEMENT
Shareholder Information Agreement • May 1st, 2007 • National Variable Life Insurance Account

THIS AGREEMENT (the “Agreement”) is made and entered into as of October 16, 2006, or such other compliance date mandated by Rule 22c-2 under the Investment Company Act of 1940 (“Rule 22c-2”), whichever is later, by and between AMERICAN CENTURY INVESTMENT SERVICES, INC. (“ACIS”), and the party signing below (“Intermediary”).

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Rule 22c-2 Shareholder Information Agreement
Shareholder Information Agreement • October 7th, 2014 • Principal Life Insurance Co Separate Account B

This Shareholder Information Agreement (“Agreement”) is entered into as of April 16, 2007, and is among Principal Funds Distributor, Inc. (“Distributor”) on behalf of each Fund, as defined below, and the Intermediary, as defined below. Unless otherwise specified, capitalized terms have the meaning set out under “Definitions,” below.

Shareholder Information Agreement Franklin Templeton Variable Insurance Products Trust
Shareholder Information Agreement • April 28th, 2022 • WoodmenLife Variable Annuity Account

This Shareholder Information Agreement (“Agreement”) is entered into as of January 1, 2014, and is among Franklin/Templeton Distributors, Inc. (“Distributors”) on behalf of each Fund, as defined below, and the Intermediary, as defined below. Unless otherwise specified, capitalized terms have the meaning set out under “Definitions,” below.

SHAREHOLDER INFORMATION AGREEMENT
Shareholder Information Agreement • April 30th, 2007 • American Fidelity Separate Account C

THIS AGREEMENT (the "Agreement") is made and entered into as of October 16, 2006, or such other compliance date mandated by Rule 22c-2 under the Investment Company Act of 1940 ("Rule 22c-2"), whichever is later, by and between AMERICAN CENTURY INVESTMENT SERVICES, INC. ("ACIS"), and the party signing below ("Intermediary").

MAXIM SERIES FUND, INC. RULE 22c-2 SHAREHOLDER INFORMATION AGREEMENT
Shareholder Information Agreement • May 1st, 2007 • Maxim Series Fund Inc

This Shareholder Information Agreement (this “Agreement”) is entered into on April 16, 2007 by and between Maxim Series Fund, Inc. (the “Fund”) and GWFS Equities, Inc. and its affiliates (the “Intermediary”) with an effective date of October 16, 2007 or such earlier date as mutually agreed upon by the parties.

FIRST AMENDMENT AND JOINDER
Shareholder Information Agreement • February 23rd, 2015 • Principal Life Insurance Co Separate Account B

VAN ECK SECURITIES CORPORATION ("Van Eck") and PRINCIPAL LIFE INSURANCE COMPANY ("Intermediary") (as amended from time to time, the "Agreement").

Shareholder Information Agreement Franklin Templeton Variable Insurance Products Trust
Shareholder Information Agreement • April 30th, 2007 • Llac Variable Account

This Shareholder Information Agreement (“Agreement”) is entered into as of April 16, 2007, and is among Franklin/Templeton Distributors, Inc. (“Distributors”) on behalf of each Fund, as defined below, and the Intermediary, as defined below. Unless otherwise specified, capitalized terms have the meaning set out under “Definitions,” below.

Shareholder Information Agreement Franklin Templeton Variable Insurance Products Trust
Shareholder Information Agreement • April 21st, 2022 • Talcott Resolution Life & Annuity Insurance Co Separate Account Seven

This Shareholder Information Agreement ("Agreement") is entered into as of April 16, 2007, and is among Franklin/Templeton Distributors, Inc. ("Distributors") on behalf of each Fund, as defined below, and the Intermediary, as defined below. Unless otherwise specified, capitalized terms have the meaning set out under "Definitions," below.

BlackRock Model Variable Annuity Rule 22c-2 Agreement
Shareholder Information Agreement • April 30th, 2007 • American Fidelity Separate Account B

SHAREHOLDER INFORMATION AGREEMENT entered into by and between BlackRock Distributors, Inc. and its successors, assigns and designees ("BDI") and the Intermediary with an effective date of April 16, 2007.

SHAREHOLDER INFORMATION AGREEMENT (Under Rule 22c-2(a)(2) of the Investment Company Act of 1940)
Shareholder Information Agreement • April 28th, 2008 • WRL Series Life Corporate Account

This Shareholder Information Agreement (“Agreement”) is effective as of the 27th day of November, 2007, by and between the DFA Investment Dimensions Group Inc (the “Fund”), and Western Reserve Assurance Co. of Ohio (“Intermediary”).

SHAREHOLDER INFORMATION AGREEMENT
Shareholder Information Agreement • May 1st, 2007 • Tiaa Cref Life Separate Account Va-1

This Agreement is made as of , 2007, or such other compliance date mandated by Rule 22c-2 of the Investment Company Act of 1940 (“Rule 22c-2”), by and between TIAA-CREF Life Insurance Company (“TC Life”) and Teachers Personal Investors Services, Inc. (“TPIS”).

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