FIFTH AMENDMENT TO PRINCIPAL UNDERWRITING AGREEMENT
EX-(e)(1)(a)
FIFTH AMENDMENT TO
PRINCIPAL UNDERWRITING AGREEMENT
THIS FIFTH AMENDMENT TO THE PRINCIPAL UNDERWRITING AGREEMENT, effective as of December 15, 2020 (the “Amendment”), is between Lincoln Variable Insurance Products Trust, a business trust organized under the laws of Delaware (the “Trust”), and Lincoln Financial Distributors, Inc. a Connecticut corporation, (the “Distributor”).
WHEREAS, the Trust has contracted with the Distributor to provide distribution services to each series within the Trust pursuant to a Principal Underwriting Agreement, entered into January 1, 2012, as amended (the “Agreement”);
WHEREAS, the parties have agreed to amend the Agreement and its Schedule A to amend the list of series in the Trust.
NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree as follows:
| 1. | Schedule A shall be deleted and replaced in its entirety with the attached Schedule A; |
| 2. | All other terms and provisions of the Agreement not amended herein shall remain in full force and effect; and |
| 3. | This Amendment may be executed in two or more counterparts, which together shall constitute one instrument. |
IN WITNESS WHEREOF, the parties hereto have caused this Amendment to be executed by their duly authorized officers as of the day and year first written above.
| LINCOLN VARIABLE INSURANCE PRODUCTS | ||
| TRUST | ||
| By: /s/ Xxxxxx X. Xxxxxxxxxx | ||
| Name: Xxxxxx X. Xxxxxxxxxx | ||
| Title: President | ||
| LINCOLN FINANCIAL DISTRIBUTORS, INC. | ||
| By: /s/ Xxxx Xxxxxxx | ||
| Name: Xxxx Xxxxxxx | ||
| Title: SVP; Head of Retirement Solutions Distribution | ||
EX-(e)(1)(a)
SCHEDULE A
| Fund
|
Effective Date
| |
| Lincoln iShares® Fixed Income Allocation Fund |
February 1, 2017 | |
| Lincoln iShares® Global Growth Allocation Fund |
February 1, 2017 | |
| Lincoln iShares® U.S. Moderate Allocation Fund |
February 1, 2017 | |
| LVIP American Balanced Allocation Fund |
July 30, 2010 | |
| LVIP American Century Select Mid Cap Managed Volatility Fund |
January 2, 2014 | |
| LVIP American Global Balanced Allocation Managed Risk Fund |
March 1, 2012 | |
| LVIP American Global Growth Allocation Managed Risk Fund |
March 1, 2012 | |
| LVIP American Global Growth Fund |
April 30, 2010 | |
| LVIP American Global Small Capitalization Fund |
April 30, 2010 | |
| LVIP American Growth Fund |
April 30, 2010 | |
| LVIP American Growth Allocation Fund |
July 30, 2010 | |
| LVIP American Growth-Income Fund |
April 30, 2010 | |
| LVIP American International Fund |
April 30, 2010 | |
| LVIP American Income Allocation Fund |
July 30, 2010 | |
| LVIP American Preservation Fund |
August 27, 2012 | |
| LVIP Baron Growth Opportunities Fund |
January 1, 2008 | |
| LVIP BlackRock Advantage Allocation Fund |
May 1, 2009 | |
| LVIP BlackRock Dividend Value Managed Volatility Fund |
October 1, 2009 | |
| LVIP BlackRock Global Allocation Fund |
April 26, 2019 | |
| LVIP BlackRock Global Allocation Managed Risk Fund |
April 30, 2013 | |
| LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund |
May 1, 2016 | |
| LVIP BlackRock Global Real Estate Fund |
January 1, 2008 | |
| LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund |
May 1, 2016 | |
| LVIP BlackRock Inflation Protected Bond Fund |
April 30, 2010 | |
| LVIP Blended Large Cap Growth Managed Volatility Fund |
January 1, 2008 | |
| LVIP Blended Mid Cap Managed Volatility Fund |
January 1, 2008 | |
| LVIP ClearBridge QS Select Large Cap Managed Volatility Fund |
January 2, 2014 | |
| LVIP Delaware Bond Fund |
January 1, 2008 | |
| LVIP Delaware Diversified Floating Rate Fund |
April 30, 2010 | |
| LVIP Delaware Diversified Income Fund |
May 1, 2021 | |
| LVIP Delaware High Yield Fund |
May 1, 2021 | |
| LVIP Delaware Limited-Term Diversified Income Fund |
May 1, 2021 | |
| LVIP Delaware Mid Cap Value Fund |
January 1, 2008 | |
| LVIP Delaware REIT Fund |
May 1, 2021 | |
EX-(e)(1)(a)
| Fund
|
Effective Date
| |
| LVIP Delaware XXXX Cap Core Fund |
May 1, 2021 | |
| LVIP Delaware Social Awareness Fund |
January 1, 2008 | |
| LVIP Delaware U.S. Growth Fund |
May 1, 2021 | |
| LVIP Delaware Value Fund |
May 1, 2021 | |
| LVIP Delaware Wealth Builder Fund |
May 1, 2009 | |
| LVIP Dimensional International Core Equity Fund |
May 1, 2015 | |
| LVIP Dimensional International Equity Managed Volatility Fund |
April 29, 2011 | |
| LVIP Dimensional U.S. Core Equity 1 Fund |
January 1, 2008 | |
| LVIP Dimensional U.S. Core Equity 2 Fund |
May 1, 2015 | |
| LVIP Dimensional U.S. Equity Managed Volatility Fund |
April 29, 2011 | |
| LVIP Dimensional/Vanguard Total Bond Fund |
April 29, 2011 | |
| LVIP Fidelity Institutional AM® Select Core Equity Managed Volatility Fund |
April 30, 2013 | |
| LVIP Franklin Xxxxxxxxx Global Equity Managed Volatility Fund |
January 1, 2008 | |
| LVIP Franklin Xxxxxxxxx Multi-Asset Opportunities Fund |
May 1, 2014 | |
| LVIP Global Income Fund |
May 1, 2009 | |
| LVIP Global Aggressive Growth Allocation Managed Risk Fund |
November 1, 2018 | |
| LVIP Global Conservative Allocation Managed Risk Fund |
January 1, 2008 | |
| LVIP Global Growth Allocation Managed Risk Fund |
January 1, 2008 | |
| LVIP Global Moderate Allocation Managed Risk Fund |
January 1, 2008 | |
| LVIP Government Money Market Fund |
January 1, 2008 | |
| LVIP Invesco Select Equity Income Managed Volatility Fund |
January 2, 2014 | |
| LVIP JPMorgan High Yield Fund |
April 30, 2010 | |
| LVIP JPMorgan Retirement Income Fund |
May 1, 2009 | |
| LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund |
January 1, 2008 | |
| LVIP Xxxxxx Xxxxxx Global Growth Fund |
May 1, 2018 | |
| LVIP MFS International Equity Managed Volatility Fund |
April 30, 2013 | |
| LVIP MFS International Growth Fund |
January 1, 2008 | |
| LVIP MFS Value Fund |
January 1, 2008 | |
| LVIP Mondrian International Value Fund |
January 1, 2008 | |
| LVIP Multi-Manager Global Equity Managed Volatility Fund |
May 1, 2014 | |
| LVIP PIMCO Low Duration Bond Fund |
May 1, 2014 | |
| LVIP SSGA Bond Index Fund |
January 1, 2008 | |
| LVIP SSGA Conservative Index Allocation Fund |
July 30, 2010 | |
| LVIP SSGA Conservative Structured Allocation Fund |
July 30, 2010 | |
EX-(e)(1)(a)
| Fund
|
Effective Date
| |
| LVIP SSGA Developed International 150 Fund |
January 1, 2008 | |
| LVIP SSGA Emerging Markets 100 Fund |
January 1, 2008 | |
| LVIP SSGA Emerging Markets Equity Index Fund |
November 1, 2018 | |
| LVIP SSGA Global Tactical Allocation Managed Volatility Fund |
July 30, 2010 | |
| LVIP SSGA International Index Fund |
January 1, 2008 | |
| LVIP SSGA International Managed Volatility Fund |
January 2, 2014 | |
| LVIP SSGA Large Cap 100 Fund |
January 1, 2008 | |
| LVIP SSGA Large Cap Managed Volatility Fund |
April 30, 2013 | |
| LVIP SSGA Mid-Cap Index Fund |
August 29, 2014 | |
| LVIP SSGA Moderate Index Allocation Fund |
July 30, 2010 | |
| LVIP SSGA Moderate Structured Allocation Fund |
July 30, 2010 | |
| LVIP SSGA Moderately Aggressive Index Allocation Fund |
July 30, 2010 | |
| LVIP SSGA Moderately Aggressive Structured Allocation Fund |
July 30, 2010 | |
| LVIP SSGA Nasdaq-100 Index Fund |
February 1, 2021 | |
| LVIP SSGA S&P 500 Index Fund |
January 1, 2008 | |
| LVIP SSGA Short-Term Bond Index Fund |
May 1, 2018 | |
| LVIP SSGA Small-Cap Index Fund |
January 1, 2008 | |
| LVIP SSGA XXXX Cap Managed Volatility Fund |
April 30, 2014 | |
| LVIP SSGA Small-Mid Cap 200 Fund |
January 1, 2008 | |
| LVIP X. Xxxx Price Growth Stock Fund |
January 1, 2008 | |
| LVIP X. Xxxx Price Structured Mid-Cap Growth Fund |
January 1, 2008 | |
| LVIP X. Xxxx Price 2010 Fund |
January 1, 2008 | |
| LVIP X. Xxxx Price 2020 Fund |
January 1, 2008 | |
| LVIP X. Xxxx Price 2030 Fund |
January 1, 2008 | |
| LVIP X. Xxxx Price 2040 Fund |
January 1, 2008 | |
| LVIP X. Xxxx Price 2050 Fund |
April 29, 2011 | |
| LVIP X. Xxxx Price 2060 Fund |
May 1, 2020 | |
| LVIP U.S. Aggressive Growth Allocation Managed Risk Fund |
November 1, 2018 | |
| LVIP U.S. Growth Allocation Managed Risk Fund |
May 1, 2015 | |
| LVIP Vanguard Domestic Equity ETF Fund |
April 29, 2011 | |
| LVIP Vanguard International Equity ETF Fund |
April 29, 2011 | |
| LVIP Wellington Capital Growth Fund |
January 1, 2008 | |
| LVIP Wellington Mid-Cap Value Fund |
January 1, 2008 | |
| LVIP Western Asset Core Bond Fund |
July 1, 2016 | |
