Master Shareholder Services Agreement Sample Contracts
EXHIBIT 99-B.8.65 Aetna Life Insurance and Annuity Company 151 Farmington Avenue Hartford, CT 06156-3124 Attention: Julie E. Rockmore, Esq. Re: MASTER SHAREHOLDER SERVICES AGREEMENT FOR THE FRANKLIN TEMPLETON FUNDS ------------------------ We...Master Shareholder Services Agreement • April 16th, 2004 • Variable Annuity Acct C of Ing Life Insurance & Annuity Co • California
Contract Type FiledApril 16th, 2004 Company Jurisdiction
ING Life Insurance and Annuity Company ING Insurance Company of America Hartford, CT 06156-3124 Attention: Lisa S. Gilarde Re: Third Amendment to Master Shareholder Services Agreement for the Franklin Templeton FundsMaster Shareholder Services Agreement • October 24th, 2005 • Variable Annuity Acct C of Ing Life Insurance & Annuity Co
Contract Type FiledOctober 24th, 2005 CompanyEffective May 1, 2004, this Amendment is made to the Master Shareholder Services Agreement dated August 28, 2000, as amended November 13, 2000 and February 1, 2002 ("Agreement"), between ING Life Insurance and Annuity Company (formerly Aetna Life Insurance and Annuity Company) ("ILIAC," also referred to as "you"), Franklin Templeton Distributors, Inc. ("Distributors") and Franklin Templeton Investor Services, LLC ("Transfer Agent," together, Distributors and Transfer Agent shall be referred to as "we" or "us").
CERTAIN INFORMATION IN THIS EXHIBIT HAS BEEN REDACTED BECAUSE IT IS BOTH NOT MATERIAL AND WOULD BE COMPETITIVELY HARMFUL IF PUBLICLY DISCLOSED. Master Shareholder Services Agreement for the Franklin Templeton FundsMaster Shareholder Services Agreement • April 26th, 2022 • Nationwide Variable Account • New York
Contract Type FiledApril 26th, 2022 Company JurisdictionTHIS AGREEMENT is made effective as of the 1s’ day of October, 2007 by and among NATIONWIDE FINANCIAL SERVICES, INC., on behalf of its subsidiaries and affiliates listed on Exhibit B (collectively “you”), FRANKLIN TEMPLETON DISTRIBUTORS, INC. (“Distributors”) and FRANKLIN TEMPLETON INVESTOR SERVICES, LLC (“Transfer Agent,” together, Distributors and Transfer Agent shall be referred to as “we” or “us”).
FOURTH AMENDMENT TO MASTER SHAREHOLDER SERVICES AGREEMENT FOR THE FRANKLIN TEMPLETON FUNDSMaster Shareholder Services Agreement • December 3rd, 2010 • Variable Annuity Acct C of Ing Life Insurance & Annuity Co
Contract Type FiledDecember 3rd, 2010 Company
Attention: Julie E. Rockmore, Counsel Re: Second Amendment to Master Shareholder ServicesMaster Shareholder Services Agreement • December 30th, 2003 • Variable Annuity Acct C of Ing Life Insurance & Annuity Co
Contract Type FiledDecember 30th, 2003 CompanyEffective February 1, 2002, this Amendment is made to the Master Shareholder Services Agreement dated August 28, 2000, between AETNA LIFE INSURANCE AND ANNUITY COMPANY ("ALIAC", also referred to as "you"), FRANKLIN TEMPLETON DISTRIBUTORS, INC. ("Distributors") and FRANKLIN TEMPLETON INVESTOR SERVICES, LLC ("Transfer Agent," together, Distributors and Transfer Agent shall be referred to as "we" or "us").
Fifth Amendment to the Master Shareholder Services Agreement for the Franklin Templeton FundsMaster Shareholder Services Agreement • April 9th, 2014 • Variable Annuity Acct C of Ing Life Insurance & Annuity Co
Contract Type FiledApril 9th, 2014 Company
Re: Master Shareholder Services Agreement for theMaster Shareholder Services Agreement • December 30th, 2003 • Variable Annuity Acct C of Ing Life Insurance & Annuity Co • California
Contract Type FiledDecember 30th, 2003 Company JurisdictionWe understand that you currently issue group annuity contracts under which you provide, among other things, recordkeeping and administrative services to certain qualified defined contribution employee benefit plans ("Benefit Plans"), and that under such group annuity contracts you establish and maintain Benefit Plan participant investment accounts and provide other administrative and personal services to Benefit Plans and their participants.
FORM N-4, ITEM 24(b)(8.61)Master Shareholder Services Agreement • April 20th, 2012 • Aul American Unit Trust • California
Contract Type FiledApril 20th, 2012 Company Jurisdiction
EXHIBIT 99-B.8.66 November 13, 2000 Julie E. Rockmore Aetna Life Insurance and Annuity Company 151 Farmington Avenue Hartford, CT 06156-3124 RE: AMENDMENT TO EXHIBIT B (NSCC VERSION) OF MASTER SHAREHOLDER SERVICES AGREEMENT FOR THE FRANKLIN TEMPLETON...Master Shareholder Services Agreement • April 16th, 2004 • Variable Annuity Acct C of Ing Life Insurance & Annuity Co
Contract Type FiledApril 16th, 2004 Company
November 13, 2000 Julie E. Rockmore Aetna Life Insurance and Annuity CompanyMaster Shareholder Services Agreement • December 30th, 2003 • Variable Annuity Acct C of Ing Life Insurance & Annuity Co
Contract Type FiledDecember 30th, 2003 Company
Exhibit: 24(b)(8.83): (Retail) Sixth Amendment dated August 1, 2018, to the Master Shareholder Services Agreement dated August 28, 2000 between Voya Retirement Insurance and Annuity Company (fka ING Life Insurance and Annuity Company), Voya Financial...Master Shareholder Services Agreement • April 4th, 2019 • VARIABLE ANNUITY ACCT C OF VOYA RETIREMENT INSURANCE & ANNUITY Co
Contract Type FiledApril 4th, 2019 CompanyEffective as of the 1st day of August, 2018, this Amendment is made to the Master Shareholder Services Agreement for the Franklin Templeton Funds dated August 28, 2000, as amended, (the "Agreement") between ING Life Insurance and Annuity Company and ING Financial Advisers, LLC (collectively "you" or "your"), and Franklin Templeton Distributors, Inc. ("Distributors") and Franklin Templeton Investor Services, LLC ("Transfer Agent," together, Distributors and Transfer Agent shall be referred to as "we" or "us").