SUMMIT INVESTMENT SUBADVISORY AGREEMENTSummit Investment Subadvisory Agreement • February 5th, 2013 • Calvert Variable Products, Inc. • Maryland
INVESTMENT SUBADVISORY AGREEMENT, effective April 30, 2013, by and between Calvert Investment Management, Inc., a Delaware corporation registered as an investment advisor under the Investment Advisers Act of 1940 located at 4550 Montgomery Avenue, Suite 1000N, Bethesda, MD 20814 (the "Advisor"), and Ameritas Investment Partners, Inc., a Nebraska corporation registered as an investment advisor under the Investment Advisers Act of 1940 located at 390 North Cotner Blvd., Lincoln, NE 68505 (the "Subadvisor"). Upon the effectiveness of this Investment Subadvisory Agreement, that certain subadvisory agreement between Calvert Asset Management Company, Inc. and Summit Investment Advisors, Inc. dated September 16, 2010 will automatically terminate pursuant to Section 5(c) thereof.
INVESTMENT SUBADVISORY AGREEMENTInvestment Subadvisory Agreement • February 5th, 2013 • Calvert Variable Products, Inc. • Maryland
INVESTMENT SUBADVISORY AGREEMENT, effective April 30, 2013, by and between CALVERT INVESTMENT MANAGEMENT, INC., a Delaware corporation registered as an investment advisor under the Investment Advisers Act of 1940 (the "Advisor"), and MILLIMAN FINANCIAL RISK MANAGEMENT LLC, a Delaware limited liability company (the "Subadvisor").
AMENDMENT TO THE AMENDED AND RESTATED SERVICING AGREEMENTServicing Agreement • February 5th, 2013 • Calvert Variable Products, Inc.
THIS AMENDMENT to the Amended and Restated Servicing Agreement (the “Agreement”) between Calvert Investment Services, Inc., a Delaware corporation (“CIS”), and Calvert Variable Products, Inc. , a Maryland corporation (“Fund”) dated as of November 1, 2012 is effective as of the April 30, 2013. Terms used herein and not otherwise defined have the meaning assigned thereto in the Agreement.
ADDENDUM TO INVESTMENT ADVISORY AGREEMENT Calvert Variable Products, Inc.Investment Advisory Agreement • February 5th, 2013 • Calvert Variable Products, Inc.
Calvert Investment Management, Inc. (“Calvert” or the “Advisor”) is the investment advisor to the above-referenced registered investment company (Fund). Calvert has agreed, with the Fund, to contractually limit direct ordinary net annual fund operating expenses of the Fund through April 30, 2014, as follows. This expense limitation does not limit the acquired fund fees and expenses incurred by a shareholder. Under the terms of the contractual expense limitation, operating expenses do not include interest expense, brokerage commissions, extraordinary expenses, and taxes. To the extent any expense offset arrangement reduces Fund expenses, Calvert's obligation under this agreement is reduced and Calvert shall also benefit from the expense offset arrangement. The below figures are expressed as a percentage of average net assets.
AMENDMENT TO THE ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • February 5th, 2013 • Calvert Variable Products, Inc.
THIS AMENDMENT to the Administrative Services Agreement (the “Agreement”) between Calvert Investment Administrative Services, Inc., a Delaware corporation (“Distributor”), and Calvert Variable Products, Inc. , a Maryland corporation (“Fund”) dated as of December 12, 2008 is effective as of the April 30, 2013. Terms used herein and not otherwise defined have the meaning assigned thereto in the Agreement.
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • February 5th, 2013 • Calvert Variable Products, Inc.
This Amendment, effective April 30, 2011, is entered into by and between Calvert Variable Products, Inc. (formerly Summit Mutual Funds, Inc.) and Calvert Investment Management, Inc.
DEFERRED COMPENSATION AGREEMENTDeferred Compensation Agreement • February 5th, 2013 • Calvert Variable Products, Inc. • Maryland
Agreement entered into this ____day of December, 2012, between Calvert Variable Series, Inc. and Calvert Variable Products, Inc. (hereinafter referred to as the Funds) and _________________________
AMENDMENT TO THE UNDERWRITING AGREEMENTUnderwriting Agreement • February 5th, 2013 • Calvert Variable Products, Inc.
THIS AMENDMENT to the Underwriting Agreement (the “Agreement”) between Calvert Investment Management, Inc., a Delaware corporation (“Distributor”), and Calvert Variable Products, Inc. , a Maryland corporation (“Fund”) dated as of December 12, 2008 is effective as of the April 30, 2013. Terms used herein and not otherwise defined have the meaning assigned thereto in the Agreement.
to Master Transfer Agency and Service Agreement (the “Agreement”) between State Street Bank and Trust Company (the “Transfer Agent”), Calvert Investment Services, Inc. (“CIS”), and Calvert Social Investment Fund, Calvert Social Index Series, Inc.,...Master Transfer Agency and Service Agreement • February 5th, 2013 • Calvert Variable Products, Inc.
This Amendment is entered into on February [xx], 2013 and made effective as of April 30, 2013, except as otherwise expressly provided herein. In accordance with Section 15.1 (Amendment) of the Agreement between the Funds, CIS and the Transfer Agent dated April 3, 2007 and effective as of May 1, 2006, as amended (the “Agreement”), the parties desire to amend the Agreement as set forth herein. All capitalized terms not otherwise defined herein shall have the meanings set forth in the Agreement.
