AMENDMENT NO. 4 EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • April 29th, 2021 • Eq Advisors Trust
Amendment No. 4 effective February 26, 2021 (“Amendment No. 4”) to the Expense Limitation Agreement dated July 16, 2020 (“Agreement”) between Equitable Investment Management Group, LLC (the “Adviser”) and EQ Advisors Trust (the “Trust”), on behalf of each series of the Trust set forth in Schedule A attached hereto (each, a “Portfolio,” and collectively, the “Portfolios).
AMENDMENT NO. 2 TO THE AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 29th, 2021 • Eq Advisors Trust
AMENDMENT NO. 2 dated February 26, 2021 (“Amendment No. 2”) to the Amended and Restated Investment Advisory Agreement dated as of July 16, 2020 (“Agreement”) between EQ Advisors Trust, a Delaware statutory trust (the “Trust”), with respect to each series of the Trust (each, a “Portfolio”), and Equitable Investment Management Group, LLC, a limited liability company organized in the State of Delaware (“EIM” or “Adviser”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • April 29th, 2021 • Eq Advisors Trust • New York
AGREEMENT made as of the 16th day of July, 2020, by and between MORGAN STANLEY INVESTMENT MANAGEMENT INC., a Delaware corporation (hereinafter referred to as “MSIM”, and MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY, a corporation organized under the laws of Singapore (hereinafter referred to the “Local Manager”).
EQ ADVISORS TRUST AMENDMENT NO. 1 TO THE INVESTMENT SUB-ADVISORY AGREEMENTEq Advisors Trust • April 29th, 2021
AMENDMENT NO. 1 to the Investment Sub-Advisory Agreement dated as of February 1, 2021 (“Amendment No. 1”) between Equitable Investment Management Group, LLC, a Delaware limited liability company (“EIM” or “Adviser”) and BlackRock Investment Management, LLC, a limited liability company organized under the laws of the State of Delaware (“BlackRock” or “Sub-Adviser”).
AMENDMENT NO. 16 AMENDED AND RESTATED PARTICIPATION AGREEMENTParticipation Agreement • April 29th, 2021 • Eq Advisors Trust
Amendment No. 16, dated as of February 26, 2021 (“Amendment No. 16”), to the Amended and Restated Participation Agreement, dated as of May 23, 2012, as amended (“Agreement”), by and among EQ Advisors Trust (“Trust”), Equitable Financial Life Insurance Company of America and Equitable Distributors, LLC (collectively, the “Parties”).
AMENDMENT NO. 9 FORM OF PARTICIPATION AGREEMENTParticipation Agreement • April 29th, 2021 • Eq Advisors Trust
FORM OF Amendment No. 9, dated as of February 26, 2021 (“Amendment No. 9”), to the Participation Agreement, dated as of October 1, 2013, as amended (“Agreement”), by and among EQ Advisors Trust (“Trust”), MONY Life Insurance Company and Equitable Distributors, LLC (collectively, the “Parties”).
FORM OF AMENDMENT NO. 37 AMENDED AND RESTATED GLOBAL CUSTODY AGREEMENTGlobal Custody Agreement • April 29th, 2021 • Eq Advisors Trust
FORM OF Amendment No. 37, dated as of February 1, 2021 (“Amendment No. 37”), to the Amended and Restated Global Custody Agreement, dated as of February 1, 2002, as amended (“Agreement”), by and between EQ Advisors Trust (“Trust”), on behalf of each of the portfolios designated on Schedule C thereto, and JPMorgan Chase Bank, N.A. (“Bank”). Capitalized terms used but not defined herein have the meanings ascribed to them in the Agreement.
EQ ADVISORS TRUST FORM OF AMENDMENT NO. 1 TO THE INVESTMENT SUB-ADVISORY AGREEMENTEq Advisors Trust • April 29th, 2021
FORM OF AMENDMENT NO. 1 effective as of May 1, 2021 (“Amendment No. 1”) to the Investment Sub-Advisory Agreement dated as of July 31, 2020 (“Agreement”) between Equitable Investment Management Group, LLC, a limited liability company organized under the laws of the State of Delaware (“EIM” or “Adviser”) and QS Investors LLC, a limited liability company organized in the State of Delaware (“QS” or “Sub-Adviser”).
INVESTMENT SUB-SUB-ADVISORY AGREEMENTInvestment Sub-Sub-Advisory Agreement • April 29th, 2021 • Eq Advisors Trust • Delaware
This Agreement, effective as of the 16th day of July, 2020, is by and among Invesco Advisers, Inc., a Delaware corporation and registered investment adviser (the “Sub-Adviser”) and Invesco Asset Management Limited, a company incorporated in England and Wales, authorized by the Financial Services Authority and a registered investment adviser (the “Sub-Sub-Adviser”), each, a “party.”
AMENDMENT NO. 15 SECOND AMENDED AND RESTATED PARTICIPATION AGREEMENTParticipation Agreement • April 29th, 2021 • Eq Advisors Trust
Amendment No. 15, dated as of February 26, 2021 (“Amendment No. 15”), to the Second Amended and Restated Participation Agreement, dated as of May 23, 2012, as amended (“Agreement”), by and among EQ Advisors Trust (“Trust”), Equitable Financial Life Insurance Company, Equitable Investment Management Group, LLC and Equitable Distributors, LLC (collectively, the “Parties”).
AMENDMENT NO. 3 TO THE MUTUAL FUNDS SERVICE AGREEMENTMutual Funds Service Agreement • April 29th, 2021 • Eq Advisors Trust
AMENDMENT NO. 3 dated as of February 26, 2021 (“Amendment No. 3”), to the Mutual Funds Service Agreement dated as of July 16, 2020 (“Agreement”) between EQ Advisors Trust, a Delaware statutory trust (“Trust”), and Equitable Investment Management Group, LLC, a Delaware limited liability company (“EIM” or “Administrator”).
AMENDMENT NO. 2 DISTRIBUTION AGREEMENT EQ ADVISORS TRUST – EQUITABLE DISTRIBUTORS, LLC – CLASS K SHARESDistribution Agreement • April 29th, 2021 • Eq Advisors Trust
AMENDMENT NO. 2 dated as of February 26, 2021 (“Amendment No. 2”) to the Distribution Agreement dated as of July 16, 2020 (the “Agreement”), between EQ Advisors Trust, a Delaware statutory trust (the “Trust”), and Equitable Distributors, LLC (the “Distributor”), relating to Class K shares.
AMENDMENT NO. 2 DISTRIBUTION AGREEMENT EQ ADVISORS TRUST – EQUITABLE DISTRIBUTORS, LLC – CLASS IA SHARESDistribution Agreement • April 29th, 2021 • Eq Advisors Trust
AMENDMENT NO. 2 dated as of February 26, 2021 (“Amendment No. 2”), to the Distribution Agreement, dated as of July 16, 2020 (the “Agreement”), between EQ Advisors Trust, a Delaware statutory trust (the “Trust”), and Equitable Distributors, LLC (the “Distributor”), relating to Class IA shares.
EQ ADVISORS TRUST FORM OF AMENDMENT NO. 2 TO THE INVESTMENT SUB-ADVISORY AGREEMENTEq Advisors Trust • April 29th, 2021
FORM OF AMENDMENT NO. 2 dated April 30, 2021 (“Amendment No. 2”) to the Investment Sub-Advisory Agreement dated as of July 16, 2020 (“Agreement”) between Equitable Investment Management Group, LLC, a limited liability company organized under the laws of the State of Delaware (“EIM” or “Adviser”), and Loomis, Sayles & Company, L.P., a Delaware partnership (“Loomis Sayles” or “Sub-Adviser”).
AMENDMENT NO. 2 DISTRIBUTION AGREEMENT EQ ADVISORS TRUST – EQUITABLE DISTRIBUTORS, LLC – CLASS IB SHARESDistribution Agreement • April 29th, 2021 • Eq Advisors Trust
AMENDMENT NO. 2 dated as of February 26, 2021 (“Amendment No. 2”) to the Distribution Agreement dated as of July 16, 2020 (the “Agreement”) between EQ Advisors Trust, a Delaware statutory trust (the “Trust”), and Equitable Distributors, LLC (the “Distributor”), relating to Class IB shares.
EQ ADVISORS TRUST AMENDMENT NO. 1 TO THE INVESTMENT SUB-ADVISORY AGREEMENTSub-Advisory Agreement • April 29th, 2021 • Eq Advisors Trust
AMENDMENT NO. 1 to the Investment Sub-Advisory Agreement effective as of May 1, 2021 (“Amendment No. 1”) between Equitable Management Group, LLC, a Delaware limited liability company (“EIM” or “Adviser”) and Invesco Advisers, Inc., a Delaware corporation (“Invesco” or “Sub-Adviser”).
EQ ADVISORS TRUST FORM OF AMENDMENT NO. 2 TO THE INVESTMENT SUB-ADVISORY AGREEMENTEq Advisors Trust • April 29th, 2021
FORM OF AMENDMENT NO. 2 dated April 30, 2021 (“Amendment No. 2”) to the Investment Sub-Advisory Agreement dated as of July 16, 2020 (“Agreement”) between Equitable Investment Management Group, LLC, a limited liability company organized under the laws of the State of Delaware (“EIM” or “Adviser”), and AXA Investment Managers, Inc., a corporation organized in the State of Delaware (“AXA IM” or “Sub-Adviser”).
