FORM OF AMENDMENT NO. [XX] EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • July 20th, 2023 • Eq Advisors Trust
Form of Amendment No. [XX] dated [ , 2023 (“Amendment No. [XX]”) to the Expense Limitation Agreement dated January 1, 2023 (“Agreement”) between Equitable Investment Management Group, LLC (the “Adviser”), Equitable Investment Management, LLC (the “Administrator”) and EQ Advisors Trust (the “Trust”).
FORM OF AMENDMENT NO. [XX] TO THE AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • July 20th, 2023 • Eq Advisors Trust
FORM OF AMENDMENT NO. [XX] dated [ , 2023 (Amendment No. [XX]”), to the Amended and Restated Investment Advisory Agreement dated July 16, 2020 (“Agreement”) between EQ Advisors Trust, a Delaware statutory trust (“Trust”), and Equitable Investment Management Group, LLC, a limited liability company organized in the State of Delaware (“Adviser”).
FORM OF INVESTMENT SUB-ADVISORY AGREEMENTSub-Advisory Agreement • July 20th, 2023 • Eq Advisors Trust • New York
FORM OF INVESTMENT SUB-ADVISORY AGREEMENT, effective as of [ , 2023, by and between Equitable Investment Management Group, LLC, a limited liability company organized in the State of Delaware (“Adviser”), and Brandywine Global Investment Management, LLC, a limited liability company organized in the State of Delaware (“Sub-Adviser”).
FORM OF AMENDMENT NO. [XX] DISTRIBUTION AGREEMENT EQ ADVISORS TRUST – EQUITABLE DISTRIBUTORS, LLC – CLASS K SHARESDistribution Agreement • July 20th, 2023 • Eq Advisors Trust
FORM OF AMENDMENT NO. [XX] dated as of [ , 2023 (“Amendment No. [XX]”) 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.
EQ ADVISORS TRUST FORM OF AMENDMENT NO. [XX] TO THE INVESTMENT SUB-ADVISORY AGREEMENTEq Advisors Trust • July 20th, 2023
FORM OF AMENDMENT NO. [XX] dated as of [ , 2023 (“Amendment No. [XX]”) 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”).
FORM OF AMENDMENT NO. XX AMENDED AND RESTATED PARTICIPATION AGREEMENTParticipation Agreement • July 20th, 2023 • Eq Advisors Trust
Form of Amendment No. [XX], dated as of [ , 2023] (“Amendment No. [XX]”), 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”).
FORM OF AMENDMENT NO. [XX] TO THE MUTUAL FUNDS SERVICE AGREEMENTFunds Service Agreement • July 20th, 2023 • Eq Advisors Trust
FORM OF AMENDMENT NO. [XX], dated as of [ , 2023] (“Amendment No. [XX]”), to the Mutual Funds Service Agreement dated as of January 1, 2023 (“Agreement”) between EQ Advisors Trust, a Delaware statutory trust (“Trust”), Equitable Investment Management, LLC (“Administrator”), a limited liability company organized in the State of Delaware, and Equitable Investment Management Group, LLC (“EIM or “Adviser”), a limited liability company organized in the State of Delaware.
EQ ADVISORS TRUST FORM OF AMENDMENT NO. [XX] TO THE INVESTMENT SUB-ADVISORY AGREEMENTEq Advisors Trust • July 20th, 2023
FORM OF AMENDMENT NO. [XX] effective as of [ , 2023 (“Amendment No. [XX]”) to the Investment Sub-Advisory Agreement dated as of July 16, 2020, as amended, 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 US Inc., a corporation organized in the State of Delaware (“AXA IM” or “Sub-Adviser”), (the “Agreement”).
FORM OF AMENDMENT NO. [XX] SECURITIES LENDING AGREEMENTSecurities Lending Agreement • July 20th, 2023 • Eq Advisors Trust
Form of Amendment No. [XX], dated as of [ , 2023] (“Amendment No. [XX]”), to the Securities Lending Agreement dated as of April 11, 2016 (“Agreement”), by and between JPMorgan Chase Bank, National Association (“J.P. Morgan”) and each Equitable investment company identified in Annex A hereto (“Lender”).
FORM OF AMENDMENT NO. [XX] DISTRIBUTION AGREEMENT EQ ADVISORS TRUST – EQUITABLE DISTRIBUTORS, LLC – CLASS IA SHARESDistribution Agreement • July 20th, 2023 • Eq Advisors Trust
FORM OF AMENDMENT NO. [XX] dated as of [ , 2023 (“Amendment No. [XX]”), 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.
FORM OF AMENDMENT NO. [XX] SECOND AMENDED AND RESTATED PARTICIPATION AGREEMENTParticipation Agreement • July 20th, 2023 • Eq Advisors Trust
Form of Amendment No. [XX], dated as of [ , 2023] (“Amendment No. XX”), 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”).
FORM OF AMENDMENT NO. [XX] AMENDED AND RESTATED GLOBAL CUSTODY AGREEMENTGlobal Custody Agreement • July 20th, 2023 • Eq Advisors Trust
Form of Amendment No. [XX], dated as of [ , 2023] (“Amendment No. [XX]”), 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.
