PARTICIPATION AGREEMENT AmongParticipation Agreement • April 28th, 2014 • Virtus Variable Insurance Trust • Delaware
THIS AGREEMENT, effective as of the [___] day of April 2013, by and among Symetra Life Insurance Company (the “Company”), a Washington life insurance company, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each account hereinafter referred to as the “Account”), VIRTUS VARIABLE INSURANCE TRUST (the “Fund”), a Delaware statutory trust, and VP DISTRIBUTORS, LLC (the “Distributor”), a Delaware limited liability company.
AMENDED AND RESTATED ADMINISTRATION AGREEMENTAdministration Agreement • April 28th, 2014 • Virtus Variable Insurance Trust • Connecticut
This Amended and Restated Administration Agreement is effective as of the 1st day of January, 2014, by and between Virtus Variable Insurance Trust (the “Fund”) including the series listed under the Fund (each, a “Series” and together the “Series”) on Schedule A, and Virtus Fund Services, LLC, a Delaware limited liability company (the “Administrator”).
AMENDMENT TO DISTRIBUTION AND ADMINISTRATIVE SERVICES AGREEMENTDistribution and Administrative Services Agreement • April 28th, 2014 • Virtus Variable Insurance Trust
This Amendment is entered into as of January 1, 2013 (the “Effective Date”) by and among Virtus Investment Advisers, Inc. (“Virtus”), VP Distributors, LLC (formerly known as VP Distributors, Inc.), Phoenix Life Insurance Company, PHL Variable Insurance Company, and Phoenix Life and Annuity Company (each a “Company” and collectively, the “Company”) and 1851 Securities, Inc.
THIRD AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • April 28th, 2014 • Virtus Variable Insurance Trust • Delaware
This Third Amended and Restated Expense Limitation Agreement (the “Agreement”) effective as of January 1, 2014, amends and restates that Amended and Restated Expense Limitation Agreement effective as of May 1, 2013, by and between Virtus Variable Insurance Trust, a Delaware statutory trust (the “Registrant”), on behalf of each series of the Registrant listed in Appendix A (each a “Fund” and collectively, the “Funds”) and the Adviser of each of the Funds, Virtus Investment Advisers, Inc., a Massachusetts corporation (the “Adviser”).
MARKETING AND ADMINISTRATIVE SERVICES AGREEMENTMarketing and Administrative • April 28th, 2014 • Virtus Variable Insurance Trust • Delaware
The Guardian Insurance & Annuity Company, Inc. ("Firm") and VP Distributors, LLC ("Distributor") mutually agree to the arrangements set forth in this Marketing and Administrative Services Agreement (the "Agreement") effective as of May 23, 2013. Firm and the Distributor are referred to collectively herein as the "Parties”.
SECOND AMENDMENT TO INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 28th, 2014 • Virtus Variable Insurance Trust • Delaware
THIS AMENDMENT effective as of the 1st day of January, 2014, amends that certain Investment Advisory Agreement (the “Agreement”) by and between Virtus Variable Insurance Trust, a Delaware statutory trust (the “Trust”), and Virtus Investment Advisers, Inc., a Massachusetts corporation (the “Adviser”), as follows:
MARKETING AND ADMINISTRATIVE SERVICES AGREEMENTMarketing And • April 28th, 2014 • Virtus Variable Insurance Trust • Delaware
Symetra Life Insurance Company (“Firm”) and VP Distributors, LLC (“Distributor”) mutually agree to the arrangements set forth in this Marketing and Administrative Services Agreement (the “Agreement”) effective as of April 25, 2013. Firm and the Distributor are referred to collectively herein as the “Parties.”
AMENDMENT TO MARKETING AND ADMINISTRATIVE SERVICES AGREEMENTMarketing and Administrative Services Agreement • April 28th, 2014 • Virtus Variable Insurance Trust
This Amendment is entered into as of July 1, 2013 (the "Effective Date") by and between Symetra Life Insurance Company ("Firm"), Symetra Securities, Inc. ("Broker-Dealer") and VP Distributors, LLC ("Distributor'').
FIRST AMENDMENT TO SUBADVISORY AGREEMENTSubadvisory Agreement • April 28th, 2014 • Virtus Variable Insurance Trust • Delaware
THIS AMENDMENT effective as of the 1st day of January, 2014 amends that certain Subadvisory Agreement effective June 17, 2011 (the “Agreement”) among Virtus Variable Insurance Trust (the “Fund”), an open-end investment company of the series type registered under the Investment Company Act of 1940 (the “Act”) on behalf of its series Virtus Multi-Sector Fixed Income Series and Virtus Strategic Allocation Series (the “Series”), Virtus Investment Advisers, Inc., a Massachusetts corporation (the “Adviser”) and Newfleet Asset Management, LLC, a Delaware limited liability company (the “Subadviser”) as follows:
FIRST AMENDMENT TO SUBADVISORY AGREEMENTSubadvisory Agreement • April 28th, 2014 • Virtus Variable Insurance Trust • Illinois
THIS AMENDMENT effective as of the 1st day of January, 2014 amends that certain Subadvisory Agreement effective November 5, 2010 (the “Agreement”) among Virtus Variable Insurance Trust (the “Fund”), an open-end investment company of the series type registered under the Investment Company Act of 1940 (the “Act”) on behalf of its series Virtus Real Estate Securities Series (the “Series”), Virtus Investment Advisers, Inc., a Massachusetts corporation (the “Adviser”) and Duff & Phelps Investment Management Co., an Illinois corporation (the “Subadviser”) as follows:
