AMONGParticipation Agreement • April 30th, 1999 • Sun Life of Canada U S Variable Account G • Maryland
ADDENDUM TO FUND PARTICIPATION AGREEMENT This ADDENDUM dated as of May 1, 2000 amends the Fund Participation Agreement among Sun Life Assurance Company of Canada (U.S.)("Company"), Neuberger Berman Advisers Management Trust ("Trust"), Advisers...Fund Participation Agreement • April 28th, 2000 • Sun Life of Canada U S Variable Account G
AMENDMENT NO. 2 PARTICIPATION AGREEMENTParticipation Agreement • April 30th, 1999 • Sun Life of Canada U S Variable Account G
CONTENTSParticipation Agreement • April 28th, 2000 • Sun Life of Canada U S Variable Account G • California
PARTICIPATION AGREEMENTParticipation Agreement • January 21st, 1997 • Sun Life of Canada U S Variable Account G • Massachusetts
PARTICIPATION AGREEMENTParticipation Agreement • April 30th, 1999 • Sun Life of Canada U S Variable Account G • Massachusetts
FUND PARTICIPATION AGREEMENT Sun Life Assurance Company of Canada (U.S.) Sun Life Insurance and Annuity Company of New York Independence Life and Annuity Company Columbia Funds Variable Insurance Trust I Columbia Management Advisors, LLC and Columbia...Fund Participation Agreement • April 27th, 2007 • Sun Life of Canada U S Variable Account G • Massachusetts
THIS AGREEMENT, made and entered into as of this 1st day of April, 2007, by and among SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), a Delaware life insurance company, SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK, a New York life insurance company, INDEPENDENCE LIFE AND ANNUITY COMPANY, a Rhode Island life insurance company (each, a åCompanyæ and collectively, the åCompaniesæ), on each Company’s own behalf and on behalf of each Company’s separate accounts (the åAccountsæ); COLUMBIA FUNDS VARIABLE INSURANCE TRUST I, an open-end management investment company organized under the laws of Delaware (the åFundæ); COLUMBIA MANAGEMENT ADVISORS, LLC (the åAdviseræ), a Massachusetts limited liability corporation; and COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (the åDistributoræ), a Massachusetts corporation, outlines the duties and responsibilities of the parties and supercedes all prior participation agreements between the parties and their successors.
CONTENTSParticipation Agreement • April 30th, 2001 • Sun Life of Canada U S Variable Account G • California
AMENDMENT 1 Effective September 15, 2001Administrative Service Agreement • September 10th, 2001 • Sun Life of Canada U S Variable Account G • Massachusetts
PARTICIPATION AGREEMENT AMONG MFS VARIABLE INSURANCE TRUST, SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) AND MASSACHUSETTS FINANCIAL SERVICES COMPANYParticipation Agreement • August 17th, 2012 • Sun Life of Canada U S Variable Account G • Massachusetts
THIS AGREEMENT, made and entered into this 1st day of April, 2002, by and among MFS VARIABLE INSURANCE TRUST, a Massachusetts business trust (the "Trust"), SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), a Delaware corporation (the "Company") on its own behalf and on behalf of each of the segregated asset accounts of the Company set forth in Schedule A hereto, as may be amended from time to time (the "Accounts"), and MASSACHUSETTS FINANCIAL SERVICES COMPANY, a Delaware corporation ("MFS").
PARTICIPATION AGREEMENT AMONG MFS VARIABLE INSURANCE TRUST MFS VARIABLE INSURANCE TRUST II MFS VARIABLE INSURANCE TRUST III SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK AND MFS FUND DISTRIBUTORS, INC....Participation Agreement • December 10th, 2012 • Sun Life of Canada U S Variable Account G • Massachusetts
· Amended and Restated Participation Agreement Among MFS/Sun Life Series Trust, Sun Life Assurance Company of Canada (U.S.), Sun Life Insurance and Annuity Company of New York, and Massachusetts Financial Services Company, dated November 6, 2002;
SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.)Participation Agreement • April 5th, 2004 • Sun Life of Canada U S Variable Account G • New York
THIS AGREEMENT (the "Agreement"), made and entered into as of the 16th day of September 2002 by and among Sun Life Assurance Company of Canada (U.S.) (hereinafter the "Company"), on its own behalf and on behalf of each separate account of the Company named in Schedule 1 to this Agreement, as may be amended from time to time by mutual consent (hereinafter collectively the "Accounts"), Oppenheimer Variable Account Funds (hereinafter the "Fund") and OppenheimerFunds, Inc. (hereinafter the "Adviser").
SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.)The Participation Agreement • April 30th, 1999 • Sun Life of Canada U S Variable Account G
FUND PARTICIPATION AGREEMENT AMONG TEMPLETON VARIABLE PRODUCTS SERIES FUND, FRANKLIN TEMPLETON DISTRIBUTORS and SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) THIS AGREEMENT made this 13th day of December, 1996, among Templeton Variable Products Series...Fund Participation Agreement • January 21st, 1997 • Sun Life of Canada U S Variable Account G • Connecticut
JANUS ASPEN SERIES FUND PARTICIPATION AGREEMENTFund Participation Agreement • September 29th, 2006 • Sun Life of Canada U S Variable Account G • Colorado
THIS AGREEMENT is made this 1st day of November, 2005, between JANUS ASPEN SERIES, an open-end management investment company organized as a Delaware business trust (the "Trust"), JANUS DISTRIBUTORS LLC (the "Distributor"), a Delaware limited liability company (the "Distributor"), and SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), a life insurance company organized under the laws of the State of Delaware (the "Company"), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A, as may be amended from time to time (the "Accounts").
FUND PARTICIPATION AGREEMENTParticipation Agreement • April 5th, 2004 • Sun Life of Canada U S Variable Account G • Delaware
THIS AGREEMENT, made and entered into this ____ day of ___________, 2004 (the "Agreement"), by and among Sun Life Assurance Company of Canada (U.S.), organized under the laws of the State of Delaware (the "Company"), on behalf of itself and each separate account of the Company named in Schedule A to this Agreement, as may be amended from time to time (each such separate account being hereinafter referred to as a "Separate Account" and, collectively, as the "Separate Accounts"); Delaware VIP Trust, an open-end management investment company organized as a statutory trust under the laws of the State of Delaware (the "Trust"); Delaware Management Company, a series of Delaware Management Business Trust, a statutory trust organized under the laws of the State of Delaware and investment adviser to the Trust (the "Adviser"); and Delaware Distributors, L.P., a limited partnership organized under the laws of the State of Delaware and principal underwriter/distributor of the Trust (the "Distribut
PARTICIPATION AGREEMENTParticipation Agreement • December 30th, 2005 • Sun Life of Canada U S Variable Account G • Delaware
THIS AGREEMENT, made and entered into as of the 1st day of September, 2005 by and among SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) (hereinafter the "Company"), a life insurance company organized under the laws of Delaware, on its own behalf and on behalf of each separate account of the Company set forth on Schedule B hereto as may be amended from time to time (each such account hereinafter referred to as the "Account"), and ROYCE CAPITAL FUND (hereinafter the "Fund"), a Delaware business trust, and ROYCE & ASSOCIATES, LLC, a Delaware limited liability company (the "Adviser").
FUND PARTICIPATION AGREEMENTFund Participation Agreement • May 2nd, 2005 • Sun Life of Canada U S Variable Account G • New York
THIS AGREEMENT is made this 13th day of May, 2004, by and among MERRILL LYNCH VARIABLE SERIES FUNDS, INC., an open-end management investment company organized as a Maryland corporation (the "Fund"), MERRILL LYNCH INVESTMENT MANAGERS, L.P., an investment adviser registered as such under the Investment Advisers Act of 1940, as amended ("MLIM"), FAM DISTRIBUTORS, INC., a broker-dealer registered as such under the Securities Exchange Act of 1934, as amended (the "Underwriter"), and SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), a life insurance company organized under the laws of the state of Delaware ("Company"), on its own behalf and on behalf of each separate account of the Company set forth on Schedule A, as may be amended from time to time (each an "Account" and collectively the "Accounts").
AMONGParticipation Agreement • January 21st, 1997 • Sun Life of Canada U S Variable Account G • Massachusetts
THIS AGREEMENT is made and entered into as of the 1st___ day of May______, 2004 by and among SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) (the "Company"), a Delaware corporation, on its own behalf and on behalf of each separate account of the Company...Agreement • September 29th, 2006 • Sun Life of Canada U S Variable Account G • New York
(This and related steps may occur later in the chronological process due to possible uncertainties relating to the proposals.)
BY AND AMONGParticipation Agreement • April 30th, 1999 • Sun Life of Canada U S Variable Account G • Maryland
FUND PARTICIPATION AGREEMENTFund Participation Agreement • July 3rd, 2002 • Sun Life of Canada U S Variable Account G • New York
THIS AGREEMENT made as of the ____ day of _____________, _______ by and among Deutsche Asset Management VIT Funds ("TRUST"), a Massachusetts business trust, Deutsche Asset Management, Inc. ("ADVISER"), a Delaware corporation, and ______________ ("LIFE COMPANY"), a life insurance company organized under the laws of the State of _____________. WHEREAS, TRUST is registered with the Securities and Exchange Commission ("SEC") under the Investment Company Act of 1940, as amended (the "'40 Act"), as an open-end, diversified management investment company; and WHEREAS, TRUST is comprised of several series funds (each a "Portfolio"), with those Portfolios currently available being listed on Appendix A hereto; and WHEREAS, TRUST was organized to act as the funding vehicle for certain variable life insurance and/or variable annuity contracts ("Variable Contracts") offered by life insurance companies through separate accounts ("Separate Accounts") of such life insurance companies ("Participating In
EXHIBIT (8)(k) PARTICIPATION AGREEMENT Among RYDEX VARIABLE TRUST, RYDEX DISTRIBUTORS, INC. and SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) DATED AS OF APRIL 30, 2001Participation Agreement • April 22nd, 2002 • Sun Life of Canada U S Variable Account G • Delaware
THIS AGREEMENT, made and entered into as of the 30th day of April, 2001 by and among Sun Life Assurance Company of Canada (U.S.) (hereinafter the "Company"), a life insurance company organized as a corporation under the laws of the State of Delaware, on its own behalf and on behalf of each separate account of the Company set forth on Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the "Account"), RYDEX VARIABLE TRUST (hereinafter the "Trust"), a Delaware business trust, and RYDEX DISTRIBUTORS, INC. (hereinafter the "Underwriter"), a Maryland corporation.
EXHIBIT (8)(i) FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 22nd, 2002 • Sun Life of Canada U S Variable Account G • New York
THIS AGREEMENT made as of the 17th day of February, 1998, by and among Lord Abbett Series Fund, Inc. ("FUND"), a Maryland Corporation, Lord, Abbett & Co. ("ADVISER"), a New York Partnership, and Sun Life Assurance Company of Canada (U.S.) (the ("COMPANY"), a life insurance company organized under the laws of the State of Delaware.
CORPORATE MARKETS VARIABLE LIFE INSURANCE SALES AGREEMENTCorporate Markets Variable Life Insurance Sales Agreement • April 28th, 2000 • Sun Life of Canada U S Variable Account G • Massachusetts
THIS AGREEMENT is made and entered into as of the 1st day of May, 2004 by and among SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) (the "Company"), a Delaware corporation, on its own behalf and on behalf of each separate account of the Company set forth...Agreement • April 27th, 2007 • Sun Life of Canada U S Variable Account G • New York
(This and related steps may occur later in the chronological process due to possible uncertainties relating to the proposals.)
EXHIBIT (8)(k)(i) PARTICIPATION AGREEMENT AMENDMENT NO. 1Participation Agreement • April 22nd, 2002 • Sun Life of Canada U S Variable Account G
The Participation Agreement, made and entered into as of the 30th day of April, 2001 by and among SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) (hereinafter the "Company"), a life insurance company organized as a corporation under the laws of the State of Delaware, on its own behalf and on behalf of each separate account of the Company set forth on Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the "Account"), RYDEX VARIABLE TRUST (hereinafter the "Trust"), a Delaware business trust, and RYDEX DISTRIBUTORS, INC. (hereinafter the "Underwriter"), a Maryland corporation, do hereby agree to amend the Agreement as follows:
Group Policy Owner Bank of Newport Group Policy Number G001 This Group Policy is the legal contract between the Group Policy Owner and Sun Life Assurance Company of Canada (U.S.) (the "Company" or "We"). We agree to provide the rights and benefits...Sun • April 30th, 2001 • Sun Life of Canada U S Variable Account G
THIRD PARTY ADMINISTRATION AGREEMENT THIS AGREEMENT made this ___ day of ____, 1994, between Andesa TPA, Inc. (hereinafter called "Administrator"), a Pennsylvania corporation, and Sun Life Assurance Company of Canada (hereinafter called "Carrier"):Third Party Administration Agreement • October 1st, 2002 • Sun Life of Canada U S Variable Account G • Pennsylvania
WHEREAS, Carrier has identified certain life insurance policies (hereinafter called "Policy") as set forth in the attached Schedule A; and
FUND PARTICIPATION AGREEMENT AMENDMENT NO. 4Fund Participation Agreement • October 1st, 2002 • Sun Life of Canada U S Variable Account G
THIS AMENDMENT, made and entered into this 5th day of August, 2002 (the "Amendment") by and among Sun Life Assurance Company of Canada (U.S.), Sun Life Insurance and Annuity Company of New York (each of which is hereinafter referred to as the "Company"), INVESCO Funds Group, Inc. (the "Adviser"), INVESCO Distributors, Inc. (the "Distributor"), and INVESCO Variable Investment Funds, Inc. (the "Fund").
EXHIBIT (8)(e)(ii) SECOND AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 22nd, 2002 • Sun Life of Canada U S Variable Account G
Sun Life Assurance Company of Canada (U.S.), Variable Insurance Products Fund II, and Fidelity Distributors Corporation hereby amend the Participation Agreement ("Agreement") dated December 1, 1996, as amended, by doing the following:
MARKETING COORDINATION AND ADMINISTRATIVE SERVICE AGREEMENTMarketing Coordination and Administrative Service Agreement • April 29th, 1998 • Sun Life of Canada U S Variable Account G • Massachusetts
EXHIBIT (8)(e)(i) FIRST AMENDMENT TO PARTICIPATION AGREEMENT Sun Life Assurance Company of Canada (U.S.), Variable Insurance Products Fund II and Fidelity Distributors Corporation hereby amend the Participation Agreement ("Agreement") dated December...Participation Agreement • April 22nd, 2002 • Sun Life of Canada U S Variable Account G
Sun Life Assurance Company of Canada (U.S.) Flexible Premium Variable Universal Life Insurance Policy Insured John Doe Policy Number V00#00001Sun Life of Canada U S Variable Account G • January 2nd, 2004
This Policy is a legal contract in which We, Sun Signed at Wellesley Hills, Massachusetts, Life Assurance Company of Canada (U.S.), a member of on the Issue Date.
QUESTIONSSun Life of Canada U S Variable Account G • April 30th, 2001
