PARTICIPATION AGREEMENT Among VANGUARD VARIABLE INSURANCE FUND and THE VANGUARD GROUP, INC. and VANGUARD MARKETING CORPORATION and PACIFIC LIFE AND ANNUITY COMPANYParticipation Agreement • October 5th, 2020 • Separate Account a of Pacific Life & Annuity Co • Pennsylvania
THIS AGREEMENT, made and entered into as of the 12 day of May, 2020, by and among VANGUARD VARIABLE INSURANCE FUND (hereinafter the “Fund”), a Delaware business trust, THE VANGUARD GROUP, INC. (hereinafter the “Sponsor”), a Pennsylvania corporation, VANGUARD MARKETING CORPORATION (hereinafter the “Distributor”), a Pennsylvania corporation, and PACIFIC LIFE AND ANNUITY COMPANY, an Arizona corporation (hereinafter the “Company”), on its own behalf and on behalf of each segregated asset account of the Company named in Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”).
Amendment No. 2 to Fund Participation Agreement among Pacific Life & Annuity Company Schwab Annuity Portfolios and Charles Schwab & Co., Inc.Participation Agreement • October 5th, 2020 • Separate Account a of Pacific Life & Annuity Co
Pacific Life & Annuity Company, on its behalf and on behalf of certain segregated asset accounts of the Company, Schwab Annuity Portfolios and Charles Schwab & Co., Inc., have previously entered into a Participation Agreement dated May 1, 2012 (the “Agreement”). The parities now desire to amend the Agreement by this amendment (the “Amendment”).
SIXTH AMENDMENT TO ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • October 5th, 2020 • Separate Account a of Pacific Life & Annuity Co
This Sixth Amendment to Administrative Services Agreement (“Amendment”) is entered into by and among PACIFIC LIFE & ANNUITY COMPANY, an Arizona corporation (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A of the Participation Agreement (as defined below) as may be amended from time to time; and LEGG MASON INVESTOR SERVICES, LLC, a Maryland limited liability company (the “Distributor”);
Amendment No. 5 to Fund Participation and Service Agreement between Pacific Life Insurance Company Pacific Life & Annuity Company American Funds Distributors, Inc. American Funds Insurance Series American Funds Service Company and Capital Research and...Separate Account a of Pacific Life & Annuity Co • October 5th, 2020
Pacific Life Insurance Company (“Pacific Life”) and Pacific Life & Annuity Company (“Pacific Life & Annuity,” and, together with Pacific Life, the “Insurance Company”), for itself and on behalf of one or more separate accounts of the Insurance Company (“Separate Accounts”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”), an open-end investment company for which AFD, CRMC and Transfer Agent provide services and which is divided into funds (hereinafter collectively called the “Funds” and, individually, a “Fund”), for good and valuable consideration, have previously entered into a Fund Participation and Service Agreement dated October 1, 2013 (as amended to date, the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”).
AMENDMENT NO. 3 TO THE PARTICIPATION AGREEMENTThe Participation Agreement • October 5th, 2020 • Separate Account a of Pacific Life & Annuity Co
THIS AMENDMENT TO THE PARTICIPATION AGREEMENT (“Amendment”) is effective as of August 1, 2020 between Pacific Life & Annuity Company (“Company”), T. Rowe Price Equity Series, Inc., T. Rowe Price Fixed Income Series, Inc. and T. Rowe Price International Series, Inc. (each, a “Fund” and collectively, “the “Funds”) and T. Rowe Price Investment Services, Inc. (“Underwriter”).
Amendment No. 4 to Participation Agreement Among Pacific Life & Annuity Company Variable Insurance Products Funds, and Fidelity Distributors Company LLCParticipation Agreement • October 5th, 2020 • Separate Account a of Pacific Life & Annuity Co
Pacific Life & Annuity Company (the “Company”), on its behalf and on behalf of certain segregated asset accounts (“Accounts”) of the Company, the Variable Insurance Products Fund, Variable Insurance Products Fund II, Variable Insurance Products Fund III, Variable Insurance Products Fund IV, and Variable Insurance Products Fund V (collectively referred to as the “Fund”), and Fidelity Distributors Company LLC (the “Underwriter”), have previously entered into a Participation Agreement dated July 25, 2005 (the “Agreement”), as amended. The parties now desire to further amend the Agreement by this amendment (the “Amendment”).
FIRST AMENDMENT TO PARTICIPATION AGREEMENT BY AND AMONG DFA INVESTMENT DIMENSIONS GROUP INC., DIMENSIONAL FUND ADVISORS LP, DFA SECURITIES LLC PACIFIC LIFE INSURANCE COMPANY AND PACIFIC LIFE & ANNUITY COMPANYParticipation Agreement • October 5th, 2020 • Separate Account a of Pacific Life & Annuity Co
THIS AMENDMENT, made and entered into this 17th day of August, 2020, by and among Pacific Life Insurance Company and Pacific Life & Annuity Company (hereinafter collectively referred to as the “Company”), on its own behalf and on behalf of segregated asset accounts of the Company that may be established from time to time (individually, an “Account” and collectively, the “Accounts”); DFA Investment Dimensions Group Inc. (the “Fund”); the Fund’s investment adviser, Dimensional Fund Advisors LP (the “Adviser”); and DFA Securities LLC (formerly, DFA Securities, Inc., “DFAS”) (individually, a “Party” and collectively, the “Parties”).
FIFTH AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • October 5th, 2020 • Separate Account a of Pacific Life & Annuity Co
This Fifth Amendment to Participation Agreement (“Amendment”) is entered into by and among Legg Mason Investor Services, LLC, (the “Distributor”), Legg Mason Partners Variable Equity Trust and Legg Mason Partners Variable Income Trust (each a “Fund”, collectively the “Funds”) and Pacific Life & Annuity Company (the “Company” or “You”).
Amendment No. 5 to Administrative Services Agreement Franklin Templeton Services, LLC Pacific Life & Annuity CompanyAdministrative Services Agreement • October 5th, 2020 • Separate Account a of Pacific Life & Annuity Co
THIS AMENDMENT is made by and between Franklin Templeton Services, LLC (the “Fund Administrator”) and Pacific Life & Annuity Company (the “Company”).
