AMENDMENT NO. 5 EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • July 13th, 2021 • Eq Advisors Trust
Amendment No. 5, effective June 23, 2021 (“Amendment No. 5”), to the Expense Limitation Agreement dated July 16, 2020 (“Agreement”) between Equitable Investment Management Group, LLC (the “Adviser”) and EQ Advisors Trust (the “Trust”)
AMENDMENT NO. 3 TO THE AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • July 13th, 2021 • Eq Advisors Trust
AMENDMENT NO. 3 effective as of June 23, 2021 (“Amendment No. 3”), to the Amended and Restated Investment Advisory Agreement dated July 16, 2020 (“Agreement”) between EQ Advisors Trust, a Delaware statutory trust (the “Trust”) and Equitable Investment Management Group, LLC, a limited liability company organized in the State of Delaware (“EIM” or “Adviser”).
EQ ADVISORS TRUST AMENDMENT NO. 2 TO THE INVESTMENT SUB-ADVISORY AGREEMENTEq Advisors Trust • July 13th, 2021
AMENDMENT NO. 2 to the Investment Sub-Advisory Agreement effective as of [ , 2021] (“Amendment No. 2”) between Equitable Investment Management Group, LLC, a Delaware limited liability company (“EIM” or “Adviser”) and AllianceBernstein L.P., a Delaware limited partnership (“AllianceBernstein” or “Sub-Adviser”).
AMENDMENT NO. 4 TO THE MUTUAL FUNDS SERVICE AGREEMENTMutual Funds Service Agreement • July 13th, 2021 • Eq Advisors Trust
AMENDMENT NO. 4, effective as of June 23, 2021 (“Amendment No. 4”), 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”).
FORM OF AMENDMENT NO. 39 AMENDED AND RESTATED GLOBAL CUSTODY AGREEMENTCustody Agreement • July 13th, 2021 • Eq Advisors Trust
Form of Amendment No. 39, dated as of [ , 2021] (“Amendment No. 39”), 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.
FORM OF AMENDMENT NO. 16 SECOND AMENDED AND RESTATED PARTICIPATION AGREEMENTParticipation Agreement • July 13th, 2021 • Eq Advisors Trust
Form of Amendment No. 16, dated as of [July , 2021] (“Amendment No. 16”), 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”).
EQ ADVISORS TRUST AMENDMENT NO. 1 TO THE INVESTMENT SUB-ADVISORY AGREEMENTSub-Advisory Agreement • July 13th, 2021 • Eq Advisors Trust
AMENDMENT NO. 1, effective as of June 23, 2021 (“Amendment No. 1”), to the Investment Sub-Advisory Agreement dated 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 SSGA Funds Management, Inc., a corporation organized in the Commonwealth of Massachusetts (“SSGA” or “Sub-Adviser”).
EQ ADVISORS TRUST AMENDMENT NO. 2 TO THE INVESTMENT SUB-ADVISORY AGREEMENTSub-Advisory Agreement • July 13th, 2021 • Eq Advisors Trust
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”).
FORM OF AMENDMENT NO. 5 TO THE MUTUAL FUNDS SERVICE AGREEMENTFunds Service Agreement • July 13th, 2021 • Eq Advisors Trust
FORM OF AMENDMENT NO. 5, dated as of [ , 2021] (“Amendment No. 5”), 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”).
EQ ADVISORS TRUST FORM OF AMENDMENT NO. 2 TO THE INVESTMENT SUB-ADVISORY AGREEMENTEq Advisors Trust • July 13th, 2021
FORM OF AMENDMENT NO. 2 to the Investment Sub-Advisory Agreement dated as of June 18, 2021 (“Amendment No. 2”) 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”).
FORM OF AMENDMENT NO. 17 AMENDED AND RESTATED PARTICIPATION AGREEMENTParticipation Agreement • July 13th, 2021 • Eq Advisors Trust
FORM OF Amendment No. 17, dated as of [July , 2021] (“Amendment No. 17”), 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. 3 DISTRIBUTION AGREEMENT EQ ADVISORS TRUST – EQUITABLE DISTRIBUTORS, LLC – CLASS IB SHARESDistribution Agreement • July 13th, 2021 • Eq Advisors Trust
FORM OF AMENDMENT NO. 3 dated as of [ , 2021] (“Amendment No. 3”) 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.
AMENDMENT NO. 38 AMENDED AND RESTATED GLOBAL CUSTODY AGREEMENTGlobal Custody Agreement • July 13th, 2021 • Eq Advisors Trust
Amendment No. 38, dated as of April 12, 2021 (“Amendment No. 38”), 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.
AMENDMENT NO. 37 AMENDED AND RESTATED GLOBAL CUSTODY AGREEMENTGlobal Custody Agreement • July 13th, 2021 • Eq Advisors Trust
Amendment No. 37, dated as of January 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 AMENDMENT NO. 2 TO THE INVESTMENT SUB-ADVISORY AGREEMENTSub-Advisory Agreement • July 13th, 2021 • Eq Advisors Trust
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”).
EQ ADVISORS TRUST FORM OF AMENDMENT NO. 1 TO THE INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • July 13th, 2021 • Eq Advisors Trust
FORM OF AMENDMENT NO. 1 to the Investment Sub-Advisory Agreement effective as of June 18, 2021 (“Amendment No. 1) between Equitable Investment Management Group, LLC, a Delaware limited liability company (“EIM” or “Adviser”) and Franklin Advisers Inc., a corporation organized in the State of California (“Franklin Advisers” or “Sub-Adviser”).
FORM OF AMENDMENT NO. 3 DISTRIBUTION AGREEMENT EQ ADVISORS TRUST – EQUITABLE DISTRIBUTORS, LLC – CLASS K SHARESDistribution Agreement • July 13th, 2021 • Eq Advisors Trust
FORM OF AMENDMENT NO. 3 dated as of [ , 2021] (“Amendment No. 3”) 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.
