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Separate Account A of Pacific Life Insurance Co., et al. – ‘485BPOS’ on 11/1/23 – ‘EX-99.(8)(R)(1)’

On:  Wednesday, 11/1/23, at 3:17pm ET   ·   Effective:  11/1/23   ·   Accession #:  1104659-23-113342   ·   File #s:  811-08946, 333-250190

Previous ‘485BPOS’:  ‘485BPOS’ on 10/10/23   ·   Next:  ‘485BPOS’ on 4/15/24   ·   Latest:  ‘485BPOS’ on 4/19/24   ·   71 References:   

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  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

11/01/23  Sep Acct A of Pacific Life Ins Co 485BPOS    11/01/23   48:4.1M                                   Toppan Merrill/FASeparate Account A of Pacific Life Insurance Co. (811-08946) Pacific Quest

Post-Effective Amendment of a Form N-1 or N-1A Registration   —   Rule 485(b)

Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 485BPOS     Post-Effective Amendment of a Form N-1 or N-1A      HTML    862K 
                Registration                                                     
 2: EX-99.(3)(A)  Miscellaneous Exhibit                             HTML     51K 
36: EX-99.(8)(AA)  Miscellaneous Exhibit                            HTML     22K 
 3: EX-99.(8)(C)  Miscellaneous Exhibit                             HTML     99K 
 4: EX-99.(8)(D)(1)  Miscellaneous Exhibit                          HTML     22K 
 5: EX-99.(8)(D)(2)  Miscellaneous Exhibit                          HTML     29K 
 6: EX-99.(8)(D)(3)  Miscellaneous Exhibit                          HTML     21K 
 7: EX-99.(8)(E)  Miscellaneous Exhibit                             HTML    187K 
 8: EX-99.(8)(E)(1)  Miscellaneous Exhibit                          HTML     37K 
 9: EX-99.(8)(E)(2)  Miscellaneous Exhibit                          HTML     23K 
10: EX-99.(8)(F)  Miscellaneous Exhibit                             HTML     25K 
11: EX-99.(8)(G)  Miscellaneous Exhibit                             HTML     42K 
12: EX-99.(8)(H)  Miscellaneous Exhibit                             HTML     43K 
13: EX-99.(8)(H)(1)  Miscellaneous Exhibit                          HTML    119K 
14: EX-99.(8)(H)(8)  Miscellaneous Exhibit                          HTML     27K 
15: EX-99.(8)(I)  Miscellaneous Exhibit                             HTML    136K 
16: EX-99.(8)(J)  Miscellaneous Exhibit                             HTML     32K 
17: EX-99.(8)(K)  Miscellaneous Exhibit                             HTML     34K 
18: EX-99.(8)(L)  Miscellaneous Exhibit                             HTML    132K 
19: EX-99.(8)(L)(1)  Miscellaneous Exhibit                          HTML     23K 
37: EX-99.(8)(LL)  Miscellaneous Exhibit                            HTML     58K 
20: EX-99.(8)(M)  Miscellaneous Exhibit                             HTML     60K 
21: EX-99.(8)(N)  Miscellaneous Exhibit                             HTML    169K 
22: EX-99.(8)(O)  Miscellaneous Exhibit                             HTML     23K 
23: EX-99.(8)(P)  Miscellaneous Exhibit                             HTML     19K 
24: EX-99.(8)(Q)  Miscellaneous Exhibit                             HTML     52K 
25: EX-99.(8)(R)  Miscellaneous Exhibit                             HTML    123K 
26: EX-99.(8)(R)(1)  Miscellaneous Exhibit                          HTML     26K 
27: EX-99.(8)(R)(2)  Miscellaneous Exhibit                          HTML     25K 
28: EX-99.(8)(S)  Miscellaneous Exhibit                             HTML     39K 
29: EX-99.(8)(T)  Miscellaneous Exhibit                             HTML     23K 
30: EX-99.(8)(U)  Miscellaneous Exhibit                             HTML     99K 
31: EX-99.(8)(U)(1)  Miscellaneous Exhibit                          HTML     25K 
32: EX-99.(8)(W)  Miscellaneous Exhibit                             HTML    124K 
33: EX-99.(8)(X)  Miscellaneous Exhibit                             HTML     27K 
34: EX-99.(8)(Y)  Miscellaneous Exhibit                             HTML    149K 
35: EX-99.(8)(Z)  Miscellaneous Exhibit                             HTML     29K 
38: EX-99.12    Miscellaneous Exhibit                               HTML     26K 
39: EX-99.16    Miscellaneous Exhibit                               HTML    328K 
44: R1          N-4                                                 HTML    144K 
46: XML         IDEA XML File -- Filing Summary                      XML     19K 
45: XML         XBRL Instance -- tm2329166d2_485bpos_htm             XML    111K 
41: EX-101.DEF  XBRL Definitions -- ck0000935823-20231101_def        XML     20K 
42: EX-101.LAB  XBRL Labels -- ck0000935823-20231101_lab             XML     25K 
43: EX-101.PRE  XBRL Presentations -- ck0000935823-20231101_pre      XML     18K 
40: EX-101.SCH  XBRL Schema -- ck0000935823-20231101                 XSD     20K 
47: JSON        XBRL Instance as JSON Data -- MetaLinks               84±    93K 
48: ZIP         XBRL Zipped Folder -- 0001104659-23-113342-xbrl      Zip    582K 


‘EX-99.(8)(R)(1)’   —   Miscellaneous Exhibit


This Exhibit is an HTML Document rendered as filed.  [ Alternative Formats ]




Exhibit 99.(8)(r)(1)
NOVATION OF AND AMENDMENT TO PARTICIPATION AGREEMENT
     THIS NOVATION OF AND AMENDMENT TO PARTICIPATION AGREEMENT made this 12th day of January, 2011, and effective as of the Effective Date (as defined below), by and among Allianz Global Investors Distributors LLC (“AGID”), PIMCO Investments LLC (“PI”), PIMCO Variable Insurance Trust (the “Fund”) and Pacific Life Insurance Company (the “Company”).
     WHEREAS, AGID has served as the principal underwriter for the Fund and its several series of shares (each a “Portfolio”) pursuant a Distribution Contract with the Fund;
     WHEREAS, AGID, the Fund and the Company have entered into a Participation Agreement, as amended (or amended and restated) through the date hereof (the “Participation Agreement”), pursuant to which AGID has made available for purchase by the Company, on behalf of segregated asset accounts of the Company, shares of the Portfolios and performs various other functions;
     WHEREAS, as of the date of this Novation of and Amendment to Participation Agreement first written above, PI either will in the future replace or has already replaced AGID as the principal underwriter for the Fund by entering into a distribution agreement with the Fund that will take effect (or previously took effect) immediately following the termination of the existing Distribution Contract between AGID and the Fund (the “Effective Date of Change of Fund Distributor” as used herein shall mean the date as of which such distribution agreement between PI and the Fund takes or took effect, and “Effective Date” as used herein shall mean the date that is the later of (i) the date of this Novation of and Amendment to Participation Agreement first written above and (ii) the Effective Date of Change of Fund Distributor);
     WHEREAS, the Company, the Fund, AGID and PI desire that PI be substituted for AGID as a party for all purposes under the Participation Agreement effective as of the Effective Date pursuant to a novation by AGID to PI as specified herein.
     NOW, THEREFORE, in consideration of the mutual covenants herein contained, which consideration is full and complete, the Company, the Fund, AGID and PI hereby agree as follows:
I. Novation. Subject to the terms and conditions contained herein, (i) AGID hereby irrevocably novates and transfers to PI all of AGID’s rights, title and interests and duties, liabilities and obligations under the Participation Agreement so as to substitute PI for AGID as a party to the Participation Agreement for all purposes as of the Effective Date (the “Novation”), (ii) PI hereby irrevocable accepts such rights, title and interests and assumes such duties, liabilities and obligations from AGID under the Participation Agreement as of the Effective Date and releases AGID from all such duties, liabilities and obligations thereunder which would otherwise be required or occur on and after the Effective Date, (iii) the Company and the Fund hereby consent to such Novation for all purposes, and (iv) the Company and the Fund hereby irrevocably release AGID from all of its duties, liabilities and obligations under the Participation Agreement which would otherwise be required or occur on and after the Effective Date. Pursuant to the Novation, on and after the Effective Date, PI agrees to duly perform and discharge all liabilities and obligations arising out of or related to the Participation Agreement from time to time to be performed or discharged by it by virtue of this instrument in all respects as if PI was (and had at all times been) named therein as a party instead of AGID.
II. Representations and Warranties. PI hereby makes and agrees to all of the representations, warranties, covenants and undertakings made or agreed to by AGID under the Participation Agreement (assuming PI is the party thereto in place of AGID) as of the Effective Date and represents and warrants that the same will continue in full force and effect on and after the Effective Date until further notice by PI to the Company and the Fund.
III. Effective Date and Term. The Novation shall become effective as of the Effective Date and shall extend until the Participation Agreement is thereafter terminated in accordance with its terms.
IV. Amendments. (i) The parties agree that all references in the Agreement to “Allianz Global Investors Distributors LLC” or the name of its predecessors shall be changed to “PIMCO Investments LLC” as of the Effective Date. Any notice to be provided to PI under the Participation Agreement shall be provided to the address as shown below, and the applicable notice provisions of the Participation Agreement are hereby revised accordingly:

1



 

PIMCO Investments LLC
1345 Avenue of the Americas
New York, New York 10105
Attention: Chief Legal Officer
Telephone: (212) 739-3000
Facsimile: (212) 739-3926
E-mail: IntermediaryAgtReviewTeam@pimco.com
     Any notice to be provided to the Company under the Participation Agreement or any other agreement entered into between the Company and AGID or its affiliates shall be provided to the address identified on the signature page to this Agreement, and the applicable notice provisions of these agreements are hereby revised accordingly.
     (ii) Without limiting the scope of any privacy-related or similar agreement or term in the Participation Agreement, each of the Company, the Fund, AGID and PI hereby agrees to comply with all applicable laws and regulations related to the collection, storage, handling, processing and transfer of non-public personal information (“Applicable Laws”), including without limitation the Massachusetts Standards for the Protection of Personal Information, 201 CMR 17.00, et. seq., and to implement and maintain appropriate security measures to protect the confidentiality, security and integrity of non-public personal information in the manner provided for under and to the extent required by all such Applicable Laws, and the Participation Agreement is hereby amended to include this provision (as applicable to PI on and after the Effective Date).
V. Counterparts. This Novation of and Amendment to Participation Agreement may be executed in any number of counterparts, each of which shall be deemed to be an original.

2



 

     IN WITNESS WHEREOF, the undersigned has caused this Novation of and Amendment to Participation Agreement to be executed as of the date first above written.
         
 
  PIMCO VARIABLE INSURANCE TRUST    
         
 
  /s/ Peter G. Strelow    
 
 
 
By: Peter G. Strelow
   
 
  Title: Executive Vice President    
 
       
 
  ALLIANZ GLOBAL INVESTORS    
 
  DISTRIBUTORS LLC    
         
 
  /s/ Robert Rokose    
 
 
 
By: Robert Rokose
   
 
  Title: Managing Director    
 
       
 
  PIMCO INVESTMENTS LLC    
         
 
  /s/ Gregory A. Bishop    
 
 
 
By: Gregory A. Bishop
   
 
  Title: Head of Business Management    
     
Pacific Life Insurance Company:
   
     
   
   
Title: Assistant Vice President
   
         
Attest:
  /s/ Jane M. Guon    
 
 
 
Corporate Secretary
   
Address and Related Information for Notices to Company:
     
Address:
  Pacific Life Insurance Company
 
  700 Newport Center Drive
 
  Newport Beach, CA 92660-6397
Attention:
  General Counsel
Telephone:
  (949) 219-3852
Facsimile:
  (949) 219-6952

3


24 Subsequent Filings that Reference this Filing

  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

 4/19/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24   13:8.7M                                   Toppan Merrill/FA
 4/19/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24   13:3.4M                                   Toppan Merrill/FA
 4/19/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24   13:8.9M                                   Toppan Merrill/FA
 4/19/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24   13:10M                                    Toppan Merrill/FA
 4/19/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24   13:8.4M                                   Toppan Merrill/FA
 4/19/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24    3:4.7M                                   Toppan Merrill/FA
 4/19/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24    3:6.3M                                   Toppan Merrill/FA
 4/18/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24    3:4.6M                                   Toppan Merrill/FA
 4/18/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24   13:13M                                    Toppan Merrill/FA
 4/18/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24    3:5.1M                                   Toppan Merrill/FA
 4/18/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24   13:4.6M                                   Toppan Merrill/FA
 4/18/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24   13:9.5M                                   Toppan Merrill/FA
 4/18/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24    3:3.4M                                   Toppan Merrill/FA
 4/18/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24    3:3.6M                                   Toppan Merrill/FA
 4/16/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24    3:5.4M                                   Toppan Merrill/FA
 4/16/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24    3:7M                                     Toppan Merrill/FA
 4/16/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24    3:6.1M                                   Toppan Merrill/FA
 4/15/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24    4:7.8M                                   Toppan Merrill/FA
 4/15/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24    4:13M                                    Toppan Merrill/FA
 4/15/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24    4:15M                                    Toppan Merrill/FA
 4/15/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24    4:15M                                    Toppan Merrill/FA
 4/15/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24    4:8.2M                                   Toppan Merrill/FA
 4/15/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24    4:15M                                    Toppan Merrill/FA
12/01/23  Pacific Select Exec Sep Acct… Ins N-6                    1:1.5M                                   Toppan Merrill/FA


47 Previous Filings that this Filing References

  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

 8/15/23  Sep Acct A of Pacific Life Ins Co 485APOS                5:940K                                   Toppan Merrill/FA
 4/21/23  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/23   13:9.1M                                   Toppan Merrill/FA
10/21/21  Sep Acct A of Pacific Life Ins Co 485APOS                3:1.4M                                   Toppan Merrill/FA
 5/07/21  Sep Acct A of Pacific Life Ins Co N-4/A                  3:15M                                    Toppan Merrill/FA
 4/23/21  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/21    4:18M                                    Toppan Merrill/FA
 2/10/21  Sep Acct A of Pacific Life Ins Co N-4/A2/10/21    9:3M                                     Toppan Merrill/FA
11/19/20  Sep Acct A of Pacific Life Ins Co N-411/19/20    5:3.2M                                   Toppan Merrill/FA
10/05/20  Sep Acct A of Pacific Life Ins Co N-4/A                  9:1.6M                                   Toppan Merrill/FA
 8/14/20  Sep Acct A of Pacific Life Ins Co N-4/A8/14/20    5:15M                                    Toppan Merrill/FA
 4/17/20  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/20    6:17M                                    Toppan Merrill/FA
 3/06/20  Sep Acct A of Pacific Life Ins Co N-4         3/05/20   10:3M                                     Toppan Merrill/FA
 7/31/19  Pacific Select Exec Sep Acct… Ins N-6/A¶                11:2M                                     Toppan Merrill/FA
 5/09/19  Pacific Select Exec Sep Acct… Ins N-6¶                  18:3.5M                                   Toppan Merrill/FA
 4/19/19  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/19    4:17M                                    Toppan Merrill/FA
12/28/18  Sep Acct A of Pacific Life Ins Co 485BPOS    12/28/18    4:534K                                   Toppan Merrill/FA
 4/20/18  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/18    3:7.3M                                   Toppan Merrill/FA
 4/20/17  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/17   16:10M                                    Toppan Merrill/FA
 4/20/17  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/17   16:12M                                    Toppan Merrill/FA
10/19/15  Sep Acct A of Pacific Life Ins Co 485BPOS    10/20/15    9:874K                                   Donnelley … Solutions/FA
10/19/15  Sep Acct A of Pacific Life Ins Co 485BPOS    10/20/15    9:900K                                   Donnelley … Solutions/FA
 8/27/15  Pacific Select Exec Sep Acct… Ins 485BPOS     8/27/15    4:252K                                   Donnelley … Solutions/FA
 4/17/15  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/15   16:4.6M                                   Donnelley … Solutions/FA
 4/16/15  Pacific Select Exec Sep Acct… Ins 485BPOS     5/01/15   21:5.6M                                   Donnelley … Solutions/FA
 8/15/14  Sep Acct A of Pacific Life Ins Co 485APOS8/14/14   15:866K                                   Donnelley … Solutions/FA
 4/18/14  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/14    9:4.7M                                   Donnelley … Solutions/FA
10/15/13  Sep Acct A of Pacific Life Ins Co 485BPOS    10/15/13    6:450K                                   Donnelley … Solutions/FA
 5/30/13  Pacific Select Exec Sep Acct… Ins 485APOS¶               5:590K                                   Donnelley … Solutions/FA
 4/15/13  Pacific Select Exec Sep Acct… Ins 485BPOS     5/01/13   10:3.8M                                   Donnelley … Solutions/FA
 2/05/13  Sep Acct A of Pacific Life Ins Co N-4/A¶                10:2.6M                                   Donnelley … Solutions/FA
12/14/12  Sep Acct A of Pacific Life Ins Co 485BPOS    12/17/12   10:491K                                   Donnelley … Solutions/FA
11/16/12  Sep Acct A of Pacific Life Ins Co N-411/15/12   12:2.8M                                   Donnelley … Solutions/FA
 4/24/12  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/12   12:3.8M                                   Donnelley … Solutions/FA
 4/23/12  Pacific Select Exec Sep Acct… Ins 485BPOS     5/01/12    9:6.9M                                   Donnelley … Solutions/FA
 7/01/11  Sep Acct A of Pacific Life Ins Co N-46/30/11    7:1.9M                                   Donnelley … Solutions/FA
 4/19/11  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/11    9:3.5M                                   Donnelley … Solutions/FA
 7/23/10  Sep Acct A of Pacific Life Ins Co N-47/22/10   10:2.2M                                   Donnelley … Solutions/FA
 4/20/10  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/10   16:2.8M                                   Donnelley … Solutions/FA
 4/20/10  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/10   14:4.7M                                   Donnelley … Solutions/FA
 7/02/08  Sep Acct A of Pacific Life Ins Co 485APOS               14:1.6M                                   Bowne - Biv/FA
 4/16/07  Pacific Select Exec Sep Acct… Ins 485BPOS     5/01/07   16:2.9M                                   Bowne - Biv/FA
 4/18/06  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/06   10:7M                                     Bowne - Biv/FA
 4/19/05  Pacific Select Exec Sep Acct… Ins 485BPOS     5/01/05    9:2.1M                                   Bowne - Biv/FA
 4/19/05  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/05    4:4.7M                                   Bowne - Biv/FA
 4/25/01  Sep Acct A of Pacific Life Ins Co 485BPOS     4/25/01    6:514K                                   Donnelley R R & S… 11/FA
 4/29/98  Sep Acct A of Pacific Life Ins Co 485BPOS     4/29/98   14:498K                                   Donnelley R R & S… 11/FA
 4/29/98  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/98   11:431K                                   Donnelley R R & S… 11/FA
 4/19/96  Sep Acct A of Pacific Life Ins Co N-4/A                 34:648K                                   Donnelley Fin’l S… 05/FA
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