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Separate Account A of Pacific Life Insurance Co, et al. – ‘485BPOS’ on 4/13/15 – EX-99.8.(E)(5)

On:  Monday, 4/13/15, at 12:10pm ET   ·   Effective:  5/1/15   ·   Accession #:  1193125-15-127162   ·   File #s:  333-93059, 811-08946

Previous ‘485BPOS’:  ‘485BPOS’ on 4/13/15   ·   Next:  ‘485BPOS’ on 4/13/15   ·   Latest:  ‘485BPOS’ on 4/19/24   ·   5 References:   

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

 4/13/15  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/15   16:15M                                    RR Donnelley/FASeparate Account A of Pacific Life Insurance Co. (811-08946) Pacific Innovations (333-93059)Pacific Innovations Select (333-93059)

Post-Effective Amendment
Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 485BPOS     Innovations & Innovations Select                    HTML   7.26M 
16: EX-99.10    Consents                                            HTML     13K 
 7: EX-99.8.(DD)(2)  Second Amendment to Participation Agreement    HTML     14K 
 2: EX-99.8.(E)(5)  Fourth Amendment to Participation Agreement     HTML     19K 
 3: EX-99.8.(G)(4)  Fourth Amendment to Administrative Services     HTML     17K 
                          Agreement                                              
 4: EX-99.8.(H)(5)  Fifth Amendment to Administrative Services      HTML     25K 
                          Agreement                                              
 8: EX-99.8.(MM)(2)  Second Amendment to Fund Participation and     HTML     17K 
                          Service Agreement                                      
 9: EX-99.8.(QQ)  Distribution Fee Agreement With Jpmorgan          HTML     53K 
                          Insurance Trust                                        
10: EX-99.8.(RR)  Fund Participation Agreement With Jpmorgan        HTML    108K 
                          Insurance Trust                                        
11: EX-99.8.(RR)(1)  First Amendment to Fund Participation          HTML     15K 
                          Agreement                                              
12: EX-99.8.(SS)  Supplemental Payment Agreement With Jpmorgan      HTML     31K 
                          Insurance Trust                                        
13: EX-99.8.(SS)(1)  First Amendment to Supplemental Payment        HTML     11K 
                          Agreement                                              
14: EX-99.8.(SS)(2)  Second Amendment to Supplemental Payment       HTML     13K 
                          Agreement                                              
15: EX-99.8.(TT)  Distribution and Marketing Support Agreement      HTML     26K 
                          With Blackrock                                         
 5: EX-99.8.(U)(3)  Third Amendment to Participation Agreement      HTML     25K 
 6: EX-99.8.(V)(2)  Form of Mfs Variable Insurance Trust            HTML     18K 
                          Administrative Services Agreement                      


EX-99.8.(E)(5)   —   Fourth Amendment to Participation Agreement


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



  Fourth Amendment to Participation Agreement  

Amendment to Participation Agreement

Franklin Templeton Variable Insurance Products Trust

Franklin/Templeton Distributors, Inc.

Pacific Life Insurance Company

Pacific Select Distributors, Inc.

Franklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin/Templeton Distributors, Inc. (the “Underwriter,” and together with the Trust, “we,” “our,” or “us”), Pacific Life Insurance Company, and Pacific Select Distributors, Inc., your distributor (collectively, the “Company” “you” or “your”), on your behalf and on behalf of certain Accounts, (individually a “Party”, collectively, the “Parties”) have previously entered into a Participation Agreement dated May 1, 2008, as amended (the “Agreement”). The Parties now desire to amend the Agreement by this amendment (the “Amendment”). Unless otherwise indicated, the terms defined in the Agreement shall have the same meaning in this Amendment.

A M E N D M E N T

For good and valuable consideration, the receipt of which is hereby acknowledged, the parties agree to amend the Agreement as follows:

 

1. Paragraph 3.3.1 of Section 3.3 of the Agreement is deleted and replaced in its entirety with the paragraph 3.3.1 below:

“3.3     Manual Purchase and Redemption

3.3.1 You are hereby appointed as our designee for the sole purpose of receiving from Contract owners purchase and exchange orders and requests for redemption resulting from investment in and payments under the Contracts that pertain to subaccounts that invest in Portfolios (“Instructions”). “Business Day” shall mean any day on which the New York Stock Exchange is open for trading and on which the Trust calculates its net asset value pursuant to the rules of the SEC and its current prospectus. “Close of Trading” shall mean the close of trading on the New York Stock Exchange, generally 4:00 p.m. Eastern Time. You represent and warrant that all Instructions transmitted to us for processing on or as of a given Business Day (the “Designated Day”) shall have been received in proper form and time stamped by you prior to the Close of Trading on the Designated Day. Such Instructions shall receive the Portfolio share price next calculated following the Close of Trading on the Designated Day (the “Designated Day Price”), provided that we receive the Instructions from you before 9:00 a.m. Eastern Time on the Business Day following the Designated Day (the “Submission Time”). Any such Instructions that we receive after the Submission Time may, but are not guaranteed to, receive the Designated Day Price. You assume responsibility for any loss to a Portfolio caused by our receipt of Instructions after the Submission Time, including but not limited to, losses caused by such Instructions receiving the Designated Day Price, or any cancellation or correction made subsequent to the Submission Time. You will immediately pay the amount of such loss to a Portfolio upon notification by us. You represent and warrant that you have, maintain and periodically test, procedures and systems in place reasonably


designed to prevent Instructions received after the Close of Trading on a Designated Day from being executed with Instructions received before the Close of Trading on that Designated Day.”

 

2. Paragraph 3.4.3 of Section 3.4 of the Agreement is deleted and replaced in its entirety with the paragraph 3.4.3 below:

“3.4     Automated Purchase and Redemption

3.4.3 On each Business Day, you shall aggregate all purchase and redemption orders for shares of a Portfolio that you received prior to the Close of Trading. You represent and warrant that all orders for net purchases or net redemptions derived from Instructions received by you and transmitted to Fund/SERV for processing on or as of a given Business Day (the “Designated Day”) shall have been received in proper form and time stamped by you prior to the Close of Trading on the Designated Day. Such orders shall receive the Po1ifolio share price next calculated following the Close of Trading on the Designated Day (the “Designated Day Price”), provided that we receive Instructions from Fund/SERV by 9:00 a.m. Eastern Time on the Business Day following the Designated Day (the “Submission Time”). Any such Instructions that we receive after the Submission Time may, but are not guaranteed to, receive the Designated Day Price. You assume responsibility for any loss to a Portfolio caused by our receipt of Instructions after the Submission Time including, but not limited to, losses caused by such Instructions receiving the Designated Day Price, or any cancellation or correction made subsequent to the Submission Time. You will immediately pay the amount of such loss to a Portfolio upon notification by us. You represent and warrant that you have, maintain and periodically test, procedures and systems in place reasonably designed to prevent Instructions received after the Close of Trading on a Designated Day from being executed with Instructions received before the Close of Trading on that Designated Day.”

 

3. All other terms and provisions of the Agreement not amended herein shall remain in full force and effect.

IN WITNESS WHEREOF, each of the Parties has caused its duly authorized officers to execute this Amendment effective as of August 1, 2014.

 

The Trust:

Only on behalf of

each Portfolio listed

on Schedule C of

the Agreement.

FRANKLIN TEMPLETON VARIABLE INSURANCE

PRODUCTS TRUST

 

By: /s/ Karen L. Skidmore

Name: Karen L. Skidmore
Title:   Vice President

 

2


The Underwriter: FRANKLIN/TEMPLETON DISTRIBUTORS, INC.
By: /s/ Christopher Felchlin
Name:  Christopher Felchlin
Title:     Vice President
The Company: PACIFIC LIFE & ANNUITY COMPANY
By: /s/ Anthony J. Dufault
Name:   Anthony J. Dufault
Title:     AVP, Variable Funds Development
The Distributor: PACIFIC SELECT DISTRIBUTORS, INC.
By: /s/ Adrian S. Griggs
Name:  Adrian S. Griggs
Title:     Chief Executive Officer

 

3


Dates Referenced Herein   and   Documents Incorporated by Reference

This ‘485BPOS’ Filing    Date    Other Filings
Effective on:5/1/15485BPOS
Filed on:4/13/15485BPOS
8/1/14
5/1/08485BPOS,  497
 List all Filings 


5 Subsequent Filings that Reference this Filing

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

 4/15/24  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/24    4:15M                                    Toppan Merrill/FA
 4/17/23  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/23    3:14M                                    Toppan Merrill/FA
 4/18/22  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/22    3:52M                                    Toppan Merrill/FA
10/20/21  Sep Acct A of Pacific Life Ins Co 485BPOS    10/20/21    2:626K                                   Toppan Merrill/FA
 4/19/21  Sep Acct A of Pacific Life Ins Co 485BPOS     5/01/21    4:38M                                    Toppan Merrill/FA
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Filing Submission 0001193125-15-127162   –   Alternative Formats (Word / Rich Text, HTML, Plain Text, et al.)

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