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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/FA → Separate Account A of Pacific Life Insurance Co. (811-08946) ⇒ Pacific Innovations (333-93059) — Pacific Innovations Select (333-93059) |
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
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
This ‘485BPOS’ Filing | Date | Other Filings | ||
---|---|---|---|---|
Effective on: | 5/1/15 | 485BPOS | ||
Filed on: | 4/13/15 | 485BPOS | ||
8/1/14 | ||||
5/1/08 | 485BPOS, 497 | |||
List all Filings |
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 |