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As Of Filer Filing For·On·As Docs:Size 8/07/18 Jnlny Separate Account I 485BPOS 8/13/18 5:4.6M → Jnlny Separate Account I ⇒ Perspective Advisory II |
Document/Exhibit Description Pages Size 1: 485BPOS Post-Effective Amendment HTML 322K 5: EX-99.10 Exhibit 99.10 Kpmg Consent HTML 6K 2: EX-99.4Y Exhibit 99.4Y Endorsement HTML 9K 3: EX-99.5C Exhibit 99.5C Application HTML 37K 4: EX-99.9 Exhibit 99.9 Legal Opinion HTML 10K
485(b) NY Perspective Advisory II (8-13-18) 333-217502 Combined Document |
REGISTRATION
STATEMENT UNDER THE SECURITIES ACT OF 1933 | [ ] | |
Pre-Effective Amendment No. | [ ] | |
Post-Effective Amendment No. 1 | [X] | |
and/or |
Amendment No. 477 | [X] |
Approximate
Date of Proposed Public Offering: | ||
It is proposed that this filing will become effective (check appropriate box) | ||
[ ] | immediately upon filing pursuant to paragraph (b) | |
[X] | on August 13, 2018 pursuant to paragraph (b) | |
[ ] | 60 days after filing pursuant to paragraph (a)(1) | |
[ ] | on
(date) pursuant to paragraph (a)(1). | |
If appropriate, check the following box: | ||
[ ] | this post-effective amendment designates a new effective date for a previously filed post-effective amendment | |
Title of Securities Being Registered: the variable portion of Flexible Premium Variable and Fixed Deferred Annuity contracts |
Ø | New Funds. Effective August 13, 2018, new Investment Divisions which invest respectively
in the following Funds are available. The prospectuses are revised by adding the following Funds, all class I shares, to the Fund list located on the back of the front page of the prospectus: |
Ø | Fund Name Changes. Effective August 13, 2018, the following Fund names changed. All references in the prospectus to the Prior Fund Names are revised to the corresponding Current Fund Name as follows: |
Prior
Fund Name | Current Fund Name |
JNL/Brookfield Global Infrastructure and MLP Fund | JNL/First State Global Infrastructure Fund |
JNL/Franklin Templeton International Small Cap Growth Fund | JNL/Franklin Templeton International Small Cap Fund |
JNL/Vanguard Moderate Allocation Fund | JNL/Vanguard Moderate ETF Allocation Fund |
JNL/Vanguard Moderate Growth Allocation Fund | JNL/Vanguard Moderate
Growth ETF Allocation Fund |
JNL/Vanguard Growth Allocation Fund | JNL/Vanguard Growth ETF Allocation Fund |
JNL Tactical ETF Moderate Fund | JNL iShares Tactical Moderate Fund |
JNL Tactical ETF Moderate Growth Fund | JNL iShares Tactical Moderate Growth Fund |
JNL Tactical ETF Growth Fund | JNL iShares Tactical Growth Fund |
JNL/PIMCO Credit Income Fund | JNL/PIMCO
Investment Grade Corporate Bond Fund |
Ø | Fund Merger. Effective August 13, 2018, the JNL/Invesco Mid Cap Value Fund merged into JNL/MFS Mid Cap Value Fund. The prospectuses are revised as follows: |
a) | The following disclosure is inserted following the list of Funds located on the back of the front page of the prospectus: |
b) | All other references to the JNL/Invesco Mid Cap Value Fund, along with any corresponding investment objective information, are deleted from the list of Funds located on the back of the front page of the prospectus, the section titled “INVESTMENT DIVISIONS”, and the disclosures in Appendix A. |
Ø | Sub-Adviser Changes. The following
sub-adviser changes are effective August 13, 2018: |
a) | WCM Investment Management replaced PPM America, Inc. as a sub-adviser for JNL Multi-Manager Small Cap Value Fund. |
b) | Colonial First State Asset Management (Australia) Limited replaced Brookfield Investment Management Inc. as the sub-adviser for JNL/Brookfield Global Infrastructure and MLP Fund. In connection with the change
of sub-adviser, the name of the JNL/Brookfield Global Infrastructure and MLP Fund changed to the JNL/First State Global Infrastructure Fund. |
Ø | Revised Total Annual Fund Operating Expenses. |
Minimum: 0.26% |
Maximum: 1.92% |
Individual Underlying Mutual Fund Company
Annual Expenses (as a percentage of average net assets) Fund Name | Management Fee | Distribution and/or Service (12b-1) Fees | Other Expenses | Acquired Fund Fees and Expenses | Total Annual Fund Operating Expenses | Contractual Fee Waiver and/or Expense Reimbursement | Net Total Annual Fund Operating Expenses | ||||||
JNL
Series Trust | |||||||||||||
JNL/American Funds® Balanced | 0.81% | A | 0.00% | 0.17% | A, I | 0.00% | 0.98% | A | -0.40% | C | 0.58% | A,
C, M | |
JNL/American Funds® Blue Chip Income and Growth | 0.96% | A | 0.00% | 0.17% | A, I | 0.00% | 1.13% | A | -0.43% | C | 0.70% | A,
C, M | |
JNL/American Funds Capital Income Builder | 1.03% | 0.00% | 0.19% | I | 0.00% | 1.16% | A | -0.40% | C | 0.82% | A,
C | ||
JNL/American Funds Global Bond | 1.13% | A | 0.00% | 0.18% | A, I | 0.00% | 1.31% | A | -0.53% | C | 0.78% | A,
C, M |
Individual Underlying Mutual Fund Company Annual Expenses (as a percentage of average net assets) Fund
Name | Management Fee | Distribution and/or Service (12b-1) Fees | Other Expenses | Acquired Fund Fees and Expenses | Total Annual Fund Operating Expenses | Contractual Fee Waiver and/or Expense Reimbursement | Net Total Annual Fund Operating Expenses | ||||||
JNL/American Funds Global Small Capitalization | 1.35% | A | 0.00% | 0.19% | A,
I | 0.00% | 1.54% | A | -0.55% | C | 0.99% | A, C, M | |
JNL/American Funds Growth-Income | 0.82% | A | 0.00% | 0.16% | A,
L | 0.00% | 0.98% | A | -0.35% | C | 0.63% | A, C, M | |
JNL/American Funds International | 1.23% | A | 0.00% | 0.19% | A,
I | 0.00% | 1.42% | A | -0.55% | C | 0.87% | A, C, M | |
JNL/American Funds New World | 1.64% | A | 0.00% | 0.21% | A,
I | 0.00% | 1.85% | A | -0.75% | C | 1.10% | A, C, M | |
JNL/DFA Growth Allocation | 0.20% | 0.00% | 0.15% | I | 0.29% | 0.64% | -0.10% | D,
F | 0.54% | D, F, M | |||
JNL/DFA Moderate Growth Allocation | 0.20% | 0.00% | 0.15% | I | 0.27% | 0.62% | -0.10% | D,
F | 0.52% | D, F, M | |||
JNL/DFA U.S. Core Equity | 0.40% | 0.00% | 0.10% | H | 0.00% | 0.50% | -0.05% | F | 0.45% | F,
M | |||
JNL/Mellon Capital MSCI KLD 400 Social Index | 0.25% | 0.00% | 0.22% | I | 0.01% | 0.48% | -0.05% | F | 0.43% | F,
M | |||
JNL/Mellon Capital S&P 1500 Growth Index | 0.20% | 0.00% | 0.17% | I | 0.01% | 0.38% | -0.05% | F | 0.33% | F,
M | |||
JNL/Mellon Capital S&P 1500 Value Index | 0.20% | 0.00% | 0.17% | I | 0.01% | 0.38% | -0.05% | F | 0.33% | F,
M | |||
JNL/Mellon Capital Consumer Staples Sector | 0.24% | 0.00% | 0.17% | I | 0.01% | 0.42% | -0.05% | F | 0.37% | F,
M | |||
JNL/Mellon Capital Industrials Sector | 0.24% | 0.00% | 0.16% | I | 0.01% | 0.41% | -0.05% | F | 0.36% | F,
M | |||
JNL/Mellon Capital Materials Sector | 0.24% | 0.00% | 0.16% | I | 0.01% | 0.41% | -0.05% | F | 0.36% | F,
M | |||
JNL/Mellon Capital Real Estate Sector | 0.21% | 0.00% | 0.18% | I | 0.00% | 0.39% | -0.05% | F | 0.34% | F,
M | |||
JNL/Mellon Capital Utilities Sector | 0.23% | 0.00% | 0.16% | I | 0.00% | 0.39% | -0.05% | F | 0.34% | F,
M | |||
JNL S&P 500 Index | 0.20% | 0.00% | 0.12% | H | 0.00% | 0.32% | -0.17% | D | 0.15% | D,
M | |||
JNL/Vanguard Capital Growth | 0.87% | B | 0.00% | 0.17% | B, I | 0.00% | 1.04% | B | -0.40% | C | 0.64% | B,
C, M | |
JNL/Vanguard Equity Income | 0.81% | B | 0.00% | 0.17% | B, I | 0.00% | 0.98% | B | -0.40% | C | 0.58% | B,
C, M | |
JNL/Vanguard International | 1.04% | B | 0.00% | 0.18% | B, I | 0.00% | 1.22% | B | -0.55% | C | 0.67% | B,
C, M | |
JNL/Vanguard Small Company Growth | 0.93% | B | 0.00% | 0.18% | B, I | 0.00% | 1.11% | B | -0.50% | C | 0.61% | B,
C, M | |
JNL/Vanguard U.S. Stock Market Index | 0.20% | 0.00% | 0.10% | H | 0.05% | 0.35% | -0.06% | D | 0.29% | D,
M | |||
JNL/Vanguard International Stock Market Index | 0.20% | 0.00% | 0.15% | I | 0.10% | 0.45% | -0.07% | D | 0.38% | D,
M | |||
JNL/Vanguard Global Bond Market Index | 0.20% | 0.00% | 0.18% | I | 0.09% | 0.47% | -0.10% | D | 0.37% | D,
M | |||
JNL/Vanguard Moderate ETF Allocation | 0.20% | 0.00% | 0.15% | I | 0.09% | 0.44% | -0.17% | D, F | 0.27% | D,
F, M | |||
JNL/Vanguard Moderate Growth ETF Allocation | 0.20% | 0.00% | 0.15% | I | 0.09% | 0.44% | -0.17% | D, F | 0.27% | D,
F, M | |||
JNL/Vanguard Growth ETF Allocation | 0.20% | 0.00% | 0.15% | I | 0.08% | 0.43% | -0.16% | D, F | 0.27% | D,
F, M | |||
JNL/WMC Government Money Market | 0.16% | 0.00% | 0.10% | H | 0.00% | 0.26% | 0.00% | E | 0.26% | E,
M | |||
JNL/S&P Mid 3 | 0.30% | 0.00% | 0.11% | H | 0.00% | 0.41% | -0.05% | F | 0.36% | F,
M | |||
JNL/S&P International 5 | 0.30% | 0.00% | 0.16% | I | 0.00% | 0.46% | -0.05% | F | 0.41% | F,
M | |||
JNL Variable Fund LLC | |||||||||||||
JNL/Mellon Capital DowSM Index | 0.19% | 0.00% | 0.17% | I | 0.00% | 0.36% | -0.05% | F | 0.31% | F,
M | |||
JNL/Mellon Capital MSCI World Index | 0.19% | 0.00% | 0.17% | I | 0.00% | 0.36% | -0.05% | F | 0.31% | F,
M |
Individual Underlying Mutual Fund Company Annual Expenses (as a percentage of average net assets) Fund
Name | Management Fee | Distribution and/or Service (12b-1) Fees | Other Expenses | Acquired Fund Fees and Expenses | Total Annual Fund Operating Expenses | Contractual Fee Waiver and/or Expense Reimbursement | Net Total Annual Fund Operating Expenses | ||||||
JNL/Mellon Capital Nasdaq® 100 Index | 0.18% | 0.00% | 0.19% | I | 0.00% | 0.37% | -0.05% | F | 0.32% | F,
M | |||
JNL/Mellon Capital S&P® SMid 60 | 0.19% | 0.00% | 0.17% | I | 0.00% | 0.36% | -0.05% | F | 0.31% | F,
M | |||
JNL/Mellon Capital Consumer Discretionary Sector | 0.18% | 0.00% | 0.16% | I | 0.00% | 0.34% | -0.05% | F | 0.29% | F,
M | |||
JNL/Mellon Capital Energy Sector | 0.18% | 0.00% | 0.16% | I | 0.00% | 0.34% | -0.05% | F | 0.29% | F,
M | |||
JNL/Mellon Capital Financial Sector | 0.18% | 0.00% | 0.16% | I | 0.00% | 0.34% | -0.05% | F | 0.29% | F,
M | |||
JNL/Mellon Capital Healthcare Sector | 0.17% | 0.00% | 0.16% | I | 0.00% | 0.33% | -0.05% | F | 0.28% | F,
M | |||
JNL/Mellon Capital Information Technology Sector | 0.18% | 0.00% | 0.16% | I | 0.00% | 0.34% | -0.05% | F | 0.29% | F,
M | |||
JNL/Mellon Capital Telecommunications Sector | 0.21% | 0.00% | 0.16% | I | 0.00% | 0.37% | -0.05% | F | 0.32% | F,
M | |||
Jackson Variable Series Trust | |||||||||||||
JNL/American Funds® Global Growth | 1.22% | A | 0.00% | 0.13% | A, H | 0.00% | 1.35% | A | -0.60% | C | 0.75% | A,
C, M | |
JNL/American Funds® Growth | 1.08% | A | 0.00% | 0.12% | A, H | 0.00% | 1.20% | A | -0.55% | C | 0.65% | A,
C, M | |
JNL/DFA U.S. Small Cap | 0.60% | 0.00% | 0.16% | I | 0.00% | 0.76% | -0.05% | F | 0.71% | F,
M |
Individual Underlying Mutual Fund Company Annual Expenses (as a percentage of average net assets) Fund Name | Management Fee | Distribution and/or Service
(12b-1) Fees | Other Expenses | Acquired Fund Fees and Expenses | Total Annual Fund Operating Expenses | |||||
JNL Series Trust | ||||||||||
JNL Multi-Manager Mid Cap | 0.64% | 0.00% | 0.15% | I | 0.01% | 0.80% | M | |||
JNL
Multi-Manager Small Cap Growth | 0.57% | 0.00% | 0.10% | H | 0.00% | 0.67% | M | |||
JNL Multi-Manager Small Cap Value | 0.67% | 0.00% | 0.10% | H | 0.00% | 0.77% | M | |||
JNL
Institutional Alt 25 | 0.11% | 0.00% | 0.06% | K | 0.82% | 0.99% | M | |||
JNL Institutional Alt 50 | 0.11% | 0.00% | 0.06% | K | 1.00% | 1.17% | M | |||
JNL/American
Funds Moderate Growth Allocation | 0.19% | 0.00% | 0.15% | I | 0.43% | 0.77% | M | |||
JNL/American Funds Growth Allocation | 0.19% | 0.00% | 0.15% | I | 0.45% | 0.79% | M | |||
JNL/AQR
Large Cap Relaxed Constraint Equity | 0.68% | 0.00% | 0.83% | I | 0.00% | 1.51% | M | |||
JNL/BlackRock Global Allocation | 0.60% | 0.00% | 0.18% | I | 0.01% | 0.79% | M | |||
JNL/BlackRock
Global Natural Resources Fund | 0.54% | 0.00% | 0.15% | I | 0.00% | 0.69% | M | |||
JNL/BlackRock Large Cap Select Growth | 0.47% | 0.00% | 0.10% | H | 0.00% | 0.57% | M | |||
JNL/Boston
Partners Global Long Short Equity | 1.10% | 0.00% | 0.82% | I | 0.00% | 1.92% | M | |||
JNL/Causeway International Value Select | 0.52% | 0.00% | 0.15% | I | 0.00% | 0.67% | M | |||
JNL/ClearBridge
Large Cap Growth | 0.50% | 0.00% | 0.16% | I | 0.01% | 0.67% | M | |||
JNL/Crescent High Income | 0.55% | 0.00% | 0.15% | I | 0.01% | 0.71% | M | |||
JNL/DoubleLine® Core
Fixed Income | 0.37% | 0.00% | 0.12% | H | 0.00% | 0.49% | M | |||
JNL/DoubleLine® Emerging Markets Fixed Income | 0.65% | 0.00% | 0.15% | I | 0.01% | 0.81% | M | |||
JNL/DoubleLine® Shiller
Enhanced CAPE® | 0.61% | 0.00% | 0.15% | I | 0.02% | 0.78% | M | |||
JNL/First State Global Infrastructure | 0.69% | 0.00% | 0.15% | I | 0.00% | 0.84% | ||||
JNL/FPA
+ DoubleLine® Flexible Allocation | 0.66% | 0.00% | 0.26% | I | 0.03% | 0.95% | M | |||
JNL/Franklin Templeton Founding Strategy | 0.00% | 0.00% | 0.05% | K | 0.69% | 0.74% | M |
Individual Underlying Mutual Fund Company Annual Expenses (as a percentage of average net assets) Fund Name | Management
Fee | Distribution and/or Service (12b-1) Fees | Other Expenses | Acquired Fund Fees and Expenses | Total Annual Fund Operating Expenses | |||||
JNL/Franklin Templeton Global | 0.55% | 0.00% | 0.16% | I | 0.01% | 0.72% | M | |||
JNL/Franklin
Templeton Global Multisector Bond | 0.56% | 0.00% | 0.16% | I | 0.02% | 0.74% | M | |||
JNL/Franklin Templeton Income | 0.52% | 0.00% | 0.10% | H | 0.01% | 0.63% | M | |||
JNL/Franklin
Templeton International Small Cap | 0.79% | 0.00% | 0.16% | I | 0.01% | 0.96% | M | |||
JNL/Franklin Templeton Mutual Shares | 0.59% | 0.00% | 0.11% | H | 0.01% | 0.71% | M | |||
JNL/Goldman
Sachs Core Plus Bond | 0.42% | 0.00% | 0.10% | H | 0.01% | 0.53% | M | |||
JNL/GQG Emerging Markets Equity | 0.90% | 0.00% | 0.16% | I | 0.01% | 1.07% | M | |||
JNL/Harris
Oakmark Global Equity | 0.73% | 0.00% | 0.16% | I | 0.02% | 0.91% | M | |||
JNL/Heitman U.S. Focused Real Estate | 0.65% | 0.00% | 0.15% | I | 0.00% | 0.80% | ||||
JNL/Invesco
China-India | 0.75% | 0.00% | 0.16% | I | 0.00% | 0.91% | M | |||
JNL/Invesco Diversified Dividend | 0.52% | 0.00% | 0.16% | I | 0.02% | 0.70% | M | |||
JNL/Invesco
Global Real Estate | 0.59% | 0.00% | 0.15% | I | 0.00% | 0.74% | M | |||
JNL/Invesco International Growth | 0.52% | 0.00% | 0.15% | I | 0.01% | 0.68% | M | |||
JNL/Invesco
Small Cap Growth | 0.66% | 0.00% | 0.10% | H | 0.01% | 0.77% | M | |||
JNL/JPMorgan Hedged Equity | 0.50% | 0.00% | 0.15% | I | 0.00% | 0.65% | ||||
JNL/JPMorgan
MidCap Growth | 0.52% | 0.00% | 0.10% | H | 0.01% | 0.63% | M | |||
JNL/JPMorgan U.S. Government & Quality Bond | 0.28% | 0.00% | 0.10% | H | 0.01% | 0.39% | M | |||
JNL/Lazard
Emerging Markets | 0.76% | 0.00% | 0.16% | I | 0.00% | 0.92% | M | |||
JNL/Mellon Capital 10 x 10 | 0.00% | 0.00% | 0.05% | K | 0.30% | 0.35% | M | |||
JNL/Mellon
Capital Index 5 | 0.00% | 0.00% | 0.05% | K | 0.27% | 0.32% | M | |||
JNL/Mellon Capital Emerging Markets Index | 0.25% | 0.00% | 0.17% | I | 0.00% | 0.42% | M | |||
JNL/Mellon
Capital European 30 | 0.19% | 0.00% | 0.16% | I | 0.00% | 0.35% | M | |||
JNL/Mellon Capital Pacific Rim 30 | 0.20% | 0.00% | 0.15% | I | 0.00% | 0.35% | M | |||
JNL/Mellon
Capital S&P 400 MidCap Index | 0.14% | 0.00% | 0.12% | H | 0.00% | 0.26% | M | |||
JNL/Mellon Capital Small Cap Index | 0.14% | 0.00% | 0.12% | H | 0.00% | 0.26% | M | |||
JNL/Mellon
Capital International Index | 0.15% | 0.00% | 0.17% | I | 0.00% | 0.32% | M | |||
JNL/Mellon Capital Bond Index | 0.16% | 0.00% | 0.10% | H | 0.01% | 0.27% | M | |||
JNL/MFS
Mid Cap Value | 0.56% | 0.00% | 0.10% | H | 0.00% | 0.66% | M | |||
JNL/Morningstar Wide Moat Index | 0.20% | 0.00% | 0.27% | I | 0.00% | 0.47% | ||||
JNL/Neuberger
Berman Strategic Income | 0.49% | 0.00% | 0.15% | I | 0.04% | 0.68% | M | |||
JNL/Oppenheimer Global Growth | 0.50% | 0.00% | 0.15% | I | 0.01% | 0.66% | M | |||
JNL/PIMCO
Income | 0.50% | 0.00% | 0.18% | I | 0.00% | 0.68% | M | |||
JNL/PIMCO Real Return | 0.38% | 0.00% | 0.48% | H | 0.00% | 0.86% | M | |||
JNL/PPM
America Floating Rate Income | 0.46% | 0.00% | 0.17% | I | 0.01% | 0.64% | M | |||
JNL/PPM America High Yield Bond | 0.33% | 0.00% | 0.10% | H | 0.02% | 0.45% | M | |||
JNL/PPM
America Mid Cap Value | 0.56% | 0.00% | 0.11% | H | 0.00% | 0.67% | M | |||
JNL/PPM America Total Return | 0.39% | 0.00% | 0.10% | H | 0.00% | 0.49% | M | |||
JNL/PPM
America Value Equity | 0.45% | 0.00% | 0.11% | H | 0.00% | 0.56% | M | |||
JNL/T. Rowe Price Established Growth | 0.44% | 0.00% | 0.09% | J | 0.00% | 0.53% | M | |||
JNL/T.
Rowe Price Mid-Cap Growth | 0.60% | 0.00% | 0.10% | H | 0.00% | 0.70% | M | |||
JNL/T. Rowe Price Short-Term Bond | 0.31% | 0.00% | 0.10% | H | 0.00% | 0.41% | M | |||
JNL/T.
Rowe Price Value | 0.49% | 0.00% | 0.10% | H | 0.00% | 0.59% | M | |||
JNL/Westchester Capital Event Driven | 1.05% | 0.00% | 0.46% | H | 0.06% | 1.57% | M | |||
JNL/WMC
Balanced | 0.32% | 0.00% | 0.09% | J | 0.01% | 0.42% | M | |||
JNL/WMC Value | 0.37% | 0.00% | 0.10% | H | 0.00% | 0.47% | M | |||
JNL/S&P
Competitive Advantage | 0.26% | 0.00% | 0.10% | H | 0.00% | 0.36% | M | |||
JNL/S&P Dividend Income & Growth | 0.25% | 0.00% | 0.11% | H | 0.00% | 0.36% | M |
Individual Underlying Mutual Fund Company Annual Expenses (as a percentage of average net assets) Fund Name | Management
Fee | Distribution and/or Service (12b-1) Fees | Other Expenses | Acquired Fund Fees and Expenses | Total Annual Fund Operating Expenses | |||||
JNL/S&P Intrinsic Value | 0.26% | 0.00% | 0.11% | H | 0.00% | 0.37% | M | |||
JNL/S&P
Total Yield | 0.26% | 0.00% | 0.10% | H | 0.00% | 0.36% | M | |||
JNL/S&P 4 | 0.00% | 0.00% | 0.05% | K | 0.36% | 0.41% | M | |||
JNL/S&P
Managed Conservative | 0.10% | 0.00% | 0.05% | K | 0.61% | 0.76% | M | |||
JNL/S&P Managed Moderate | 0.09% | 0.00% | 0.05% | K | 0.63% | 0.77% | M | |||
JNL/S&P
Managed Moderate Growth | 0.08% | 0.00% | 0.05% | K | 0.65% | 0.78% | M | |||
JNL/S&P Managed Growth | 0.08% | 0.00% | 0.05% | K | 0.66% | 0.79% | M | |||
JNL/S&P
Managed Aggressive Growth | 0.09% | 0.00% | 0.05% | K | 0.67% | 0.81% | M | |||
JNL Moderate Growth Allocation | 0.09% | 0.00% | 0.06% | K | 0.66% | 0.81% | M | |||
JNL
Growth Allocation | 0.09% | 0.00% | 0.05% | K | 0.66% | 0.80% | M | |||
JNL Aggressive Growth Allocation | 0.10% | 0.00% | 0.05% | K | 0.65% | 0.80% | M | |||
JNL
Variable Fund LLC | ||||||||||
JNL/Mellon Capital JNL 5 | 0.17% | 0.00% | 0.16% | I | 0.00% | 0.33% | M | |||
Jackson Variable Series Trust | ||||||||||
JNL
Conservative Allocation | 0.15% | 0.00% | 0.05% | K | 0.73% | 0.93% | M | |||
JNL Moderate Allocation | 0.15% | 0.00% | 0.06% | K | 0.75% | 0.96% | M | |||
JNL
iShare Tactical Moderate | 0.20% | 0.00% | 0.15% | I | 0.20% | 0.55% | M | |||
JNL iShare Tactical Moderate Growth | 0.20% | 0.00% | 0.16% | I | 0.20% | 0.56% | M | |||
JNL
iShares Tactical Growth | 0.20% | 0.00% | 0.16% | I | 0.21% | 0.57% | M | |||
JNL/DoubleLine® Total Return | 0.42% | 0.00% | 0.11% | H | 0.01% | 0.54% | M | |||
JNL/Eaton
Vance Global Macro Absolute Return Advantage | 0.78% | 0.00% | 0.28% | I | 0.01% | 1.07% | M | |||
JNL/Epoch Global Shareholder Yield | 0.58% | 0.00% | 0.16% | I | 0.00% | 0.74% | M | |||
JNL/FAMCO
Flex Core Covered Call | 0.50% | 0.00% | 0.16% | I | 0.00% | 0.66% | M | |||
JNL/Lazard International Strategic Equity | 0.70% | 0.00% | 0.16% | I | 0.01% | 0.87% | M | |||
JNL/Neuberger
Berman Currency | 0.55% | 0.00% | 0.16% | I | 0.01% | 0.72% | M | |||
JNL/Nicholas Convertible Arbitrage | 0.73% | 0.00% | 0.32% | I | 0.01% | 1.06% | M | |||
JNL/PIMCO
Investment Grade Corporate Bond | 0.35% | 0.00% | 0.23% | H | 0.00% | 0.58% | M | |||
JNL/PPM America Long Short Credit | 0.60% | 0.00% | 0.32% | I | 0.03% | 0.95% | M | |||
JNL/T.
Rowe Price Capital Appreciation | 0.56% | 0.00% | 0.15% | I | 0.00% | 0.71% | M | |||
JNL/The Boston Company Equity Income | 0.45% | 0.00% | 0.16% | I | 0.00% | 0.61% | M | |||
JNL/The
London Company Focused U.S. Equity | 0.58% | 0.00% | 0.16% | I | 0.01% | 0.75% | M | |||
JNL/WCM Focused International Equity | 0.67% | 0.00% | 0.15% | I | 0.01% | 0.83% | M |
A | Fees
and expenses at the Master Fund level for Class 1 shares of each respective Fund are as follows: |
B | Fees
and expenses at the Master Fund level of each respective Fund are as follows: |
C | Jackson National Asset Management, LLC (“JNAM” or “Adviser”) has entered into a contractual agreement with the Fund under which it will waive a portion of its advisory fee for such time as the Fund is operated as a Feeder Fund, because during that time it will not be providing the portfolio management portion of the investment advisory and management services. This fee waiver will generally continue as long as the Fund is part of a master-feeder fund structure, but in any event,
the fee waiver will continue for at least one year from the date of this Prospectus, unless the Board of Trustees approves a change in or elimination of the waiver. This fee waiver is subject to yearly review and approval by the Board of Trustees. The Management and the Annual Operating Expense columns in this table reflect the inclusion of the contractual fee waivers. |
D | JNAM has entered into a contractual agreement with the Fund under which it will waive a portion of its advisory fee for at least one year from the date of this Prospectus. Thereafter, the waiver will automatically renew for one-year terms unless the Adviser provides written notice of the termination of the
agreement to the Board of Trustees within 30 days of the end of the then current term. |
E | JNAM has contractually agreed to waive fees and reimburse expenses of the Fund to the extent necessary to limit the total operating expenses of each class of shares of the Fund, exclusive of brokerage costs, interest, taxes and dividend and extraordinary expenses, to an annual rate (as a percentage of the average daily net assets of the Fund) equal to or less than the Fund’s investment income for the period. The fee waiver will continue for at least one year from the date of this Prospectus, and continue thereafter, unless the Board of Trustees approves a change in or elimination of
the waiver. This fee waiver is subject to yearly review and approval by the Board of Trustees. In addition, when the Fund receives income sufficient to pay a dividend, the Adviser may recapture previously waived fees and expenses for a period of three years. |
F | JNAM has entered into a contractual agreement with the Fund under which it will waive a portion of its administrative fee for at least one year from the date of this Prospectus. Thereafter, the waiver will automatically renew for one-year terms unless the Adviser provides written notice of the termination of the agreement to the Board of Trustees within 30 days of the end of the then current term. |
G | “Other
Expenses” include an Administrative Fee of 0.20% which is payable to JNAM. |
H | “Other Expenses” include an Administrative Fee of 0.10% which is payable to JNAM. |
I | “Other Expenses” include an Administrative Fee of 0.15% which is payable to JNAM. |
J | “Other
Expenses” include an Administrative Fee of 0.09% which is payable to JNAM. |
K | ”Other Expenses” include an Administrative Fee of 0.05% which is payable to JNAM. |
L | ”Other Expenses” include an Administrative Fee of 0.14% which is payable to JNAM. |
M | Expense
Information has been restated to reflect current fees. |
Ø | Investment Objective Changes. Effective August 13, 2018, under the section titled “INVESTMENT DIVISIONS” in the prospectus, the brief statements of the corresponding investment objective for the following Funds are revised as follows, whether or not in connection with a name change, sub-adviser change, or the addition of new Funds: |
Ø | 50%
in the JNL/Mellon Capital JNL 5 Fund; |
Ø | 10% in the JNL/Mellon Capital S&P 500 Index Fund; |
Ø | 10% in the JNL/Mellon Capital S&P 400 MidCap Index Fund; |
Ø | 10% in the JNL/Mellon Capital Small Cap Index Fund; |
Ø | 10%
in the JNL/Mellon Capital International Index Fund; and |
Ø | 10% in the JNL/Mellon Capital Bond Index Fund. |
Ø | 20% in the JNL/Mellon Capital S&P 500 Index Fund; |
Ø | 20% in the JNL/Mellon Capital S&P 400 MidCap Index Fund; |
Ø | 20% in the JNL/Mellon
Capital Small Cap Index Fund; |
Ø | 20% in the JNL/Mellon Capital International Index Fund; and |
Ø | 20% in the JNL/Mellon Capital Bond Index Fund. |
Ø | Effective August 13, 2018, Appendix A to the prospectus is revised as follows: |
a) | The
following paragraphs are added to the end of Appendix A. |
1. | Resolution
of Depositor's Board of Directors authorizing the establishment of the Registrant, incorporated herein by reference to the Registrant’s Registration Statement, filed on October 3, 1997 (File Nos. 333-37175 and 811-08401). |
2. | Not Applicable. |
a. | Amended
and Restated General Distributor Agreement dated June 1, 2006, incorporated herein by reference to the Registration Statement filed on August 10, 2006 (File Nos. 333-136472 and 811-08664). |
b. | Specimen of Selling Agreement (N2565 06/14), incorporated herein by reference to Registrant’s Post-Effective Amendment No.
13, filed on September 11, 2014 (File Nos. 333-183046 and 811-08401). |
c. | Specimen of Fee-Based Product Addendum to Selling Agreement, incorporated herein by reference to Pre-Effective Amendment No. 1, filed on November 30, 2016 (File Nos. 333-212424 and 811-08664). |
d. | Specimen
of DOL Fiduciary Rule Addendum to Selling Agreement (SAA0007 04/17), incorporated herein by reference to Registrant's Post-Effective Amendment No. 12, filed on April 24, 2018 (File Nos. 333-183050 and 811-08664). |
a. | Specimen of Perspective Advisory II Individual Variable and Fixed Annuity Contract (VA790NY), incorporated
herein by reference to Registrant's Registration Statement, filed on April 27, 2017 (File Nos. 333-217502 and 811-08401). |
b. | Form of Individual Retirement Annuity Endorsement (7715NY), incorporated herein by reference to Registrant’s Post-Effective Amendment No. 15, filed on January 20, 2015 (File Nos. 333-183046
and 811-08401). |
c. | Form of Roth Individual Retirement Annuity Endorsement (7716NY), incorporated herein by reference to Registrant’s Post-Effective Amendment No. 15, filed on January 20, 2015 (File Nos. 333-183046 and 811-08401). |
d. | Form
of Section 403(b) Tax Sheltered Annuity Endorsement (7725NY), incorporated herein by reference to Registrant’s Post-Effective Amendment No. 15, filed on January 20, 2015 (File Nos. 333-183046 and 811-08401). |
e. | Specimen of Retirement Plan Endorsement (7275NY), incorporated herein by reference to the Registrant’s Registration Statement filed on August
19, 2004 (File Nos. 333-118370 and 811-08401). |
f. | Specimen of Charitable Remainder Trust Endorsement (7487NY), incorporated herein by reference to the Registrant’s Pre-Effective Amendment filed on December 30, 2004 (File Nos. 333-119659 and 811-08401).
|
g. | Form of Non-Qualified Stretch Annuity Endorsement (7723NY), incorporated herein by reference to Registrant’s Post-Effective Amendment No. 9, filed on September 11, 2014 (File Nos. 333-177298 and 811-08401). |
h. | Form
of Return of Premium Guaranteed Minimum Death Benefit (7731NY), incorporated herein by reference to Registrant's Registration Statement, filed on April 27, 2017 (File Nos. 333-217502 and 811-08401). |
i. | Form of Highest Anniversary Value Guaranteed Minimum Death Benefit (7733NY), incorporated herein by reference to Registrant's Registration Statement, filed on April
27, 2017 (File Nos. 333-217502 and 811-08401). |
j. | Form of Guaranteed Minimum Withdrawal Benefit (7737ANY), incorporated herein by reference to Registrant's Registration Statement, filed on April 27, 2017 (File Nos. 333-217502 and 811-08401). |
k. | Form
of For Life Guaranteed Minimum Withdrawal Benefit with Bonus and Annual Step-Up (7738ANY), incorporated herein by reference to Registrant's Registration Statement, filed on April 27, 2017 (File Nos. 333-217502 and 811-08401). |
l. | Form of Joint For Life Guaranteed Minimum Withdrawal Benefit with Bonus and Annual Step-Up (7739ANY), incorporated herein by reference
to Registrant's Registration Statement, filed on April 27, 2017 (File Nos. 333-217502 and 811-08401). |
m. | Form of For Life Guaranteed Minimum Withdrawal Benefit with Bonus, Annual Step-Up, and Highest Anniversary Value Death Benefit (7740ANY), incorporated herein by reference to Registrant's Registration Statement, filed on April 27, 2017 (File Nos. 333-217502
and 811-08401). |
n. | Form of For Life Guaranteed Minimum Withdrawal Benefit with Bonus, Annual Step-Up and Earnings-Sensitive Withdrawal Amount (7741ANY), incorporated herein by reference to Registrant's Registration Statement, filed on April 27, 2017 (File Nos. 333-217502
and 811-08401). |
o. | Form of Joint For Life Guaranteed Minimum Withdrawal Benefit with Bonus, Annual Step-Up and Earnings-Sensitive Withdrawal Amount (7742ANY), incorporated herein by reference to Registrant's Registration Statement, filed on April 27, 2017 (File Nos. 333-217502 and 811-08401). |
p. | Form
of Perspective Advisory II Individual Variable and Fixed Annuity Contract (VA790NY), incorporated herein by reference to Registrant's Pre-Effective Amendment No. 1, filed on April 10, 2018 (File Nos. 333-217502 and 811-08401). |
q. | Form of Return of Premium Guaranteed Minimum Death Benefit (7731NY), incorporated herein by reference to Registrant's Pre-Effective
Amendment No. 1, filed on April 10, 2018 (File Nos. 333-217502 and 811-08401). |
r. | Form of Highest Anniversary Value Guaranteed Minimum Death Benefit (7733NY), incorporated herein by reference to Registrant's Pre-Effective Amendment No. 1, filed on April 10, 2018 (File Nos. 333-217502
and 811-08401). |
s. | Form of Guaranteed Minimum Withdrawal Benefit (7737ANY), incorporated herein by reference to Registrant's Pre-Effective Amendment No. 1, filed on April 10, 2018 (File Nos. 333-217502 and 811-08401). |
t. | Form
of For Life Guaranteed Minimum Withdrawal Benefit with Bonus and Annual Step-Up (7738ANY), incorporated herein by reference to Registrant's Pre-Effective Amendment No. 1, filed on April 10, 2018 (File Nos. 333-217502 and 811-08401). |
u. | Form of Joint For Life Guaranteed Minimum Withdrawal Benefit with Bonus and Annual Step-Up (7739ANY), incorporated herein by reference
to Registrant's Pre-Effective Amendment No. 1, filed on April 10, 2018 (File Nos. 333-217502 and 811-08401). |
v. | Form of For Life Guaranteed Minimum Withdrawal Benefit with Bonus, Annual Step-Up, and Highest Anniversary Value Death Benefit (7740ANY), incorporated herein by reference to Registrant's Pre-Effective Amendment No. 1, filed on April 10, 2018 (File Nos.
333-217502 and 811-08401). |
w. | Form of For Life Guaranteed Minimum Withdrawal Benefit with Bonus, Annual Step-Up and Earnings-Sensitive Withdrawal Amount (7741ANY), incorporated herein by reference to Registrant's Pre-Effective Amendment No. 1, filed on April 10, 2018 (File Nos. 333-217502 and 811-08401). |
x. | Form
of Joint For Life Guaranteed Minimum Withdrawal Benefit with Bonus, Annual Step-Up and Earnings-Sensitive Withdrawal Amount (7742ANY), incorporated herein by reference to Registrant's Pre-Effective Amendment No. 1, filed on April 10, 2018 (File Nos. 333-217502 and 811-08401). |
y. | Form of Unisex Contract Endorsement (7734NY), attached hereto. |
a. | Form
of Perspective Advisory II Individual Variable and Fixed Annuity Application (NV790 09/17), incorporated herein by reference to Registrant's Registration Statement, filed on April 27, 2017 (File Nos. 333-217502 and 811-08401). |
b. | Form of Perspective Advisory II Individual Variable and Fixed Annuity Application (NV790 09/17), incorporated herein by reference to
Registrant's Pre-Effective Amendment No. 1, filed on April 10, 2018 (File Nos. 333-217502 and 811-08401). |
c. | Form of Perspective Advisory II Individual Variable and Fixed Annuity Application (NV790 08/18), attached hereto. |
a. | Declaration and Charter of Depositor, incorporated herein by reference to Registrant's to the Registrant’s Registration Statement filed on October 3, 1997 (File Nos. 333-37175 and 811-08401). |
b. | By-laws
of Depositor, incorporated herein by reference to the Registrant’s Registration Statement filed on October 3, 1997 (File Nos. 333-37175 and 811-08401). |
c. | Amended By-Laws of Jackson National Life Insurance Company of New York, incorporated herein by reference to Registrant’s Post-Effective Amendment No. 4, filed on April
23, 2013 (File Nos. 333-183046 and 811-08401). |
a. | Reinsurance Agreement Effective December 31, 2008 between Jackson National Life Insurance Company of New York ("Ceding Company") and Jackson National Life Insurance Company ("Reinsurer"), incorporated herein by reference to the Registrant’s Post-Effective
Amendment No. 8, filed on September 12, 2013 (File Nos. 333-183046 and 811-08401). |
b. | Amendment No. 1 to the Reinsurance Agreement Effective December 31, 2008 between Jackson National Life Insurance Company of New York ("Ceding Company") and Jackson National Life Insurance Company ("Reinsurer"), with effective date June 30, 2013, incorporated
herein by reference to the Registrant’s Post-Effective Amendment No. 8, filed on September 12, 2013 (File Nos. 333-183046 and 811-08401). |
8. | Amended and Restated Administrative Services Agreement between Jackson National Asset Management, LLC and Jackson National Life Insurance Company, incorporated herein by reference to Post-Effective Amendment No. 4, filed on April
23, 2013 (File Nos. 333-183048 and 811-08664). |
9. | Opinion and Consent of Counsel, attached hereto. |
10. | Consent of Independent Registered Public Accounting Firm, attached hereto. |
11. | Not
Applicable. |
12. | Not Applicable. |
Name and Principal Business Address | Positions and Offices with Depositor |
2900 Westchester Ave. | Director |
Michigan State University C337 Wells Hall 619
Red Cedar Road | Director |
2900 Westchester Ave. | Director |
300 Innovation Drive | President |
1 Corporate Way | Executive
Vice President & Chief Financial Officer |
300 Innovation Drive | Executive Vice President, Chief Distribution Officer & Director |
75 Second Avenue Suite 605 | Chief Administrative Officer & Director |
1 Corporate Way | Senior Vice President, General Counsel & Secretary |
Savvas (Steve) P. Binioris 1 Corporate Way | Senior
Vice President |
1 Corporate Way | Senior Vice President, Controller, Treasurer & Director |
Devkumar
D. Ganguly 1 Corporate Way | Senior Vice President & Chief Information Officer |
Julia A. Goatley 1 Corporate Way | Senior Vice President |
Bradley O. Harris 300 Innovation Drive | Senior Vice President & Chief Risk Officer |
Thomas
P. Hyatte 1 Corporate Way | Senior Vice President |
Keith R. Moore 1 Corporate Way | Senior Vice President & Chief Technology Officer |
Emilio Pardo 300 Innovation Drive | Senior Vice President & Chief Marketing and Communications Officer |
Laura
L. Prieskorn 1 Corporate Way | Senior Vice President |
Dana S. Rapier 1 Corporate Way | Senior Vice President & Chief Human Resources Officer |
Kenneth H. Stewart 1 Corporate Way | Senior Vice President |
Marcia
L. Wadsten 1 Corporate Way | Senior Vice President, Chief Actuary & Appointed Actuary |
Richard C. White 1 Corporate Way | Senior Vice President |
Marina C. Ashiotou 225 W. Wacker Drive Suite 1200 | Vice President |
Dennis
A. Blue 1 Corporate Way | Vice President |
1 Corporate Way | Vice President & Director |
Pamela L. Bottles 1 Corporate Way | Vice President |
David
L. Bowers 300 Innovation Drive | Vice President |
William T. Devanney, Jr. 1 Corporate Way | Vice President |
Charles F. Field, Jr. 300 Innovation Drive | Vice President |
Dana
R. Malesky Flegler 1 Corporate Way | Vice President |
Lisa I. Fox 300 Innovation Drive | Vice President |
Heather Gahir 1 Corporate Way | Vice President |
Scott J. Golde 1 Corporate Way | Vice President |
Guillermo
E. Guerra 1 Corporate Way | Vice President & Corporate Information Security Officer |
Robert W. Hajdu 1 Corporate Way | Vice President |
1 Corporate Way | Vice President & Director |
Robert
L. Hill 1 Corporate Way | Vice President |
Julie A. Hughes 1 Corporate Way | Vice President |
Matthew T. Irey 1 Corporate Way | Vice President |
Thomas
A. Janda 1 Corporate Way | Vice President |
Scott F. Klus 1 Corporate Way | Vice President |
Toni L. Klus 1 Corporate Way | Vice President |
Matthew
F. Laker 300 Innovation Drive | Vice President |
Richard C. Liphardt 1 Corporate Way | Vice President |
Wayne R. Longcore 1 Corporate Way | Vice President |
Diahn
M. McHenry 1 Corporate Way | Vice President |
Ryan
T. Mellott 1 Corporate Way | Vice President |
Gary J. Rudnicki 1 Corporate Way | Vice President |
Stacey L. Schabel 1 Corporate Way | Vice President & Chief Audit Executive |
James
A. Schultz 1 Corporate Way | Vice President & Assistant Treasurer |
William R. Schulz 1 Corporate Way | Vice President |
Muhammad S. Shami 1 Corporate Way | Vice President |
Michael
D. Story 1 Corporate Way | Vice President |
1 Corporate Way | Vice President & Director |
Brian M. Walta 1 Corporate Way | Vice President |
(a) | Jackson National Life Distributors LLC acts as general distributor for the JNLNY Separate Account I. Jackson National Life Distributors LLC also acts as general distributor for the Jackson National Separate Account - I, the Jackson National Separate Account III, the Jackson National Separate Account IV, the Jackson National Separate Account V, the JNLNY Separate Account II, the JNLNY Separate Account IV, the Jackson Sage Variable Annuity Account A, the Jackson Sage Variable Life Account A, the Jackson SWL Variable Annuity Fund I, the JNL Series Trust, JNL Variable Fund LLC, JNL Investors Series Trust, and Jackson Variable Series Trust. |
(b) | Directors
and Officers of Jackson National Life Distributors LLC: |
Name and Business Address | Positions and Offices with Underwriter |
300 Innovation Drive | Chairman & Manager |
Steve P. Binioris 1 Corporate Way | Manager |
Bradley
O. Harris 300 Innovation Drive | Manager |
Emilio Pardo 300 Innovation Drive | Manager |
1 Corporate Way | Manager |
300 Innovation Drive | President, Chief Executive Officer & Manager |
Scott
Romine 300 Innovation Drive | President of Advisory Solutions |
Scott Golde 1 Corporate Way | General Counsel |
Maura Collins 7601 Technology Way | Executive Vice President & Chief Financial Officer |
Alison
Reed 7601 Technology Way | Executive Vice President, Operations |
Marc Socol 300 Innovation Drive | Executive Vice President, National Sales Manager |
Ed Balsmann 300 Innovation Drive | Senior Vice President & Chief Compliance Officer |
Tori
Bullen 7601 Technology Way | Senior Vice President |
Elizabeth Griffith 300 Innovation Drive | Senior Vice President |
Thomas Hurley 300 Innovation Drive | Senior Vice President |
Doug
Mantelli 7601 Technology Way | Senior Vice President |
Greg Masucci 300 Innovation Drive | Senior Vice President |
Tim Munsie 300 Innovation Drive | Senior Vice President |
Daniel
Starishevsky 7601 Technology Way | Senior Vice President |
Brian Sward 7601 Technology Way | Senior Vice President |
Christian Von Allmen 300 Innovation Drive | Senior Vice President |
Ty
Anderson 7601 Technology Way | Vice President |
Jeffrey Bain 7601 Technology Way | Vice President |
Brad Baker 7601 Technology Way | Vice President |
Erin
Balcaitis 7601 Technology Way | Vice President |
J. Edward Branstetter, Jr. 7601 Technology Way | Vice President |
Court Chynces 300 Innovation Drive | Vice President |
Christopher
Cord 7601 Technology Way | Vice President |
Ashley S. Golson 300 Innovation Drive | Vice President |
Luis Gomez 7601 Technology Way | Vice President |
Mark
Jones 7601 Technology Way | Vice President |
Matt Lemieux 300 Innovation Drive | Vice President |
Kristine Lowry 300 Innovation Drive | Vice President, FinOp & Controller |
Tamu
McCreary 7601 Technology Way | Vice President |
Jennifer Meyer 7601 Technology Way | Vice President |
Steven O’Connor 7601 Technology Way | Vice President |
Allison Pearson 7601 Technology Way | Vice President |
Jeremy
D. Rafferty 7601 Technology Way | Vice President |
Ryan Riggen 300 Innovation Drive | Vice President |
Sam Rosenbrock 300 Innovation Drive | Vice President |
Marilynn
Scherer 7601 Technology Way | Vice President |
Jeremy Swartz 7601 Technology Way | Vice President |
Robin Tallman 7601 Technology Way | Vice President |
Angela
Tucker 7601 Technology Way | Vice President |
Sutton White 300 Innovation Drive | Vice President |
Byron Wilson 300 Innovation Drive | Vice President |
Phil
Wright 7601 Technology Way | Vice President |
Kristan L. Richardson 1 Corporate Way | Secretary |
Name of Principal Underwriter | Net Underwriting Discounts and Commissions | Compensation
on Redemption | Brokerage Commissions | Compensation |
Jackson National Life Distributors LLC | Not Applicable | Not Applicable | Not Applicable | Not Applicable |
a) | Jackson National Life Insurance Company of New York hereby undertakes to file a post-effective amendment to this registration statement as frequently as is necessary to ensure that the audited financial statements in the registration statement are never more than sixteen (16) months old for so long as payment under the variable annuity contracts may be accepted. |
b) | Jackson
National Life Insurance Company of New York hereby undertakes to include either (1) as part of any application to purchase a contract offered by the Prospectus, a space that an applicant can check to request a Statement of Additional Information, or (2) a postcard or similar written communication affixed to or included in the Prospectus that the applicant can remove to send for a Statement of Additional Information. |
c) | Jackson National Life Insurance Company of New York hereby undertakes to deliver any Statement of Additional Information and any financial statement required to be made available under this Form promptly upon written or oral request. |
d) | Jackson
National Life Insurance Company of New York represents that the fees and charges deducted under the contract, in the aggregate, are reasonable in relation to the services rendered, the expenses to be incurred, and the risks assumed by Jackson National Life Insurance Company of New York. |
e) | The Registrant hereby represents that any contract offered by the prospectus and which is issued pursuant to Section 403(b) of the Internal Revenue Code of 1986 as amended, is issued by the Registrant in reliance upon, and in compliance with, the Securities and Exchange Commission's industry-wide no-action letter to the American Council of Life Insurance (publicly available November 28, 1988) which permits
withdrawal restrictions to the extent necessary to comply with IRS Section 403(b)(11). |
* | ||
Barry L. Stowe, President | ||
* | ||
P. Chad Myers, Executive Vice President and Chief Financial Officer | ||
* | ||
Michael A. Costello, Senior Vice President, Controller, Treasurer and Director | ||
* | ||
Gregory P. Cicotte, Executive Vice President, Chief Distribution Officer and Director | ||
* | ||
Barrett M. Bonemer, Vice President and Director |
* | ||
Laura L. Hanson, Vice President and Director | ||
* | ||
Herbert G. May, III, Chief Administrative Officer and Director | ||
* | ||
Heather R. Strang, Vice President and Director | ||
* | ||
Patrick G. Boyle, Director | ||
* | ||
R. Kevin Clinton, Director | ||
* | ||
Nancy F. Heller, Director |
/s/
BARRY L. STOWE |
Barry L. Stowe, President |
/s/ P. CHAD MYERS |
P. Chad Myers, Executive Vice President and Chief Financial Officer |
Michael A. Costello, Senior Vice President, Controller, Treasurer and Director |
Gregory P. Cicotte, Executive
Vice President, Chief Distribution Officer and Director |
Barrett M. Bonemer, Vice President and Director |
/s/ LAURA
L. HANSON |
Laura L. Hanson, Vice President and Director |
Herbert G. May, III, Chief Administrative Officer and Director |
Heather R. Strang, Vice President and Director |
/s/ PATRICK G. BOYLE |
Patrick G. Boyle, Director |
/s/
R. KEVIN CLINTON |
R. Kevin Clinton, Director |
/s/ NANCY F. HELLER |
Nancy F. Heller, Director |
Exhibit No. | Description |
4y. | Form of Unisex Contract Endorsement (7734NY). |
5c. | Form of Perspective Advisory
II Individual Variable and Fixed Annuity Application (NV790 08/18). |
9. | Opinion and Consent of Counsel. |
10. | Consent of Independent Registered Public Accounting Firm. |
This ‘485BPOS’ Filing | Date | Other Filings | ||
---|---|---|---|---|
Effective on: | 8/13/18 | 485BPOS | ||
Filed on: | 8/7/18 | 485BPOS | ||
7/20/18 | ||||
4/30/18 | 485BPOS | |||
4/24/18 | 485BPOS | |||
4/10/18 | N-4/A | |||
12/31/17 | 24F-2NT, 24F-2NT/A, NSAR-U | |||
4/27/17 | N-4 | |||
12/31/16 | 24F-2NT, NSAR-U | |||
11/30/16 | N-4/A | |||
12/31/15 | 24F-2NT, NSAR-U | |||
1/20/15 | 485APOS | |||
9/11/14 | 485BPOS | |||
9/12/13 | 485BPOS | |||
6/30/13 | ||||
4/23/13 | 485APOS, 485BPOS | |||
12/31/08 | 24F-2NT, 485BPOS, NSAR-U | |||
8/10/06 | ||||
6/1/06 | ||||
12/30/04 | N-4/A | |||
8/19/04 | N-4 | |||
10/3/97 | N-4 EL, N-8A | |||
List all Filings |
As Of Filer Filing For·On·As Docs:Size Issuer Filing Agent 4/23/24 Jnlny Separate Account I 485BPOS 4/29/24 13:9.5M 8/25/23 Jnlny Separate Account I 485BPOS 8/28/23 14:12M 4/25/23 Jnlny Separate Account I 485BPOS 5/01/23 13:9.7M 4/19/22 Jnlny Separate Account I 485BPOS 4/25/22 5:7.9M 4/20/21 Jnlny Separate Account I 485BPOS 4/26/21 5:7.5M 10/28/20 Jnlny Separate Account I 485BPOS 11/02/20 3:542K 8/04/20 Jnlny Separate Account I 485BPOS 8/10/20 4:3.8M |