First Trust Variable Insurance Trust Sample Contracts
WITNESSETH:Investment Management Agreement • October 6th, 2015 • First Trust Variable Insurance Trust
FIRST TRUST VARIABLE INSURANCE TRUST DISTRIBUTION AGREEMENT This Distribution Agreement (the "Agreement") is made as of this 18th day of April, 2012, by and between First Trust Variable Insurance Trust, a Massachusetts business trust (the "Trust"), on...Distribution Agreement • April 23rd, 2012 • First Trust Variable Insurance Trust • Illinois
ADMINISTRATION AND ACCOUNTING SERVICES AGREEMENT ------------------------------------------------ THIS AGREEMENT is made as of April 11, 2012 by and between BNY MELLON INVESTMENT SERVICING (US) INC., a Massachusetts corporation ("BNY") and FIRST TRUST...Administration and Accounting Services Agreement • April 13th, 2012 • First Trust Variable Insurance Trust
SUBLICENSE AGREEMENT This Sublicense Agreement (the "Sublicense Agreement"), dated as of October 1, 2015, is made by and among First Trust Dorsey Wright Tactical Core Portfolio (the "Sublicensee") and First Trust Advisors L.P. ("First Trust" or...Sublicense Agreement • October 6th, 2015 • First Trust Variable Insurance Trust • New York
RECITALS:Subscription Agreement • April 13th, 2012 • First Trust Variable Insurance Trust
WITNESSETH:Investment Management Agreement • August 28th, 2014 • First Trust Variable Insurance Trust • Illinois
BLANKET BOND INSURANCE AGREEMENT THIS AGREEMENT is made as of the 5th day of April, 2018, by and among the investment companies listed in Appendix A (collectively referred to herein as the "Funds"), First Trust Advisors L.P. (the "Advisor") and First...Blanket Bond Insurance Agreement • April 5th, 2018 • First Trust Variable Insurance Trust
WITNESSETH:Investment Management Agreement • April 13th, 2012 • First Trust Variable Insurance Trust • Illinois
Sub-License Agreement This Sub-license Agreement (the "Sub-license Agreement"), dated as of April 13, 2020 is made by and among First Trust Capital Strength Portfolio and First Trust International Developed Capital Strength Portfolio (collectively,...Sub-License Agreement • April 15th, 2020 • First Trust Variable Insurance Trust • New York
AMENDED AND RESTATED EXPENSE REIMBURSEMENT, FEE WAIVER AND RECOVERY AGREEMENTExpense Reimbursement, Fee Waiver and Recovery Agreement • April 15th, 2020 • First Trust Variable Insurance Trust • Illinois
NONDISCRETIONARY SUB-ADVISORY AGREEMENT FOR STONEBRIDGE INVESTMENT SUB-ADVISORY AGREEMENT INVESTMENT SUB-ADVISORY AGREEMENT made as of this ___ day of ________, 2014 by and among the First Trust Variable Insurance Trust, a Massachusetts business trust...Investment Sub-Advisory Agreement • August 28th, 2014 • First Trust Variable Insurance Trust • Illinois
Investment Sub-Advisory AgreementInvestment Sub-Advisory Agreement • August 9th, 2023 • First Trust Variable Insurance Trust • Illinois
This Investment Sub-Advisory Agreement (this “Agreement”), dated as of August 10, 2023, is by and among First Trust Variable Insurance Trust, a Massachusetts business trust (the “Trust”), First Trust Advisors L.P., an Illinois limited partnership (the “Manager”) and a registered investment adviser with the Securities and Exchange Commission (the “SEC”), and Cboe Vest Financial LLC, a Delaware limited liability company and a registered investment adviser with the SEC (the “Sub-Adviser”).
FIRST TRUST VARIABLE INSURANCE TRUST DISTRIBUTION AGREEMENT This Distribution Agreement (the "Agreement") is made as of this ___ day of _______, 2012, by and between First Trust Variable Insurance Trust, a Massachusetts business trust (the "Trust"),...Distribution Agreement • April 13th, 2012 • First Trust Variable Insurance Trust • Illinois
CUSTODY AGREEMENTCustody Agreement • April 13th, 2012 • First Trust Variable Insurance Trust • New York
NONDISCRETIONARY SUB-ADVISORY AGREEMENT FOR STONEBRIDGE INVESTMENT SUB-ADVISORY AGREEMENT INVESTMENT SUB-ADVISORY AGREEMENT made as of this 28th day of March, 2014 by and among the First Trust Variable Insurance Trust, a Massachusetts business trust...Investment Sub-Advisory Agreement • April 24th, 2014 • First Trust Variable Insurance Trust • Illinois
INVESTMENT SUB-ADVISORY AGREEMENT INVESTMENT SUB-ADVISORY AGREEMENT made as of this ____ day of ______________, 2014 by and among the First Trust Variable Insurance Trust, a Massachusetts business trust (the "Trust"), First Trust Advisors L.P., an...Investment Sub-Advisory Agreement • August 28th, 2014 • First Trust Variable Insurance Trust • Illinois
INVESTMENT SUB-ADVISORY AGREEMENT INVESTMENT SUB-ADVISORY AGREEMENT made as of this 14th day of April, 2014 by and among the First Trust Variable Insurance Trust, a Massachusetts business trust (the "Trust"), First Trust Advisors L.P., an Illinois...Investment Sub-Advisory Agreement • April 24th, 2014 • First Trust Variable Insurance Trust • Illinois
BACKGROUNDTransfer Agency and Shareholder Services Agreement • April 23rd, 2012 • First Trust Variable Insurance Trust
SCHEDULE B -------------Transfer Agency and Shareholder Services Agreement • April 15th, 2020 • First Trust Variable Insurance Trust
This SCHEDULE B is Schedule B to that certain Transfer Agency and Shareholder Services Agreement dated as of April 11, 2012, between BNY Mellon Investment Servicing (US) Inc. and First Trust Variable Insurance Trust.
EXHIBIT AAdministration and Accounting Services Agreement • April 15th, 2020 • First Trust Variable Insurance Trust
THIS EXHIBIT A, dated as of April 15, 2020, is Exhibit A to that certain Administration and Accounting Services Agreement dated as of April 11, 2012 between BNY Mellon Investment Servicing (US) Inc. and First Trust Variable Insurance Trust.
Dated: August 10, 2023)Transfer Agency and Shareholder Services Agreement • August 9th, 2023 • First Trust Variable Insurance Trust
This SCHEDULE B is Schedule B to that certain Transfer Agency and Shareholder Services Agreement dated as of April 11, 2012, between BNY Mellon Investment Servicing (US) Inc. and First Trust Variable Insurance Trust.
SCHEDULE B (Dated: May 12, 2023)Transfer Agency and Shareholder Services Agreement • May 11th, 2023 • First Trust Variable Insurance Trust
This SCHEDULE B is Schedule B to that certain Transfer Agency and Shareholder Services Agreement dated as of April 11, 2012, between BNY Mellon Investment Servicing (US) Inc. and First Trust Variable Insurance Trust.
ADMINISTRATION AND ACCOUNTING SERVICES AGREEMENTAdministration and Accounting Services Agreement • April 29th, 2024 • First Trust Variable Insurance Trust
THIS AGREEMENT is made as of April 11, 2012 by and between BNY MELLON INVESTMENT SERVICING (US) INC., a Massachusetts corporation ("BNY") and FIRST TRUST VARIABLE INSURANCE TRUST, a Massachusetts business trust (the "Fund").
SCHEDULE B (Dated: September 25, 2023)Transfer Agency and Shareholder Services Agreement • April 29th, 2024 • First Trust Variable Insurance Trust
This SCHEDULE B is Schedule B to that certain Transfer Agency and Shareholder Services Agreement dated as of April 11, 2012, between BNY Mellon Investment Servicing (US) Inc. and First Trust Variable Insurance Trust.
First Trust Variable Insurance Trust Distribution AgreementDistribution Agreement • April 29th, 2024 • First Trust Variable Insurance Trust
This Distribution Agreement (the “Agreement”) is made as of this 18th day of April, 2012, by and between First Trust Variable Insurance Trust, a Massachusetts business trust (the “Trust”), on behalf of each series (each a “fund” and, collectively, the “funds”) of the Trust listed in Appendix A attached hereto, as may be amended from time to time and First Trust Portfolios L.P., an Illinois limited partnership (the “Distributor”).
Sub-License AgreementSub-License Agreement • May 11th, 2023 • First Trust Variable Insurance Trust
This Sub-license Agreement (the “Sub-license Agreement”), dated as of May 12, 2023 is made by and among First Trust Growth Strength Portfolio (collectively, the “Sub-Licensee”), Nasdaq, Inc. (“Index Provider”), and First Trust Portfolios L.P. (“First Trust”).
Amendment No. 1 To Transfer Agency And Shareholder Services AgreementTransfer Agency and Shareholder Services Agreement • April 19th, 2016 • First Trust Variable Insurance Trust
Form of Sub-License AgreementSub-License Agreement • August 9th, 2023 • First Trust Variable Insurance Trust
This Form of Sub-license Agreement (the “Sub-license Agreement”), dated as of August 10, 2023 is made by and among First Trust Capital Strength Hedged Equity Portfolio (collectively, the “Sub-Licensee”), Nasdaq, Inc. (“Index Provider”), and First Trust Portfolios L.P. (“First Trust”).
RECITALS:Expense Reimbursement, Fee Waiver and Recovery Agreement • April 23rd, 2012 • First Trust Variable Insurance Trust • Illinois