Exhibit (13)(h)(ix)
AMENDMENT NO. 8
PARTICIPATION AGREEMENT
Amendment No. 8, dated as of July 16, 2020 (“Amendment No. 8”), to the Participation Agreement, dated as of October 1, 2013, as amended (“Agreement”), by and among EQ Advisors Trust (“Trust”), MONY Life Insurance Company and Equitable Distributors, LLC (formerly, AXA Distributors, LLC) (collectively, the “Parties”).
WHEREAS, the Parties wish to amend the Agreement to reflect the name change of AXA Distributors, LLC, AXA Equitable Financial Services, LLC, AXA Financial, Inc. and certain Portfolio names listed in Schedule B (as reflected in Section 2 below).
The Parties hereby agree to amend the Agreement as follows:
1. | All references in the Agreement to AXA Distributors, LLC, AXA Equitable Financial Services, LLC and AXA Financial, Inc. are hereby deleted and replaced with Equitable Distributors, LLC, Equitable Financial Services, LLC and Equitable Holdings, Inc., respectively. |
2. | Name Changes: The follow Portfolio names have changed: |
Current Portfolio Name | New Portfolio Name | |
All Asset Growth – Alt 20 Portfolio | EQ/All Asset Growth Allocation Portfolio | |
AXA 2000 Managed Volatility Portfolio | EQ/2000 Managed Volatility Portfolio | |
AXA 400 Managed Volatility Portfolio | EQ/400 Managed Volatility Portfolio | |
AXA 500 Managed Volatility Portfolio | EQ/500 Managed Volatility Portfolio | |
AXA Aggressive Strategy Portfolio | EQ/Aggressive Growth Strategy Portfolio | |
AXA Balanced Strategy Portfolio | EQ/Balanced Strategy Portfolio | |
AXA Conservative Growth Strategy Portfolio | EQ/Conservative Growth Strategy Portfolio | |
AXA Conservative Strategy Portfolio | EQ/Conservative Strategy Portfolio | |
AXA Global Equity Managed Volatility Portfolio | EQ/Global Equity Managed Volatility Portfolio | |
AXA Growth Strategy Portfolio | EQ/Growth Strategy Portfolio | |
AXA International Core Managed Volatility Portfolio | EQ/International Core Managed Volatility Portfolio | |
AXA International Managed Volatility Portfolio | EQ/International Managed Volatility Portfolio | |
AXA International Value Managed Volatility Portfolio | EQ/International Value Managed Volatility Portfolio | |
AXA Large Cap Core Managed Volatility Portfolio | EQ/Large Cap Core Managed Volatility Portfolio | |
AXA Large Cap Growth Managed Volatility Portfolio | EQ/Large Cap Growth Managed Volatility Portfolio | |
AXA Large Cap Value Managed Volatility Portfolio | EQ/Large Cap Value Managed Volatility Portfolio | |
AXA Mid Cap Value Managed Volatility Portfolio | EQ/Mid Cap Value Managed Volatility Portfolio | |
AXA Moderate Growth Strategy Portfolio | EQ/Moderate Growth Strategy Portfolio | |
AXA Ultra Conservative Strategy Portfolio | EQ/Ultra Conservative Strategy Portfolio | |
AXA/AB Dynamic Growth Portfolio | EQ/AB Dynamic Growth Portfolio | |
AXA/AB Dynamic Moderate Growth Portfolio | EQ/AB Dynamic Moderate Growth Portfolio |
AXA/AB Short Duration Government Bond Portfolio | EQ/AB Short Duration Government Bond Portfolio | |
AXA/AB Small Cap Growth Portfolio | EQ/AB Small Cap Growth Portfolio | |
AXA/ClearBridge Large Cap Growth Portfolio | EQ/ClearBridge Large Cap Growth Portfolio | |
AXA/Franklin Balanced Managed Volatility Portfolio | EQ/Franklin Balanced Managed Volatility Portfolio | |
AXA/Franklin Small Cap Value Managed Volatility Portfolio | EQ/Franklin Small Cap Value Managed Volatility Portfolio | |
AXA/Goldman Sachs Strategic Allocation Portfolio | EQ/Goldman Sachs Moderate Growth Allocation | |
AXA/Invesco Strategic Allocation Portfolio | EQ/Invesco Moderate Allocation Portfolio | |
AXA/Janus Enterprise Portfolio | EQ/Janus Enterprise Portfolio | |
AXA/Legg Mason Strategic Allocation Portfolio | EQ/Legg Mason Moderate Allocation Portfolio | |
AXA/Loomis Sayles Growth Portfolio | EQ/Loomis Sayles Growth Portfolio | |
AXA/Morgan Stanley Small Cap Growth Portfolio | EQ/Morgan Stanley Small Cap Growth Portfolio | |
EQ/Capital Guardian Research Portfolio | EQ/Capital Group Research Portfolio | |
EQ/Oppenheimer Global Portfolio | EQ/Invesco Global Portfolio |
3. | Removed Portfolios. All references to the AXA/Franklin Templeton Allocation Managed Volatility Portfolio, AXA/Templeton Global Equity Managed Volatility Portfolio, AXA/UBS Growth and Income Portfolio, Multimanager Mid Cap Growth Portfolio and Multimanager Mid Cap Value Portfolio are removed. |
4. | Schedule B. Schedule B to the Agreement, setting forth the Portfolios of the Trust participating on behalf of which the Trust is entering into the Agreement, is hereby replaced in its entirety by Schedule B attached hereto. |
Except as modified and amended hereby, the Agreement is hereby ratified and confirmed in full force and effect in accordance with its terms.
IN WITNESS WHEREOF, the Parties have executed and delivered this Amendment No. 8 as of the date first above set forth.
EQ ADVISORS TRUST | MONY LIFE INSURANCE COMPANY, ON BEHALF OF ITS SEPARATE ACCOUNTS | |||||||||
By: | /s/ Kenneth Kozlowski | By: | /s/ Barry K. Brown | |||||||
Name: Kenneth Kozlowski | Name: Barry K. Brown | |||||||||
Title: Senior Vice President | Title VP, Operations | |||||||||
EQUITABLE DISTRIBUTORS, LLC | ||||||||||
By: | /s/ Nicholas Lane | |||||||||
Name: Nicholas Lane | ||||||||||
Title: Chairman, Chief Executive Officer and President |
SCHEDULE B
AMENDMENT NO. 8
PARTICIPATION AGREEMENT
1290 VT Convertible Securities Portfolio
1290 VT DoubleLine Dynamic Allocation Portfolio
1290 VT DoubleLine Opportunistic Bond Portfolio
1290 VT Energy Portfolio
1290 VT Equity Income Portfolio
1290 VT GAMCO Mergers and Acquisitions Portfolio
1290 VT GAMCO Small Company Value Portfolio
1290 VT High Yield Bond Portfolio
1290 VT Low Volatility Global Equity Portfolio
1290 VT Micro Cap Portfolio
1290 VT Natural Resources Portfolio
1290 VT Real Estate Portfolio
1290 VT Small Cap Value Portfolio
1290 VT SmartBeta Equity Portfolio
1290 VT Socially Responsible Portfolio
ATM International Managed Volatility Portfolio
ATM Large Cap Managed Volatility Portfolio
ATM Mid Cap Managed Volatility Portfolio
ATM Small Cap Managed Volatility Portfolio
EQ/2000 Managed Volatility Portfolio
EQ/400 Managed Volatility Portfolio
EQ/500 Managed Volatility Portfolio
EQ/AB Dynamic Growth Portfolio
EQ/AB Dynamic Moderate Growth Portfolio
EQ/AB Short Duration Government Bond Portfolio
EQ/AB Small Cap Growth Portfolio
EQ/Aggressive Growth Strategy Portfolio
EQ/All Asset Growth Allocation Portfolio
EQ/American Century Mid Cap Value Portfolio
EQ/Balanced Strategy Portfolio
EQ/BlackRock Basic Value Equity Portfolio
EQ/Capital Group Research Portfolio
EQ/ClearBridge Large Cap Growth Portfolio
EQ/ClearBridge Select Equity Managed Volatility Portfolio
EQ/Common Stock Index Portfolio
EQ/Conservative Growth Strategy Portfolio
EQ/Conservative Strategy Portfolio
EQ/Core Bond Index Portfolio
EQ/Emerging Markets Equity PLUS Portfolio
EQ/Equity 500 Index Portfolio
EQ/Franklin Balanced Managed Volatility Portfolio
EQ/Franklin Small Cap Value Managed Volatility Portfolio
EQ/Global Equity Managed Volatility Portfolio
EQ/Goldman Sachs Moderate Growth Allocation Portfolio
EQ/Growth Strategy Portfolio
EQ/Global Bond PLUS Portfolio
EQ/Intermediate Government Bond Portfolio
EQ/International Equity Index Portfolio
EQ/International Core Managed Volatility Portfolio
EQ/International Managed Volatility Portfolio
EQ/International Value Managed Volatility Portfolio
EQ/Invesco Comstock Portfolio
EQ/Invesco Moderate Allocation Portfolio
EQ/Invesco Global Portfolio
EQ/Janus Enterprise Portfolio
EQ/JPMorgan Value Opportunities Portfolio
EQ/Large Cap Core Managed Volatility Portfolio
EQ/Large Cap Growth Index Portfolio
EQ/Large Cap Growth Managed Volatility Portfolio
EQ/Large Cap Value Index Portfolio
EQ/Large Cap Value Managed Volatility Portfolio
EQ/Legg Moderate Allocation Portfolio
EQ/Loomis Sayles Growth Portfolio
EQ/MFS International Growth Portfolio
EQ/Mid Cap Index Portfolio
EQ/Mid Cap Value Managed Volatility Portfolio
EQ/Moderate Growth Strategy Portfolio
EQ/Morgan Stanley Small Cap Growth Portfolio
EQ/Money Market Portfolio
EQ/PIMCO Global Real Return Portfolio
EQ/PIMCO Ultra Short Bond Portfolio
EQ/Quality Bond PLUS Portfolio
EQ/Small Company Index Portfolio
EQ/T. Rowe Price Growth Stock Portfolio
EQ/Ultra Conservative Strategy Portfolio
Multimanager Aggressive Equity Portfolio
Multimanager Core Bond Portfolio
Multimanager Technology Portfolio