EX-8.3(I) 3 d162524dex83i.htm FOURTH AMENDMENT TO LETTER AGREEMENT DATED NOVEMBER 5, 1997 Fourth Amendment to Letter Agreement Dated November 5, 1997

Exhibit 8.3(i)

FOURTH AMENDMENT TO LETTER AGREEMENT

DATED NOVEMBER 5, 1997, AS AMENDED MAY 1, 1998, MAY 1, 2000, and AUGUST 1,

2002

AMONG

DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC. (FORMERLY, ZURICH

SCUDDER INVESTMENTS, INC., SCUDDER KEMPER INVESTMENTS, INC. AND

ZURICH KEMPER INVESTMENTS, INC.)

AND

ZURICH AMERICAN LIFE INSURANCE COMPANY (FORMERLY, KEMPER

INVESTORS LIFE INSURANCE COMPANY)

The parties hereto agree that, effective June 1, 2015, Schedule B to the Letter Agreement is hereby amended to restate item numbers 5 and 6. As such, item numbers 5 and 6 shall now read as follows:

“5. With respect to assets attributable to Scudder Destinations (VA) Contracts, the following annual basis point fees shall apply to the average monthly balance of such Class A shares held in Accounts at ZALICO:

 

Deutsche Large Cap Value VIP

     25bps   

Deutsche Small Mid Cap Growth VIP

     22bps   

Deutsche Small Mid Cap Value VIP

     18bps   

Deutsche Money Market VIP

     0bps   

Deutsche High Income VIP

     25bps   

Deutsche Global Income Builder VIP

     20bps   

Deutsche Government & Agency Securities VIP

     25bps   

Deutsche Unconstrained Income VIP

     25bps   

Deutsche Global Growth VIP

     25bps   

Deutsche Global Equity VIP

     25bps”   


Exhibit 8.3(i)

 

“6. With respect to assets attributable to Scudder Destinations Life Contracts, the following annual basis point fees shall apply to the average monthly balance of such Class A shares held in Accounts at ZALICO:

 

Deutsche Large Cap Value VIP

     25bps   

Deutsche Small Mid Cap Growth VIP

     22bps   

Deutsche Small Mid Cap Value VIP

     18bps   

Deutsche Money Market VIP

     0bps   

Deutsche High Income VIP

     25bps   

Deutsche Global Income Builder VIP

     20bps   

Deutsche Government & Agency Securities VIP

     25bps   

Deutsche Unconstrained Income VIP

     25bps   

Deutsche Global Growth VIP

     25bps   

Deutsche Global Equity VIP

     25bps”   

Except as previously and hereby amended, the Letter Agreement remains in full force and effect in accordance with its terms.

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Exhibit 8.3(i)

 

IN WITNESS WHEREOF, each of the parties has caused this Amendment to be executed in its name and on its behalf by its duly authorized representative as of August 28, 2015.

ZURICH AMERICAN LIFE INSURANCE COMPANY

 

By:  

/s/ Richard Grilli

Name:   Richard Grilli
Title:   COO & SVP

DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC.

 

By:  

/s/ L. Blanton Neill

Name:   L. Blanton Neill
Title:   Director
By:  

/s/ Paul Blodgett

Name:   Paul Blodgett
Title:   Director