EX-99.(H)(5)(IV) 14 tm2129547d1_ex99-h5iv.htm EXHIBIT 99.(H)(5)(IV)

Exhibit 99.(h)(5)(iv)

 

AMENDMENT TO SERVICE AGREEMENT

 

This Amendment to the Service Agreement (this “Amendment”) is entered into as of the 1st day of July, 2021 and effective as of the 29th day of October, 2021, amending that certain Service Agreement effective January 1, 2008, as such may have been amended and modified in writing (the “Agreement”) by and among State Street Bank and Trust Company (the “Service Provider”), Pacific Life Fund Advisors LLC (the “Adviser”), Pacific Life Insurance Company (the “Administrator”) and Pacific Select Fund (the “Fund”, and together with the Adviser, the Administrator and the Services Provider, the “Parties”, and each a “Party”).

 

WHEREAS, the Parties wish to amend the Agreement as set forth below.

 

NOW, THEREFORE, in further consideration of the premises and mutual covenants contained herein and other good and valuable consideration, the receipt and adequacy of which are hereby acknowledged, the Parties hereto agree as follows:

 

1. Amendment to Schedule A in the Agreement. The Parties hereby delete Schedule A of the Agreement in its entirety and replace it with Schedule A attached hereto, effective as of the date hereof, which may be supplemented or modified by the Parties from time to time in writing, which upon execution and delivery shall form a part of the Agreement.

 

2. Governing Law. This Amendment shall be governed by and construed in accordance with the laws of the State of New York, without giving effect to the conflict of laws provisions thereof.

 

3. One Agreement. Except as amended herein, no other terms or provisions of the Agreement are amended or modified by this Amendment. Upon the execution of this Amendment, this Amendment and the Agreement shall form one agreement.

 

4. Counterparts. This Amendment may be executed in several counterparts, each of which shall be deemed to be an original, and all such counterparts taken together shall constitute one and the same Amendment. Counterparts may be executed in either original or electronically transmitted form (e.g., faxes or emailed portable document format (PDF) form), and the Parties hereby adopt as original any signatures received via electronically transmitted form.

 

5. Defined Terms. Terms used but not defined herein shall have meaning ascribed to them in the Agreement.

 

[Remainder of Page Intentionally Left Blank]

 

 

 

 

IN WITNESS WHEREOF, this Amendment has been executed for and on behalf of the undersigned as of the day and year first written above.

 

  State Street Bank and Trust Company
   
     
  By: /s/ Michael A. Foutes
  Name: Michael A. Foutes
  Title: Managing Director
   
  Pacific Life Insurance Company
   
   
  By: /s/ Howard T. Hirakawa
         Name: Howard T. Hirakawa
         Title: Senior Vice President
   
  Pacific Life Fund Advisors LLC
   
   
  By: /s/ Howard T. Hirakawa
         Name: Howard T. Hirakawa
         Title: Senior Vice President
   
  Pacific Select Fund
   
   
  By: /s/ Howard T. Hirakawa
         Name: Howard T. Hirakawa
         Title: Senior Vice President

 

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SCHEDULE A

TO SERVICE AGREEMENT

 

LIST OF PORTFOLIOS COMPRISING PACIFIC SELECT FUND

Effective as of October 29th, 2021

 

U.S. Fixed Income Portfolios

CORE INCOME PORTFOLIO
DIVERSIFIED BOND PORTFOLIO
FLOATING RATE INCOME PORTFOLIO
HIGH YIELD BOND PORTFOLIO
INFLATION MANAGED PORTFOLIO
INTERMEDIATE BOND PORTFOLIO
MANAGED BOND PORTFOLIO
SHORT DURATION BOND PORTFOLIO

 

U.S. Equity Portfolios

DIVIDEND GROWTH PORTFOLIO
EQUITY INDEX PORTFOLIO
FOCUSED GROWTH PORTFOLIO
GROWTH PORTFOLIO
HEDGED EQUITY PORTFOLIO
LARGE CAP GROWTH PORTFOLIO
LARGE CAP VALUE PORTFOLIO
MAIN STREET CORE PORTFOLIO
MID CAP EQUITY PORTFOLIO
MID CAP GROWTH PORTFOLIO
MID CAP VALUE PORTFOLIO
SMALL CAP EQUITY PORTFOLIO
SMALL CAP GROWTH PORTFOLIO
SMALL CAP INDEX PORTFOLIO
SMALL CAP VALUE PORTFOLIO
VALUE ADVANTAGE PORTFOLIO
VALUE PORTFOLIO (formerly named Comstock Portfolio)

 

Sector Portfolios 

HEALTH SCIENCES PORTFOLIO
REAL ESTATE PORTFOLIO
TECHNOLOGY PORTFOLIO

 

Pacific Dynamix Underlying Portfolios 

PD 1-3 YEAR CORPORATE BOND PORTFOLIO
PD AGGREGATE BOND INDEX PORTFOLIO
PD EMERGING MARKETS INDEX PORTFOLIO (formerly named PD Emerging Markets Portfolio)

 

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PD HIGH YIELD BOND MARKET PORTFOLIO
PD INTERNATIONAL LARGE CAP INDEX PORTFOLIO (formerly named PD International Large Cap Portfolio)
PD LARGE CAP GROWTH INDEX PORTFOLIO
PD LARGE CAP VALUE INDEX PORTFOLIO
PD MID-CAP INDEX PORTFOLIO
PD SMALL CAP GROWTH INDEX PORTFOLIO
PD SMALL CAP VALUE INDEX PORTFOLIO

 

Non U.S. Fixed Income Portfolios 

  EMERGING MARKETS DEBT PORTFOLIO

 

Non U.S. Equity Portfolios 

EMERGING MARKETS PORTFOLIO
INTERNATIONAL GROWTH PORTFOLIO
INTERNATIONAL LARGE-CAP PORTFOLIO
INTERNATIONAL SMALL CAP PORTFOLIO
INTERNATIONAL VALUE PORTFOLIO

 

Asset Allocation/Balanced Portfolios 

ESG DIVERSIFIED PORTFOLIO
ESG DIVERSIFIED GROWTH PORTFOLIO
PACIFIC DYNAMIX – CONSERVATIVE GROWTH PORTFOLIO
PACIFIC DYNAMIX – MODERATE GROWTH PORTFOLIO
PACIFIC DYNAMIX – GROWTH PORTFOLIO
PORTFOLIO OPTIMIZATION CONSERVATIVE PORTFOLIO
PORTFOLIO OPTIMIZATION MODERATE CONSERVATIVE PORTFOLIO
PORTFOLIO OPTIMIZATION MODERATE PORTFOLIO
PORTFOLIO OPTIMIZATION GROWTH PORTFOLIO
PORTFOLIO OPTIMIZATION AGGRESSIVE GROWTH PORTFOLIO
PSF DFA BALANCED ALLOCATION PORTFOLIO

 

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