EX-99.H OTH MAT CONT 30 exh7v_cvsttaamend09162013.htm EX 99.28 (H): AMENDMENT TO TRANSFER AGENCY AGREEMENT CVST AND JNAM, LLC Unassociated Document


Amendment to the
Transfer Agency Agreement between
Curian Variable Series Trust and
Jackson National Asset Management, LLC
 

 
This Amendment is made by and between Curian Variable Series Trust, a Massachusetts business trust (“Trust”), and Jackson National Asset Management, LLC, a Michigan limited liability corporation (“JNAM”).

Whereas, the Trust and JNAM entered into a Transfer Agency Agreement dated November 29, 2011, as amended (“Agreement”).

Whereas, under the terms of the Agreement, JNAM renders certain transfer agency and other services to units of beneficial interest in separate funds of the Trust (“Funds”) and the owners of record thereof.

Whereas, the parties have agreed to amend Exhibit A of the Agreement to add the following new Funds (“New Funds”) and to amend the name of the following Fund (“Fund Name Change”):
 
 
New Funds (effective September 16, 2013)
 
1)
Curian/American Funds® Global Growth Fund ;
 
2)
Curian/DoubleLine Total Return Fund;
 
3)
Curian Focused International Equity Fund;
 
4)
Curian Focused U.S. Equity Fund; and
 
5)
Curian/T. Rowe Price Capital Appreciation Fund.
     
 
Fund Name Change (effective September 16, 2013)
 
1)
From: Curian/UBS Global Long Short Income Opportunities Fund
   
To: Curian/UBS Global Long Short Fixed Income Opportunities Fund.
 
Now, Therefore, the parties hereto agree to amend the Agreement as follows:
 
 
1.
Exhibit A to the Agreement is hereby deleted and replaced in its entirety with Exhibit A attached hereto.
     
 
2.
Except as specifically amended hereby, the Agreement shall remain in full force and effect in accordance with its terms.
 
In Witness Whereof, the parties have caused this Amendment to be executed as of June 20, 2013, effective as of September 16, 2013.  This Amendment may be executed in two or more counterparts, which together shall constitute one document.

Attest:
  Curian Variable Series Trust
       
/s/ Kallie L. Thomas
  By:
/s/ Diana R. Gonzalez
Kallie L. Thomas
  Name: 
Diana R. Gonzalez
    Title:
Assistant Vice President

Attest:
  Jackson National Asset Management, LLC
       
/s/ Liza Hill
  By:
/s/ Mark D. Nerud
Liza Hill
  Name: 
Mark D. Nerud
    Title:
President and CEO
 
 
 

 
 
Exhibit A
List of Funds as of September 16, 2013

 
Curian Guidance – Interest Rate Opportunities Fund
 
Curian Guidance – Multi-Strategy Income Fund
 
Curian Guidance – Equity Income Fund
 
Curian Guidance – Conservative Fund
 
Curian Guidance – Moderate Fund
 
Curian Guidance – Growth Fund
 
Curian Guidance – Moderate Growth Fund
 
Curian Guidance – Maximum Growth Fund
 
Curian Guidance – Tactical Moderate Growth Fund
 
Curian Guidance – Tactical Maximum Growth Fund
 
Curian Guidance – Institutional Alt 65 Fund
 
Curian Guidance – Institutional Alt 100 Conservative Fund
 
Curian Guidance – Institutional Alt 100 Moderate Fund
 
Curian Guidance – Institutional Alt 100 Growth Fund
 
Curian Guidance – International Opportunities Conservative Fund
 
Curian Guidance – International Opportunities Moderate Fund
 
Curian Guidance – International Opportunities Growth Fund
 
Curian Guidance – Equity 100 Fund
 
Curian Guidance – Fixed Income 100 Fund
 
Curian Guidance – Real Assets Fund
 
Curian Tactical Advantage 35 Fund
 
Curian Tactical Advantage 60 Fund
 
Curian Tactical Advantage 75 Fund
 
Curian Dynamic Risk Advantage – Diversified Fund
 
Curian Dynamic Risk Advantage – Growth Fund
 
Curian Dynamic Risk Advantage – Income Fund
 
Curian/Aberdeen Latin America Fund
 
Curian/American Funds® Global Growth Fund
 
Curian/American Funds® Growth Fund
 
Curian/AQR Risk Parity Fund
 
Curian/Ashmore Emerging Market Small Cap Equity Fund
 
Curian/Baring International Fixed Income Fund
 
Curian/BlackRock Global Long Short Credit Fund
 
Curian/DFA U.S. Micro Cap Fund
 
Curian/DoubleLine Total Return Fund
 
Curian/Eaton Vance Global Macro Absolute Return Advantage Fund
 
Curian/Epoch Global Shareholder Yield Fund
 
Curian/FAMCO Flex Core Covered Call Fund
 
Curian Focused International Equity Fund
 
Curian Focused U.S. Equity Fund
 
Curian/Franklin Templeton Frontier Markets Fund
 
Curian/Franklin Templeton Natural Resources Fund
 
Curian/Lazard International Strategic Equity Fund
 
Curian Long Short Credit Fund
 
Curian/Neuberger Berman Currency Fund
 
Curian/Nicholas Convertible Arbitrage Fund
 
Curian/PIMCO Credit Income Fund
 
Curian/PineBridge Merger Arbitrage Fund
 
Curian/Schroder Emerging Europe Fund
 
Curian/The Boston Company Equity Income Fund
 
Curian/The Boston Company Multi-Alpha Market Neutral Equity Fund
 
 

 
A-1

 
 
 
Curian/T. Rowe Price Capital Appreciation Fund
 
Curian/UBS Global Long Short Fixed Income Opportunities Fund
 
Curian/Urdang International REIT Fund
 
Curian/Van Eck International Gold Fund
 

 
A-2