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| 2003 |
Plan and Agreement of Distribution
Plan and Agreement of Distribution (5K)
Doc #108125: Click preview link for longer preview.
PLAN AND AGREEMENT OF DISTRIBUTION
This plan and agreement, dated as of January 9, 2003, is between AXP(R) Partners
Series, Inc., on behalf of its underlying series AXP(R) Partners Aggressive
Growth Fund, AXP(R) Partners Growth Fund and AXP(R) Partners U.S. Core Fund (the
"Funds"), and American Express Financial Advisors Inc. ("AEFA"), the principal
underwriter of the Funds, for distribution services to the Funds.
The plan and agreement has been approved by members of the Board of Directors
(the "Board") of the Funds who are not interested persons of the Funds and have
no direct or indirect financial interest in the operation of the plan or any
related agreement, and all of the members of the Board, in person, at a meeting
called for the purpose of voting on the plan and agreement.
The plan and agreement provides that:
1. The Funds will reimburse AEFA for expenses incurred in connection with
distributing the Fund's shares and providing personal service to
shareholders. These expenses include sales commissions; business, employee
and financial advisor expenses charged to distribution of Class A and Class
B shares; and overhead appropriately allocated to the sale of Class A and
Class B shares.
2. A portion of the fee under the agreement will be used to compensate AEFA,
financial advisors and other servicing agents for personal service to
shareholders. Fees paid will be used to help shareholders thoughtfully
consider their investment goals and objectively monitor how well the goals
are being achieved. AEFA represents that it will continue to provide the
same level of service as was provided under the previous shareholder
service agreement.
3. AEFA agrees to monitor the services it provides, to measure the level and
quality of services and to provide training and support to financial
advisors and servicing agents. AEFA will use its best efforts to assure
that other distributors provide comparable services to shareholders.
4. For Class A shares, the fee under this agreement will be equal on an annual
basis to 0.25% of the average daily net assets of the Funds attributable to
Class A shares. The amount so determined shall be paid to AEFA in cash
within five (5) business days after the last day of each month.
5. For Class B shares, the fee under this agreement will be equal on an annual
basis to 1.00% of the average daily net assets of the Funds attributable to
Class B shares. Of that amount, 0.75% shall be reimbursed for distribution
expenses. The additional 0.25% shall be paid to AEFA to compensate AEFA,
financial advisors and servicing agents for personal service to
shareholders and maintenance of shareholder accounts. The amount so
determined shall be paid to AEFA in cash within five (5) business days
after the last day of each month.
{PAGE}
6. For each purchase of Class B shares, the Class B shares will be converted
108125
| AXP Partners Series Inc
| |
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| 2003 |
Plan and Agreement of Distribution
Plan and Agreement of Distribution (5K)
Doc #108138: Click preview link for longer preview.
PLAN AND AGREEMENT OF DISTRIBUTION
This plan and agreement, dated as of January 9, 2003, is between AXP(R) Growth
Series, Inc., on behalf of its underlying series AXP(R) Quantitative Large Cap
Equity Fund (the "Fund"), and American Express Financial Advisors Inc. ("AEFA"),
the principal underwriter of the Fund, for distribution services to the Fund.
The plan and agreement has been approved by members of the Board of Directors
(the "Board") of the Fund who are not interested persons of the Fund and have no
direct or indirect financial interest in the operation of the plan or any
related agreement, and all of the members of the Board, in person, at a meeting
called for the purpose of voting on the plan and agreement.
The plan and agreement provides that:
1. The Fund will reimburse AEFA for expenses incurred in connection with
distributing the Fund's shares and providing personal service to
shareholders. These expenses include sales commissions; business, employee
and financial advisor expenses charged to distribution of Class A and Class
B shares; and overhead appropriately allocated to the sale of Class A and
Class B shares.
2. A portion of the fee under the agreement will be used to compensate AEFA,
financial advisors and other servicing agents for personal service to
shareholders. Fees paid will be used to help shareholders thoughtfully
consider their investment goals and objectively monitor how well the goals
are being achieved. AEFA represents that it will continue to provide the
same level of service as was provided under the previous shareholder
service agreement.
3. AEFA agrees to monitor the services it provides, to measure the level and
quality of services and to provide training and support to financial
advisors and servicing agents. AEFA will use its best efforts to assure
that other distributors provide comparable services to shareholders.
4. For Class A shares, the fee under this agreement will be equal on an annual
basis to 0.25% of the average daily net assets of the Fund attributable to
Class A shares. The amount so determined shall be paid to AEFA in cash
within five (5) business days after the last day of each month.
5. For Class B shares, the fee under this agreement will be equal on an annual
basis to 1.00% of the average daily net assets of the Fund attributable to
Class B shares. Of that amount, 0.75% shall be reimbursed for distribution
expenses. The additional 0.25% shall be paid to AEFA to compensate AEFA,
financial advisors and servicing agents for personal service to
shareholders and maintenance of shareholder accounts. The amount so
determined shall be paid to AEFA in cash within five (5) business days
after the last day of each month.
6. For each purchase of Class B shares, the Class B shares will be converted
to Class A shares
108138
| AXP Growth Series Inc.
| |
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| 2003 |
Plan and Agreement of Distribution
Plan and Agreement of Distribution (6K)
Doc #152585: Click preview link for longer preview.
PLAN AND AGREEMENT OF DISTRIBUTION
This Plan and Agreement of Distribution ("Plan") is between AXP(R) Variable
Portfolio - Partners Series, Inc., on behalf of its series of capital stock,
AXP(R) Variable Portfolio - Partners Select Value Fund, a registered management
investment company, (the "Fund"), and IDS Life Insurance Company ("IDS Life").
It is effective July 10, 2003.
The Plan provides that:
1. IDS Life will purchase the Fund's shares on behalf of its separate
accounts and the separate accounts of its affiliated life insurance
companies established for the purpose of funding variable life
insurance, annuity contracts or both (collectively referred to as
"Variable Contracts"). Additionally, IDS Life may offer the Fund's
shares to one or more unaffiliated life insurance companies
("Unaffiliated Life Companies") for purchase on behalf of certain of
their separate accounts established for the purpose of funding Variable
Contracts.
2. The Fund will reimburse IDS Life up to 0.125% of its daily net assets
for various costs paid and accrued in connection with the distribution
of the Fund's shares and for services provided to existing and
prospective Variable Contract owners. Payments under the Plan are based
on budgeted expenses and shall be made within five (5) business days
after the last day of each month. At the end of each calendar year, IDS
Life shall furnish a declaration setting out the actual expenses it has
paid and accrued. Any money that has been paid in excess of the amount
of these expenses shall be returned to the Fund.
3. IDS Life represents that the money paid by the Fund will benefit the
Variable Contract owners and not the separate accounts that legally own
the shares and be for the following:
152585
| AXP(R) Variable Portfolio - Partners Select Value Fund;
IDS Life Insurance Company;
| Axp Variable Portfolio Partners Series Inc
|
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| 2003 |
Plan and Agreement of Distribution
Plan and Agreement of Distribution (6K)
Doc #152586: Click preview link for longer preview.
PLAN AND AGREEMENT OF DISTRIBUTION
This Plan and Agreement of Distribution ("Plan") is between AXP(R) Variable
Portfolio - Income Series, Inc., on behalf of its series of capital stock,
AXP(R) Variable Portfolio - Core Bond Fund, a registered management investment
company, (the "Fund"), and IDS Life Insurance Company ("IDS Life"). It is
effective July 10, 2003.
The Plan provides that:
1. IDS Life will purchase the Fund's shares on behalf of its separate
accounts and the separate accounts of its affiliated life insurance
companies established for the purpose of funding variable life
insurance, annuity contracts or both (collectively referred to as
"Variable Contracts"). Additionally, IDS Life may offer the Fund's
shares to one or more unaffiliated life insurance companies
("Unaffiliated Life Companies") for purchase on behalf of certain of
their separate accounts established for the purpose of funding Variable
Contracts.
2. The Fund will reimburse IDS Life up to 0.125% of its daily net assets
for various costs paid and accrued in connection with the distribution
of the Fund's shares and for services provided to existing and
prospective Variable Contract owners. Payments under the Plan are based
on budgeted expenses and shall be made within five (5) business days
after the last day of each month. At the end of each calendar year, IDS
Life shall furnish a declaration setting out the actual expenses it has
paid and accrued. Any money that has been paid in excess of the amount
of these expenses shall be returned to the Fund.
3. IDS Life represents that the money paid by the Fund will benefit the
Variable Contract owners and not the separate accounts that legally own
the shares and be for the following:
152586
| AXP(R) Variable Portfolio - Core Bond Fund;
IDS Life Insurance Company;
| Axp Variable Portfolio Income Series Inc
|
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| 2003 |
Plan and Agreement of Distribution
Plan and Agreement of Distribution (6K)
Doc #152587: Click preview link for longer preview.
PLAN AND AGREEMENT OF DISTRIBUTION
This Plan and Agreement of Distribution ("Plan") is between AXP(R) Variable
Portfolio - Investment Series, Inc., on behalf of its series of capital stock,
AXP(R) Variable Portfolio - Large Cap Value Fund, a registered management
investment company, (the "Fund"), and IDS Life Insurance Company ("IDS Life").
It is effective September 10, 2003.
The Plan provides that:
1. IDS Life will purchase the Fund's shares on behalf of its separate
accounts and the separate accounts of its affiliated life insurance
companies established for the purpose of funding variable life
insurance, annuity contracts or both (collectively referred to as
"Variable Contracts"). Additionally, IDS Life may offer the Fund's
shares to one or more unaffiliated life insurance companies
("Unaffiliated Life Companies") for purchase on behalf of certain of
their separate accounts established for the purpose of funding Variable
Contracts.
2. The Fund will reimburse IDS Life up to 0.125% of its daily net assets
for various costs paid and accrued in connection with the distribution
of the Fund's shares and for services provided to existing and
prospective Variable Contract owners. Payments under the Plan are based
on budgeted expenses and shall be made within five (5) business days
after the last day of each month. At the end of each calendar year, IDS
Life shall furnish a declaration setting out the actual expenses it has
paid and accrued. Any money that has been paid in excess of the amount
of these expenses shall be returned to the Fund.
152587
| AXP(R) Variable Portfolio - Large Cap Value Fund;
IDS Life Insurance Company;
| Axp Variable Portfolio Investment Series Inc
|
| Full Doc
| 2003 |
Plan and Agreement of Distribution
Plan and Agreement of Distribution (5K)
Doc #2287867: This document is immediately available for purchase, but does not have a preview available for viewing.
2287867
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| 2003 |
Plan and Agreement of Distribution
Plan and Agreement of Distribution (5K)
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2287885
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