M&A - NATIONWIDE VARIABLE ACCOUNT 9

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011063

Filing Summary: On January 23, 2025, Nationwide Variable Insurance Trust issued a supplement to update its statutory prospectus. Key updates include the termination of Nationwide Asset Management, LLC and the appointment of Loomis, Sayles & Company, L.P. as subadviser to the NVIT Core Bond Fund, effective around January 27, 2025. Additionally, Columbia Management Investment Advisor, LLC is being terminated as subadviser to the NVIT Columbia Overseas Value Fund with Putnam Investment Management, LLC appointed in its place, effective around January 31, 2025. A significant highlight is the approval of the merger between the NVIT BNY Mellon Core Plus Bond Fund (Target Fund) and the NVIT Core Bond Fund (Acquiring Fund) scheduled for February 28, 2025. Post-merger, the Target Fund will cease accepting new transfers or purchase payments, and all its assets will transfer to the Acquiring Fund, which will assume all liabilities. Furthermore, NS Partners Ltd is being replaced by FIAM LLC as subadviser to the NVIT Emerging Markets Fund, effective around March 3, 2025, reflecting ongoing adjustments to subadvisory roles and fund management.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011104

Filing Summary: On January 23, 2025, Nationwide Variable Insurance Trust announced updates to its statutory prospectus due to a merger. The Board of Trustees approved the merger of the NVIT BNY Mellon Core Plus Bond Fund (the 'Target Fund') and the NVIT Core Bond Fund (the 'Acquiring Fund'). This merger is set to take effect on February 28, 2025. Following the merger, the Target Fund will cease accepting transfers or new purchase payments, and will transfer its assets to the Acquiring Fund in exchange for shares of the Acquiring Fund, which will assume all liabilities from the Target Fund. The updated prospectus reflects these changes and the termination of certain subadvisers, including the replacement of NS Partners Ltd with FIAM LLC for the NVIT Emerging Markets Fund, effective March 3, 2025. These amendments aim to provide accurate and current information regarding the investment options and subadvisers involved in these funds.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011109

Filing Summary: On January 23, 2025, an update was issued regarding changes to the statutory prospectus for the NEA Valuebuilder Select fund. The Board of Trustees for Nationwide Variable Insurance Trust approved the termination of Nationwide Asset Management, LLC as the subadviser for the NVIT Core Bond Fund and appointed Loomis, Sayles & Company, L.P. as the new subadviser, effective January 27, 2025. Additionally, the Board approved the merger of the NVIT BNY Mellon Core Plus Bond Fund into the NVIT Core Bond Fund, effective February 28, 2025. The Target Fund will cease to accept new transfers or purchase payments, with its assets transferred to the Acquiring Fund, which will assume all liabilities. Also noted was the termination of NS Partners Ltd as subadviser to the NVIT Emerging Markets Fund, with FIAM LLC stepping in as the new subadviser, effective March 3, 2025.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011134

Filing Summary: On January 23, 2025, a supplement to the statutory prospectus for BOA America's Future Annuity was filed, detailing several key changes. Notably, the Board of Trustees approved a merger between the NVIT BNY Mellon Core Plus Bond Fund (Target Fund) and the NVIT Core Bond Fund (Acquiring Fund), effective February 28, 2025. This decision means that the Target Fund will no longer accept transfers or new purchases; instead, it will transfer its assets to the Acquiring Fund, which will assume all liabilities of the Target Fund. Additionally, there were changes in subadvisory roles for various funds, including the termination of Nationwide Asset Management, LLC and Columbia Management Investment Advisor, LLC, with Loomis, Sayles & Company, L.P. and Putnam Investment Management, LLC being appointed as new advisers for respective funds. Furthermore, similar changes were made for the NVIT Emerging Markets Fund with a new subadviser appointed. Update details on investment options and subadvisers are also provided for clarity.