M&A - Nationwide VL Separate Account-G

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011073

Filing Summary: On January 23, 2025, a supplement was filed to update the statutory prospectus related to various products including Nationwide Protector IVUL and Nationwide Accumulator IVUL. The document outlines the merger of the NVIT BNY Mellon Core Plus Bond Fund: Class I (the 'Target Fund') with the NVIT Core Bond Fund: Class I (the 'Acquiring Fund'). This merger, approved on October 23, 2024, will become effective on or about February 28, 2025, at which point the Target Fund will cease to be available for transfers or new purchase payments. The Target Fund will transfer its assets to the Acquiring Fund, which will also assume all liabilities of the Target Fund. The prospectus is amended to reflect these changes, including the renaming of the Acquiring Fund to 'NVIT Loomis Core Bond Fund' and updates to expense ratios and performance metrics for relevant funds.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011085

Filing Summary: This document serves as a supplement to the statutory prospectuses for various VUL (Variable Universal Life) products managed by Nationwide. Key updates include the approval of several changes by the Board of Trustees of Nationwide Variable Insurance Trust, notably the termination of existing investment subadvisers and the appointment of new ones for specific funds. Significant among these is the merger of the NVIT BNY Mellon Core Plus Bond Fund (the 'Target Fund') with the NVIT Core Bond Fund (the 'Acquiring Fund'), effective February 28, 2025. This merger will result in the Target Fund no longer being available for new investments, as it will transfer its assets to the Acquiring Fund, which will assume all liabilities of the Target Fund. Other updates include the appointment of Loomis, Sayles & Company, L.P. as a new subadviser for the NVIT Core Bond Fund, and Putnam Investment Management, LLC. for the NVIT Columbia Overseas Value Fund, with effective dates anticipated on January 27, 2025, and January 31, 2025, respectively. Additional changes also mark the conclusion of relationships with certain existing subadvisers.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011088

Filing Summary: This document serves as a supplement dated January 23, 2025, to the statutory prospectus of Nationwide Variable Insurance Trust. It reveals that, following a meeting on October 23, 2024, the Board of Trustees approved a merger involving the NVIT BNY Mellon Core Plus Bond Fund: Class I (the 'Target Fund') with the NVIT Core Bond Fund: Class I (the 'Acquiring Fund'). The merger is expected to be effective around February 28, 2025. As of the Effective Date, the Target Fund will not accept any new transfers or purchase payments, and it will transfer its assets to the Acquiring Fund, which will then assume all liabilities. Updates to the prospectus include amendments to Appendix A, reflecting the new Acquiring Fund name and investment details, including average annual total returns and current expenses. The Acquiring Fund will be renamed the 'NVIT Loomis Core Bond Fund'.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011110

Filing Summary: A supplement dated January 23, 2025, to various statutory prospectuses announces the merger between the NVIT BNY Mellon Core Plus Bond Fund: Class I (the 'Target Fund') and the NVIT Core Bond Fund: Class I (the 'Acquiring Fund'). The merger will become effective on or about February 28, 2025. Following the merger, the Target Fund will cease to accept transfers or new purchase payments, and it will transfer almost all of its assets to the Acquiring Fund, which will assume all liabilities of the Target Fund. Further amendments in the prospectus include updated details and expense information on the NVIT Loomis Core Bond Fund: Class I. All references to the Target Fund in the prospectus will be replaced with those of the Acquiring Fund.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011113

Filing Summary: This document serves as a supplement dated January 23, 2025, for several statutory prospectuses related to Nationwide Variable Insurance Trust. It highlights important updates approved by the Board of Trustees during meetings held on October 23 and December 11, 2024. Key updates include the termination of Nationwide Asset Management, LLC as the subadviser for the NVIT Core Bond Fund and the appointment of Loomis, Sayles & Company, L.P. effective January 27, 2025. Additionally, the document notes the termination of Columbia Management Investment Advisor, LLC as the subadviser for the NVIT Columbia Overseas Value Fund, with Putnam Investment Management, LLC set to take over effective January 31, 2025. A significant point of corporate action is the approved merger between the NVIT BNY Mellon Core Plus Bond Fund: Class I (Target Fund) and the NVIT Core Bond Fund: Class I (Acquiring Fund), which is scheduled for February 28, 2025. This merger will involve the Target Fund transferring its assets to the Acquiring Fund and the latter assuming all liabilities. Changes to the prospectus reflect these amendments, including updates to expenses and average annual total returns for the NVIT Loomis Core Bond Fund. Further changes pertain to the NVIT Emerging Markets Fund, which will see FIAM LLC replace NS Partners Ltd as the new subadviser effective March 3, 2025.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011125

Filing Summary: On January 23, 2025, Nationwide Variable Insurance Trust announced a merger involving the NVIT BNY Mellon Core Plus Bond Fund: Class Y (the Target Fund) and the NVIT Core Bond Fund: Class Y (the Acquiring Fund). The merger is scheduled to take effect on or about February 28, 2025. As a result of this merger, the Target Fund will no longer accept transfers or new purchase payments, and it will transfer substantially all of its assets to the Acquiring Fund in exchange for shares. Additionally, the Acquiring Fund will assume all liabilities of the Target Fund. Changes to the prospectus include the renaming of the Acquiring Fund to "NVIT Loomis Core Bond Fund" and updates to appendices related to investment options and fees. Furthermore, a subadvisory change is noted, with NS Partners Ltd being replaced by FIAM LLC for the NVIT Emerging Markets Fund, effective on or about March 3, 2025.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011126

Filing Summary: On January 23, 2025, Nationwide VL Separate Account-G filed a supplement to the statutory prospectus that includes updates from meetings of the Board of Trustees regarding several changes: 1. Termination of Nationwide Asset Management, LLC as subadviser to the NVIT Core Bond Fund, with Loomis, Sayles & Company, L.P. appointed as the new subadviser effective January 27, 2025. 2. Termination of Columbia Management Investment Advisor, LLC as the subadviser to NVIT Columbia Overseas Value Fund and appointment of Putnam Investment Management, LLC effective January 31, 2025. 3. Approval of the merger between NVIT BNY Mellon Core Plus Bond Fund (Target Fund) and NVIT Core Bond Fund (Acquiring Fund), effective February 28, 2025; the Target Fund will cease to accept transfers or new purchase payments, and all its assets will be transferred to the Acquiring Fund, which will assume the Target Fund's liabilities. 4. Termination of NS Partners Ltd as subadviser to NVIT Emerging Markets Fund, with FIAM LLC as the new subadviser effective March 3, 2025. All relevant references in the prospectus are amended accordingly to reflect these changes.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011130

Filing Summary: This document is a supplement dated January 23, 2025, to various statutory prospectuses related to Nationwide Variable Insurance Trust. The supplement details updates approved by the Board of Trustees at meetings held on October 23, 2024, and December 11, 2024. Key updates include the termination of subadvisers for several funds, including Nationwide Asset Management, LLC for the NVIT Core Bond Fund, resulting in the appointment of Loomis, Sayles & Company, L.P. as the new subadviser effective January 27, 2025. Similarly, Columbia Management Investment Advisor, LLC will be replaced by Putnam Investment Management, LLC as the subadviser for the NVIT Columbia Overseas Value Fund, effective January 31, 2025. Notably, there will be a merger between the NVIT BNY Mellon Core Plus Bond Fund and the NVIT Core Bond Fund, effective February 28, 2025. The Target Fund will cease to receive transfers and new purchases as it prepares to transfer its assets to the Acquiring Fund. References to the Target Fund will be amended in the prospectus. Furthermore, NS Partners Ltd will be removed as a subadviser to the NVIT Emerging Markets Fund, with FIAM LLC appointed as the new subadviser, effective March 3, 2025.

Form Type: 497VPI

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011160

Filing Summary: This document serves as a supplement to the initial summary prospectuses for several Nationwide Variable Insurance Trust products, specifically the Nationwide Protector IVUL, Nationwide Protector IVUL - Series H, Nationwide Accumulator IVUL, Nationwide Accumulator IVUL - Series H, and Nationwide Marathon VUL Ultra. The Board of Trustees approved the merger between the NVIT BNY Mellon Core Plus Bond Fund: Class I (the Target Fund) and the NVIT Core Bond Fund: Class I (the Acquiring Fund), which will be renamed as NVIT Loomis Core Bond Fund upon completion. The merger is set to take effect on or about February 28, 2025. Key changes include the Target Fund no longer accepting transfers or new purchase payments as of the Effective Date, transferring its assets to the Acquiring Fund in exchange for shares, and the Acquiring Fund assuming all liabilities of the Target Fund. The document also updates the prospectus’s appendix with details regarding the Acquiring Fund's expenses and performance metrics.

Form Type: 497VPI

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011164

Filing Summary: On January 23, 2025, a supplement was issued for several insurance products, detailing an upcoming merger between the NVIT BNY Mellon Core Plus Bond Fund: Class I (the Target Fund) and the NVIT Core Bond Fund: Class I (the Acquiring Fund). This merger, approved by the Board of Trustees on October 23, 2024, is set to become effective on or about February 28, 2025. Post-merger, the Target Fund will cease to accept new purchases or transfers, and all its assets will be exchanged for shares in the Acquiring Fund, which will assume the Target Fund's liabilities. The Acquiring Fund will be renamed the NVIT Loomis Core Bond Fund.

Form Type: 497VPI

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011165

Filing Summary: This document is a supplement dated January 23, 2025, to the initial summary prospectus of Nationwide Advisory VUL. It outlines the merger of the NVIT BNY Mellon Core Plus Bond Fund: Class Y, referred to as the "Target Fund," with the NVIT Core Bond Fund: Class Y, termed the "Acquiring Fund," which will be renamed the "NVIT Loomis Core Bond Fund" effective on or about January 27, 2025. The merger will take effect on or about February 28, 2025. Subsequently, the Target Fund will not accept transfers or new purchase payments, and it will transfer its assets to the Acquiring Fund in exchange for shares of the Acquiring Fund. Additionally, the Acquiring Fund will take on all liabilities of the Target Fund. Changes to the prospectus include the addition of updated expense information, specifically for the NVIT Loomis Core Bond Fund, as well as the removal of all references to the Target Fund. Furthermore, a decision was made by the Board to terminate NS Partners Ltd as the subadviser for the NVIT Emerging Markets Fund, replacing it with FIAM LLC, effective on or about March 3, 2025.

Form Type: 497VPI

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011166

Filing Summary: This document is a supplement dated January 23, 2025, which updates certain information contained in the initial summary prospectuses for various insurance products from Nationwide. It details a merger approved by the Board of Trustees of Nationwide Variable Insurance Trust on October 23, 2024, involving the NVIT BNY Mellon Core Plus Bond Fund (the Target Fund) merging with the NVIT Core Bond Fund (the Acquiring Fund). Effective on or about January 27, 2025, the Acquiring Fund will be renamed NVIT Loomis Core Bond Fund, with the merger taking effect on or about February 28, 2025. Post-merger, the Target Fund will cease to accept transfers or new purchase payments, will transfer its assets to the Acquiring Fund for shares, and the Acquiring Fund will assume all liabilities of the Target Fund. The prospectus amendments include changes to reflect these transitions, including the addition of the Acquiring Fund's investment advisor and performance metrics.

Form Type: 497VPI

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011167

Filing Summary: This supplement updates certain information contained in the initial summary prospectus for Nationwide Protector IVUL, Nationwide Protector IVUL - Series H, Nationwide Accumulator IVUL, Nationwide Accumulator IVUL - Series H, and Nationwide Marathon VUL Ultra. The Board of Trustees of Nationwide Variable Insurance Trust approved the merger of NVIT BNY Mellon Core Plus Bond Fund: Class I (the 'Target Fund') with NVIT Core Bond Fund: Class I (the 'Acquiring Fund'). The merger is effective on or about February 28, 2025, and the Acquiring Fund will be renamed the 'NVIT Loomis Core Bond Fund'. Subsequent to the merger, the Target Fund will not accept transfers or new purchase payments and will transfer all or substantially all of its assets to the Acquiring Fund, which will assume the Target Fund's liabilities. The prospectus is amended to reflect these changes, including updated expense ratios and performance returns for the Acquiring Fund.

Form Type: 497VPI

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011171

Filing Summary: The document is a supplement dated January 23, 2025, to the initial summary prospectuses for various Nationwide Variable Insurance Trust products. It provides updates regarding the merger between the NVIT BNY Mellon Core Plus Bond Fund: Class I (the 'Target Fund') and the NVIT Core Bond Fund: Class I (the 'Acquiring Fund'). This merger, approved by the Board of Trustees on October 23, 2024, is set to take effect on or about February 28, 2025. As a result of the merger, the Target Fund will cease to accept transfers or new purchases, with its assets transferring to the Acquiring Fund, which will take on all liabilities of the Target Fund. The document also notes changes to the prospectus, including updates on underlying mutual fund expenses and performance figures for the Acquiring Fund, which will be renamed the 'NVIT Loomis Core Bond Fund' effective January 27, 2025.