Sarah L. Bertrand

Acts as Open-End Investment Fund/Unit Trust

Founded in 1996, Transamerica Fund Services, Inc. operates under the Transamerica Affinity brand, a business unit of Transamerica Life Insurance Company and its affiliates. The company is based in Kansas City, MO. The company specializes in providing a comprehensive suite of group insurance and supplemental health insurance solutions tailored for employers, unions, affinity groups, military affiliates, and other organizations. Its offerings include accidental death and dismemberment insurance, supplemental retiree health insurance, guaranteed issue term life insurance, Medicare supplement and prescription drug plans, supplemental executive health and medical reimbursement plans, TRICARE supplement insurance, cancer indemnity, hospital indemnity, life insurance, and travel protection. Transamerica Affinity addresses the needs of an aging population and the demand for supplemental health coverage among retirees, assisting employers and unions in managing retiree health promises and liabilities while leveraging federal subsidies under healthcare reform. The company also provides supplemental executive health programs to attract and retain key employees, offering reimbursement for out-of-pocket medical expenses and access to clinical support.

Functions as a closed-end investment fund or Investment trust