References to Subadviser. Subadviser hereby grants to Investment Manager during the term of this Agreement, the right and license to use Subadviser’s name and registered and unregistered trademarks, service marks and logos (collectively, “AQR Marks”) on Investment Manager’s web site(s) and in other materials solely for the purposes of accurately disclosing and promoting the appointment of Subadviser hereunder. In accordance with the exercise of the license rights granted in the preceding sentence, Investment Manager agrees to furnish to Subadviser at its principal office all prospectuses, SAI’s, proxy statements, reports to shareholders, sales literature, or other material prepared for distribution to sales personnel, shareholders of the Fund or the public, that refer to Subadviser prior to the use thereof, and not to use such material if Subadviser reasonably objects in writing five (5) business days (or such other time as may be mutually agreed upon) after receipt thereof. Such materials may be furnished to Subadviser hereunder by first-class or overnight mail, electronic or facsimile transmission, or hand delivery. The Investment Manager recognizes that from time to time directors, officers and employees of the Subadviser may serve as directors, trustees, partners, officers and employees of other funds (including other investment companies), corporations, business trusts, partnerships or other entities and that such other entities may include the name “AQR” or any derivative or abbreviation thereof as part of their name, and that the Subadviser or its affiliates may enter into investment advisory, administration or other agreements with other entities and the other entities may include the name “AQR” or any derivative or abbreviation thereof as part of their names. Upon termination of this Agreement for any reason, the Investment Manager shall within 60 days (i) cease and cause the Fund to cease all use of Subadviser’s name and AQR Marks, and (ii) take all necessary action to cause the Fund’s Prospectus, SAI, marketing materials and any other relevant documentation to be amended to accomplish a change of name and to reflect that the Subadviser no longer serves as subadviser to the Fund.
Appears in 1 contract
Samples: Subadvisory Agreement (Columbia Funds Series Trust I)
References to Subadviser. (a) Subadviser hereby grants to Investment authorizes Manager during the term of this Agreement, the right and license to use of Subadviser’s 's name and registered and unregistered trademarks, service marks and logos (collectively, “AQR Marks”) on Investment Manager’s the web site(s) of the Manager, the Funds, or the Funds’ distributor and in other materials solely for the purposes of accurately disclosing and promoting the appointment of relationship between the parties as described herein and/or for promoting the Funds. Subadviser hereunder. In accordance with hereby consents to the exercise use of the license rights granted name “DFA” in the preceding sentencename of the Funds and use of Subadviser’s name in the Funds’ disclosure documents, Investment and to the extent required, necessary or advisable, in shareholder communications; provided however Subadviser may withdraw authorization for the use of its name with respect to a Fund upon 30 days’ written notice to Manager if Subadviser is no longer the sole sub-advisor to the Fund. Upon termination of this Agreement or withdrawal of any such approval, the Manager and the Funds shall immediately forthwith cease to use the name or any trade name, trademark, trade device, service xxxx, or symbol, or any abbreviation, contraction, or simulation thereof, of any other party except to the extent that continued use is required by applicable laws, rules, and regulations.
(b) During the term of this Agreement, Manager agrees to furnish to Subadviser at its principal office all prospectuses, SAI’s, proxy statements, reports to shareholders, sales literature, or other material prepared for distribution to sales personnel, shareholders of the Fund Funds or the public, that which refer to Subadviser or its clients in any way, prior to the use thereof, thereof and not to use such material if Subadviser reasonably objects in writing five (5) business days (or such other time as may be mutually agreed upon) after receipt thereof. Such materials Sales literature may be furnished to Subadviser hereunder by first-class or overnight mail, electronic or facsimile transmission, or hand delivery. The Investment Manager recognizes Subadviser's right to object to such materials is limited to the portions of such materials that from time expressly relate to time directorsSubadviser, officers and employees of the Subadviser may serve as directors, trustees, partners, officers and employees of other funds (including other investment companies), corporations, business trusts, partnerships or other entities and that such other entities may include the name “AQR” or any derivative or abbreviation thereof as part of their nameits services, and that the its clients. Any reference to Subadviser or description of Subadviser or its affiliates may enter into investment advisory, administration or other agreements services in such literature shall be consistent with other entities and the other entities may include information contained in the name “AQR” or any derivative or abbreviation thereof as part of their names. Upon termination of this Agreement for any reason, the Investment Manager shall within 60 days (i) cease and cause the Fund to cease all use of Subadviser’s name and AQR Marks, and (ii) take all necessary action to cause the Fund’s Prospectus, SAI, marketing materials and any other relevant documentation to be amended to accomplish a change of name and to reflect that the Subadviser no longer serves as subadviser to the FundRegistration Statement.
Appears in 1 contract
Samples: Subadvisory Agreement (Allianz Variable Insurance Products Trust)
References to Subadviser. (a) The names “Federated, “Federated Global” and “Federated Clover” are the property of Subadviser hereby grants (or its affiliates) for copyright and other purposes. Subadviser agrees that, for so long as Subadviser is the sole subadviser of any Fund, the name “Federated Clover” may be used in the name of such Fund and that such use of the name “Federated Clover” may include use of the name in prospectuses, reports, and sales materials. Manager agrees to Investment Manager during comply with any reasonable guidelines concerning the use of the names “Federated”, “Federated Global” and “Federated Clover” as Subadviser may from time to time provide in writing to Manager.
(b) During the term of this Agreement, the right and license to use Subadviser’s name and registered and unregistered trademarks, service marks and logos (collectively, “AQR Marks”) on Investment Manager’s web site(s) and in other materials solely for the purposes of accurately disclosing and promoting the appointment of Subadviser hereunder. In accordance with the exercise of the license rights granted in the preceding sentence, Investment Manager agrees to furnish to Subadviser at its principal office all prospectuses, SAI’s, proxy statements, reports to shareholders, sales literature, or other material prepared for distribution to sales personnel, shareholders of the Fund Funds or the public, that which refer to Subadviser Subadviser, its affiliates or Subadviser’s clients in any way, prior to the use thereof, thereof and not to use such material if Subadviser reasonably objects in writing five (5) seven business days (or such other time as may be mutually agreed upon) after receipt thereof. Such materials Sales literature may be furnished to Subadviser hereunder by first-class or overnight mail, electronic or facsimile transmission, or hand delivery. The Investment Manager recognizes Subadviser's right to object to such materials is limited to the portions of such materials that from time expressly relate to time directorsSubadviser, officers and employees of the Subadviser may serve as directorsits affiliates, trustees, partners, officers and employees of other funds (including other investment companies), corporations, business trusts, partnerships or other entities and that such other entities may include the name “AQR” or any derivative or abbreviation thereof as part of their nameSubadviser’s services, and that the Subadviser’s clients. Any reference to Subadviser or its affiliates may enter into investment advisory, administration or other agreements description of Subadviser or its services in such literature shall be consistent with other entities and the other entities may include information contained in the name “AQR” or any derivative or abbreviation thereof as part of their names. Upon termination of this Agreement for any reason, the Investment Manager shall within 60 days (i) cease and cause the Fund to cease all use of Subadviser’s name and AQR Marks, and (ii) take all necessary action to cause the Fund’s Prospectus, SAI, marketing materials and any other relevant documentation to be amended to accomplish a change of name and to reflect that the Subadviser no longer serves as subadviser to the FundRegistration Statement.
Appears in 1 contract
Samples: Subadvisory Agreement (Allianz Variable Insurance Products Trust)
References to Subadviser. Section 11 to the Agreement shall be, and hereby is, deleted and replaced with the following: Subadviser hereby grants to Investment Manager during the term of this Agreement, the right a limited, non-exclusive and revocable license to use Subadviser’s name and registered and unregistered trademarks, trade name, service marks and logos (collectively, “AQR Marks”) on Investment Manager’s web site(s) and in other materials solely for the purposes of accurately disclosing and promoting the appointment relationship between the parties as described herein. Such license is revocable during the term of the Agreement upon 6 months’ notice to the Investment Manager. The parties acknowledge that the Subadviser’s name and registered and unregistered trademarks, trade name, service marks and logos are the valuable property of the Subadviser hereunderand its affiliates. In accordance with the exercise of the license rights granted in the preceding sentencethis paragraph, Investment Manager agrees to furnish to Subadviser at its principal office all prospectuses, SAI’s, proxy statements, reports to shareholders, sales literature, or other material prepared for distribution to sales personnel, shareholders of the Fund or the public, that refer to Subadviser prior to the use thereof, and not to use such material if Subadviser reasonably objects in writing five (5) business days (or such other time as may be mutually agreed upon) after receipt thereof. Such materials may be furnished to Subadviser hereunder by first-class or overnight mail, electronic or facsimile transmission, or hand delivery. The Investment Manager recognizes In the event that from time to time directors, officers and employees of the Subadviser may serve as directors, trustees, partners, officers and employees of other funds (including other investment companies), corporations, business trusts, partnerships or other entities and that such other entities may include the name “AQR” or any derivative or abbreviation thereof as part of their name, and that the Subadviser or its affiliates may enter into investment advisory, administration or other agreements with other entities and the other entities may include the name “AQR” or any derivative or abbreviation thereof as part of their names. Upon termination of this Agreement shall be terminated with respect to a Fund for any reason, and in the event a new or successor Agreement with the Subadviser is not concluded, Investment Manager shall within 60 days understands that it must immediately take steps necessary to delete and cease using the terms “MFS” and “Blended Research” (ias applicable) from a Fund’s name and any other reference in all materials (including Investment Manager’s website) and cease any and cause the Fund to cease all use of Subadviser’s name the terms “MFS” and AQR Marks“Blended Research”, and (ii) take all necessary action to cause the Fund’s Prospectus, SAI, marketing materials and any other relevant documentation to be amended to accomplish a change of name and to reflect that the Subadviser no longer serves as subadviser to the Fundapplicable.
Appears in 1 contract
Samples: Subadvisory Agreement (Columbia Funds Variable Series Trust II)
References to Subadviser. Subadviser hereby grants to Investment Manager during the term of this Agreement, the right and license to use Subadviser’s name and registered and unregistered trademarks, service marks and logos (collectively, “AQR Marks”) on Investment Manager’s web site(s) and in other materials solely for the purposes of accurately disclosing and promoting the appointment of Subadviser hereunderrelationship between the parties as described herein. In accordance with the exercise of the license rights granted in the preceding sentence, Investment Manager agrees to furnish to Subadviser at its principal office all prospectuses, SAI’sSAIs, proxy statements, reports to shareholders, sales literature, or other material prepared for distribution to sales personnel, shareholders of the Fund or the public, that refer to Subadviser prior to the use thereof, and not to use such material if Subadviser reasonably objects in writing five (5) business days (or such other time as may be mutually agreed upon) after receipt thereof. Such materials may be furnished to Subadviser hereunder by first-class or overnight mail, electronic or facsimile transmission, or hand delivery. The Investment Manager recognizes that from time Any reference to time directors, officers and employees of the Subadviser may serve as directors, trustees, partners, officers and employees of other funds (including other investment companies), corporations, business trusts, partnerships or other entities and that such other entities may include the name “AQR” or any derivative or abbreviation thereof as part of their name, and that the Subadviser or description of Subadviser or its affiliates may enter into investment advisory, administration or other agreements services in such literature shall be consistent with other entities and the other entities may include information contained in the name “AQR” or any derivative or abbreviation thereof as part of their namesFund’s then current registration statement filed with the SEC. Upon termination of In the event that this Agreement shall be terminated for any reason, and in the event a new or successor Agreement with Subadviser is not concluded, Investment Manager shall within 60 days understands that it must immediately take all steps necessary to delete the name “Xxxxx Xxxxx” from the Fund’s name and any other reference in all materials (iincluding Investment Manager’s website) and cease any and cause the Fund to cease all use of Subadviser’s the name and AQR Marks, and (ii) take all necessary action to cause the Fund’s Prospectus, SAI, marketing materials and any other relevant documentation to be amended to accomplish a change of name and to reflect that the Subadviser no longer serves as subadviser to the Fund“Xxxxx Xxxxx.”
Appears in 1 contract
Samples: Subadvisory Agreement (Columbia Funds Variable Series Trust II)
References to Subadviser. Subadviser hereby grants to Investment Manager during the term of this Agreement, the non-exclusive and non-transferable right and license to (i) use Subadviser’s name and registered and unregistered trademarks, service marks and logos (collectively, names “AQR MarksCapital Management, LLC” and “AQR” (together, the “Subadviser Name”) on Investment Manager’s web site(s) and in other materials solely for the purposes of accurately disclosing and promoting the appointment of Subadviser hereunder, and (ii) include the term “AQR” in the legal name of the CTIVPSM – AQR International Core Equity Fund (together the “License Rights”). In accordance with the exercise of the license rights granted in the preceding sentenceLicense Rights, Investment Manager agrees to furnish to Subadviser at its principal office all prospectuses, SAI’sSAIs, proxy statements, reports to shareholders, sales literature, or other material prepared for distribution to sales personnel, shareholders of the Fund or the public, that refer to Subadviser involve use of the License Rights prior to the use thereof, and not to use such material if Subadviser reasonably objects in writing five (5) business days (or such other time as may be mutually agreed upon) after receipt thereof. Such materials may be furnished to Subadviser hereunder by first-class or overnight mail, electronic or facsimile transmission, or hand delivery. Investment Manager shall ensure that its exercise of the License Rights does not result in any use of the Subadviser Name in a misleading manner and Investment Manager is responsible for ensuring that its use of the Subadviser Name complies with all applicable laws and regulations. There are no implied licenses under this Agreement and any and all rights not explicitly granted herein are reserved by Subadviser. All rights, title and interest, including intellectual property rights in and to the Subadviser Name and Subadviser’s logos and marks, will remain vested in Subadviser. Investment Manager may not do any of the following without Subadviser’s prior written consent and so Investment Manager covenants and agrees not to: (i) use the Subadviser Name except in accordance with the specific rights granted in this Agreement; (ii) sublicense, resell, rent, lease, pledge, share, transfer, assign, use, reproduce, copy, disclose or redistribute the Subadviser Name to any other party (including any affiliate) or in any other manner except as authorized in this Agreement; or (iii) use Subadviser’s logos or marks in any manner whatsoever. The Investment Manager recognizes that from time to time directors, officers and employees of the Subadviser may serve as directors, trustees, partners, officers and employees of other funds (including other investment companies), corporations, business trusts, partnerships or other entities and that such other entities may include the name “AQR” or any derivative or abbreviation thereof Subadviser Name as part of their name, and that the Subadviser or its affiliates may enter into investment advisory, administration or other agreements with other entities and the other entities may include the name “AQR” or any derivative or abbreviation thereof Subadviser Name as part of their names. Upon termination of this Agreement for any reasonreason (except for material breach of the License Rights), the Investment Manager shall within 60 30 days (i) cease and cause the Fund to cease all use of Subadviser’s the Subadviser Name, including use of the term “AQR” in the legal name and of the CTIVPSM – AQR MarksInternational Core Equity Fund, and (ii) take all necessary action to cause the Fund’s Prospectus, SAI, marketing materials and any other relevant documentation to be amended to accomplish a change of name to remove the term “AQR” from it and to reflect that the Subadviser no longer serves as subadviser to the Fund. In the event of a termination of this Agreement due to a material breach of the License Rights, Investment Manager shall cease use of the Subadviser Name as soon as possible rather than within 30 days of termination.
Appears in 1 contract
Samples: Subadvisory Agreement (Columbia Funds Variable Series Trust II)
References to Subadviser. Subadviser hereby grants to Investment Manager during the term of this Agreement, the right and license to use Subadviser’s name and registered and unregistered trademarks, service marks and logos (collectively, “AQR Marks”) on Investment Manager’s web site(s) and in other materials solely for the purposes of accurately disclosing and promoting the appointment of Subadviser hereunderrelationship between the parties as described herein. In accordance with the exercise of the license rights granted in the preceding sentence, Investment Manager agrees to furnish to Subadviser at its principal office all prospectuses, SAI’s, proxy statements, reports to shareholders, sales literature, or other material prepared for distribution to sales personnel, shareholders of the Fund or the public, that refer to Subadviser prior to the use thereof, and not to use such material if Subadviser reasonably objects in writing five (5) business days (or such other time as may be mutually agreed upon) after receipt thereof. Such materials may be furnished to Subadviser hereunder by first-class or overnight mail, electronic or facsimile transmission, or hand delivery. The Investment Manager recognizes that from time Any reference to time directors, officers and employees of the Subadviser may serve as directors, trustees, partners, officers and employees of other funds (including other investment companies), corporations, business trusts, partnerships or other entities and that such other entities may include the name “AQR” or any derivative or abbreviation thereof as part of their name, and that the Subadviser or description of Subadviser or its affiliates may enter into investment advisory, administration or other agreements services in such literature shall be consistent with other entities and the other entities may include information contained in the name “AQR” or any derivative or abbreviation thereof as part of their namesFund’s then current registration statement filed with the SEC. Upon termination of In the event that this Agreement shall be terminated for any reason, and in the event a new or successor Agreement with Subadviser is not concluded, Investment Manager shall within 60 days understands that it must immediately take all steps necessary to delete the name “Xxxxx Xxxxx” from the Fund’s name and any other reference in all materials (iincluding Investment Manager’s website) and cease any and cause the Fund to cease all use of Subadviser’s the name and AQR Marks, and (ii) take all necessary action to cause the Fund’s Prospectus, SAI, marketing materials and any other relevant documentation to be amended to accomplish a change of name and to reflect that the Subadviser no longer serves as subadviser to the Fund“Xxxxx Xxxxx.”
Appears in 1 contract
Samples: Subadvisory Agreement (Columbia Funds Series Trust I)