Confidential Treatment Requested AMENDMENT TO SERVICES AGREEMENTServices Agreement • January 6th, 2012 • Envestnet, Inc. • Services-business services, nec
Contract Type FiledJanuary 6th, 2012 Company IndustryThis Amendment (the “Amendment”) to the Services Agreement (the “MAR Agreement”) dated as of December 28, 2005 by and between Fidelity Brokerage Services, LLC (“FBS”) and Envestnet Asset Management (“Envestnet”) is entered into as of December 31, 2011 (the “Amendment Effective Date”) by and between FBS and Envestnet. Reference is made to a certain Technology and Services Agreement dated as of March 31, 2008 between FMR LLC and Envestnet (the “FMR Agreement”; the MAR Agreement and the FMR Agreement are collectively referred to as the “Agreement”). Except as otherwise defined herein, the capitalized terms in this Amendment shall have the meanings ascribed to such terms in the Agreement. To the extent there is a conflict between this Amendment and the Agreement, the terms of this Amendment shall control.
Confidential Treatment Requested THIRD AMENDMENT TO SERVICES AGREEMENTServices Agreement • January 6th, 2012 • Envestnet, Inc. • Services-business services, nec
Contract Type FiledJanuary 6th, 2012 Company IndustryThis Third Amendment (the “Amendment”) to the Services Agreement (the “MAS Agreement”), dated as of March 25, 2005 as amended by the First and Second Amendment to the Services Agreement dated March 2008 and March 1, 2011 is entered into as of December 31, 2011 (the “Amendment Effective Date”) by and between National Financial Services LLC (“NFS”) and Envestnet Asset Management, Inc. (“Envestnet”). Reference is made to a certain Technology and Services Agreement dated as of March 31, 2008 between FMR LLC and Envestnet (the “FMR Agreement”; the MAS Agreement and the FMR Agreement are collectively referred to as the “Agreement”). Except as otherwise defined herein, the capitalized terms in this Amendment shall have the meanings ascribed to such terms in the Agreement. To the extent there is a conflict between this Amendment and the Agreement, the terms of this Amendment shall control.