Common Contracts
19 similar Reference Trust Agreement contracts by Guggenheim Defined Portfolios, Series 1562, Guggenheim Defined Portfolios, Series 1972, Guggenheim Defined Portfolios, Series 1980, others
AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENTReference Trust Agreement • November 15th, 2024 • Guggenheim Defined Portfolios, Series 2433
This Amendment no. 1 to the Reference Trust Agreement dated as of November 15, 2024, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.
Large Cap Buffer 20 Portfolio, Series 13 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENTReference Trust Agreement • October 18th, 2024 • Guggenheim Defined Portfolios, Series 2432
This Amendment no. 1 to the Reference Trust Agreement dated as of October 18, 2024, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.
Large Cap Buffer 20 Portfolio, Series 11 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENTReference Trust Agreement • August 5th, 2024 • Guggenheim Defined Portfolios, Series 2416
This Amendment no. 1 to the Reference Trust Agreement dated as of August 5, 2024, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.
Large Cap Buffer 20 Portfolio, Series 10 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENTReference Trust Agreement • June 20th, 2024 • Guggenheim Defined Portfolios, Series 2415
This Amendment no. 1 to the Reference Trust Agreement dated as of June 20, 2024, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.
Large Cap Buffer 20 Portfolio, Series 9 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENTReference Trust Agreement • May 22nd, 2024 • Guggenheim Defined Portfolios, Series 2368
This Amendment no. 1 to the Reference Trust Agreement dated as of May 22, 2024, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.
Large Cap Buffer 20 Portfolio, Series 8 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENTReference Trust Agreement • January 11th, 2024 • Guggenheim Defined Portfolios, Series 2367
This Amendment no. 1 to the Reference Trust Agreement dated as of January 11, 2024, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.
Large Cap Buffer 20 Portfolio, Series 7 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENTReference Trust Agreement • October 19th, 2023 • Guggenheim Defined Portfolios, Series 2358
This Amendment no. 1 to the Reference Trust Agreement dated as of October 19, 2023, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.
Guggenheim Defined Portfolios, Series 2353 Flaherty & Crumrine Preferred Portfolio, Series 59 Reference Trust AgreementReference Trust Agreement • October 11th, 2023 • Guggenheim Defined Portfolios, Series 2353
This Reference Trust Agreement dated as of October 11, 2023, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.
Large Cap Buffer 20 Portfolio, Series 6 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENTReference Trust Agreement • September 21st, 2023 • Guggenheim Defined Portfolios, Series 2348
This Amendment no. 1 to the Reference Trust Agreement dated as of September 21, 2023, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.
Guggenheim Defined Portfolios, Series 2319 Flaherty & Crumrine Preferred Portfolio, Series 58 Reference Trust AgreementReference Trust Agreement • April 12th, 2023 • Guggenheim Defined Portfolios, Series 2319
This Reference Trust Agreement dated as of April 12, 2023, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.
Guggenheim Defined Portfolios, Series 2293 Flaherty & Crumrine Preferred Portfolio, Series 57 Reference Trust AgreementReference Trust Agreement • February 8th, 2023 • Guggenheim Defined Portfolios, Series 2293
This Reference Trust Agreement dated as of February 8, 2023, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.
Defined Outcome Trust: Large Cap Buffer 15 Portfolio, Series 3 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENTReference Trust Agreement • January 31st, 2022 • Guggenheim Defined Portfolios, Series 2197
This Amendment no. 1 to the Reference Trust Agreement dated as of January 31, 2022, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.
Defined Outcome Trust: Large Cap Buffer 15 Portfolio, Series 2 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENTReference Trust Agreement • December 27th, 2021 • Guggenheim Defined Portfolios, Series 2177
This Amendment no. 1 to the Reference Trust Agreement dated as of December 27, 2021, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.
Defined Outcome Trust: Large Cap Buffer 10 Portfolio, July 2021 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENTReference Trust Agreement • April 29th, 2020 • Guggenheim Defined Portfolios, Series 2017
This Amendment no. 1 to the Reference Trust Agreement dated as of April 29, 2020, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.
Defined Outcome Trust: Large Cap Buffer 20 Portfolio, April 2022 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENTReference Trust Agreement • March 27th, 2020 • Guggenheim Defined Portfolios, Series 2016
This Amendment no. 1 to the Reference Trust Agreement dated as of March 27, 2020, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.
Defined Outcome Trust: Large Cap Buffer 20 Portfolio, March 2022 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENTReference Trust Agreement • February 28th, 2020 • Guggenheim Defined Portfolios, Series 2003
This Amendment no. 1 to the Reference Trust Agreement dated as of February 28, 2020, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.
Defined Outcome Trust: Large Cap Buffer 20 Portfolio, January 2022 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENTReference Trust Agreement • January 24th, 2020 • Guggenheim Defined Portfolios, Series 1980
This Amendment no. 1 to the Reference Trust Agreement dated as of January 24, 2020, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.
Defined Outcome Trust: Large Cap Buffer 20 Portfolio, December 2021 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENTReference Trust Agreement • December 19th, 2019 • Guggenheim Defined Portfolios, Series 1972
This Amendment no. 1 to the Reference Trust Agreement dated as of December 19, 2019, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.
Defined Outcome Trust: Large Cap Buffer 20 Portfolio, February 2021 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENTReference Trust Agreement • November 7th, 2019 • Guggenheim Defined Portfolios, Series 1562
This Amendment no. 1 to the Reference Trust Agreement dated as of November 7, 2019, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.
