0001528621-20-000730 Sample Contracts

Defined Outcome Trust: Large Cap Buffer 20 Portfolio, April 2022 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference 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.

AutoNDA by SimpleDocs
Portfolio Support and License Agreement
Portfolio Support and License Agreement • March 27th, 2020 • Guggenheim Defined Portfolios, Series 2016 • Illinois

This Agreement, dated as of March 27, 2020, is made by and between Milliman Financial Risk Management LLC, a Delaware limited liability company (“Consultant/Licensor”), and Guggenheim Funds Distributor, LLC., (“GFD” or “Licensee”) as sponsor to, Defined Outcome Trust: Large-Cap Buffer 20 Portfolio, April 2022 (the “Trust”).

Draft better contracts in just 5 minutes Get the weekly Law Insider newsletter packed with expert videos, webinars, ebooks, and more!