CONFIDENTIAL MORGAN STANLEY CAPITAL INTERNATIONAL INDEX LICENSE AGREEMENT FOR FUNDSIndex License Agreement • February 12th, 2021 • MSCI Inc. • Services-business services, nec • New York
Contract Type FiledFebruary 12th, 2021 Company Industry Jurisdictiona Delaware corporation, having an office at 1585 Broadway, New York, NY 10036, and Barclays Global Investors, N.A. (“Licensee”), having an office at 45 Fremont Street, San Francisco, CA 94105.
INDEX LICENSE AGREEMENTIndex License Agreement • November 9th, 2023 • Themes ETF Trust
Contract Type FiledNovember 9th, 2023 CompanySolactive is an independent German multi-asset class index service provider, operating worldwide and active in the business of administration, development, calculation and maintenance of indices.
Amended and Restated Index License AgreementIndex License Agreement • November 23rd, 2020 • Alpha Architect ETF Trust • Pennsylvania
Contract Type FiledNovember 23rd, 2020 Company JurisdictionThis Amended and Restated Index License Agreement (“Agreement”), is made as of October 29, 2020 (“Effective Date”) by and between Merlyn.AI Corporation (“Merlyn” or “Licensor”), a Delaware corporation having a principal place of business at 3790 El Camino Real, Suite #172, Palo Alto, CA 94306 and Empowered Funds, LLC (“Empowered” or “Licensee”) having a principal place of business at 213 Foxcroft Road, Broomall, Pennsylvania 19008. Merlyn and Empowered are each referred to herein as a “Party” and collectively as the “Parties.” As used herein, an “Affiliate” of a Party means any current or future person or entity that controls, is controlled by or is under common control with such party, for so long as such person or entity qualifies as an Affiliate of such Party.
INDEX LICENSE AGREEMENTIndex License Agreement • May 20th, 2016 • São Paulo
Contract Type FiledMay 20th, 2016 JurisdictionBM&FBOVESPA S.A. - Bolsa de Valores, Mercadorias e Futuros, with its principal place of business in the Capital City of the State of São Paulo, at Praça Antonio Prado, 48, 7th floor, enrolled with the National Corporate Taxpayers Register of the Ministry of Finance (CNPJ/MF) under No. 09.346.601/0001-25, herein represented pursuant to its By-laws and hereinafter referred to as “BM&FBOVESPA’’; and
INDEX LICENSE AGREEMENTIndex License Agreement • June 5th, 2012 • São Paulo
Contract Type FiledJune 5th, 2012 JurisdictionBM&FBOVESPA S.A. - Bolsa de Valores, Mercadorias e Futuros, with its principal place of business in the Capital City of the State of São Paulo, at Praça Antonio Prado, 48, 7th floor, enrolled with the National Corporate Taxpayers Register of the Ministry of Finance (CNPJ/MF) under No. 09.346.601/0001-25, herein represented pursuant to its By-laws and hereinafter referred to as “BM&FBOVESPA’’; and
INDEX LICENSE AGREEMENTIndex License Agreement • July 28th, 2021 • Mutual Fund Series Trust • New York
Contract Type FiledJuly 28th, 2021 Company JurisdictionThis Index License Agreement (“Agreement”), dated as of Effective Date, is made by and between Nasdaq, Inc. (“Nasdaq”), a Delaware Corporation (Nasdaq and its affiliates are collectively referred to as the “Corporations”) whose principal offices are located at One Liberty Plaza, 165 Broadway, New York, NY 10006 and Licensee (each a “Party” and collectively the “Parties” to this Agreement.) The Parties hereby agree to the following terms and conditions:
1 EXHIBIT 99.B(9)(E) AMENDMENT OF INDEX LICENSE AGREEMENTIndex License Agreement • August 21st, 1997 • Webs Index Fund Inc
Contract Type FiledAugust 21st, 1997 Company
FORM OF INDEX LICENSE AGREEMENTIndex License Agreement • March 1st, 1996 • Foreign Fund Inc • New York
Contract Type FiledMarch 1st, 1996 Company Jurisdiction
Index License AgreementIndex License Agreement • May 17th, 2019 • Alpha Architect ETF Trust • Pennsylvania
Contract Type FiledMay 17th, 2019 Company JurisdictionThis Index License Agreement (“Agreement”) is made as of the May 6th, 2019 (“Effective Date”) by and between Life + Liberty Investments, LLC dba Life + Liberty Indexes, a Delaware limited liability company having a principal place of business at 16107 Kensington Drive, #503, Sugar Land, TX 77479 USA (“LL”, “Licensor”) and Empowered Funds, LLC (“Empowered”, “Licensee”). LL and Empowered are each referred to herein as a “Party” and collectively as the “Parties”. As used herein, an “Affiliate” of a Party means any current or future person or entity that controls, is controlled by or is under common control with such party, for so long as such person or entity qualifies as an Affiliate of such Party.
INDEX LICENSE AGREEMENTIndex License Agreement • May 5th, 2020 • São Paulo
Contract Type FiledMay 5th, 2020 JurisdictionBM&FBOVESPA S.A. - Bolsa de Valores, Mercadorias e Futuros, headquartered in São Paulo/SP, at Praça Antonio Prado, 48, 7th floor, registered under CNPJ/MF (National Registry of Legal Entities/Ministry of Finance) No. 09.346.601/0001-25, herein represented pursuant to its Social Statute and henceforth designated as “BM&FBOVESPA”; and
CONFIDENTIAL INDEX LICENSE AGREEMENT FOR EXCHANGE TRADED FUNDSIndex License Agreement • October 25th, 2022 • MSCI Inc. • Services-business services, nec • New York
Contract Type FiledOctober 25th, 2022 Company Industry JurisdictionThis Schedule is dated and effective as of October 1, 2022 (the “Effective Date”) Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Agreement.
INDEX LICENSE AGREEMENTIndex License Agreement • June 1st, 2011 • São Paulo
Contract Type FiledJune 1st, 2011 JurisdictionBM&FBOVESPA S.A. - Bolsa de Valores, Mercadorias e Futuros, with its principal place of business in the Capital City of the State of São Paulo, at Praça Antonio Prado, 48, 7th floor, enrolled with the National Corporate Taxpayers Register of the Ministry of Finance (CNPJ/MF) under No. 09.346.601/0001-25, herein represented pursuant to its By-laws and hereinafter referred to as “BM&FBOVESPA’’; and
Index License AgreementIndex License Agreement • August 23rd, 2012 • Greenhaven Coal Index Fund • Commodity contracts brokers & dealers • Delaware
Contract Type FiledAugust 23rd, 2012 Company Industry JurisdictionThis INDEX LICENSE AGREEMENT (the “Agreement”), is made and entered into this 5th day of June, 2012 (the “Effective Date”), by and between Tradition Financial Services Inc., a Delaware Corporation (“Licensor”), and GreenHaven Coal Services, LLC, a Georgia limited liability company (“Licensee”). Licensor and Licensee are referred to herein from time to time individually as a “Party” and collectively as the “Parties.”
INDEX LICENSE AGREEMENTIndex License Agreement • August 8th, 2019 • United States Commodity Index Funds Trust • Commodity contracts brokers & dealers • New York
Contract Type FiledAugust 8th, 2019 Company Industry JurisdictionThis Index License Agreement together with all exhibit(s) attached hereto (this “Agreement”), dated as of this 7th day of May, 2019, (the “Commencement Date”), is made by and between Crescent Crypto Index Services LLC, a Delaware limited liability company (the “Licensor”), and United States Commodity Funds, LLC, a Delaware limited liability company (“USCF” or the “Licensee”).
INDEX LICENSE AGREEMENTIndex License Agreement • September 30th, 2022 • Elevation Series Trust • Colorado
Contract Type FiledSeptember 30th, 2022 Company JurisdictionTHIS INDEX LICENSE AGREEMENT ("Agreement"), effective as of September 27, 2022 (the "Effective Date"), is entered into by and between Paralel Advisors LLC ("Licensee"), a Delaware limited liability company, having an office at 1700 Broadway, Suite 1230, Denver, CO 80290, and Rocky Mountain Advisers, LLC, an Alaska limited liability company ("Licensor"), having an office at 2121 E. Crawford Place, Salina, KS 67401.
INDEX LICENSE AGREEMENTIndex License Agreement • September 11th, 2015 • Goldman Sachs ETF Trust • New York
Contract Type FiledSeptember 11th, 2015 Company JurisdictionTHIS INDEX LICENSE AGREEMENT (“Agreement”), effective as of August 20, 2015 (the “Effective Date”), is entered into by and between Goldman Sachs Asset Management, L.P., a Delaware limited partnership having an office at 200 West Street, New York, NY 10282 (“Licensor”) and Goldman Sachs ETF Trust, a statutory trust having an office at 200 West Street, New York, NY 10282 (“Licensee”).
INDEX LICENSE AGREEMENTIndex License Agreement • March 28th, 2011 • São Paulo
Contract Type FiledMarch 28th, 2011 JurisdictionBM&FBOVESPA S.A. - Bolsa de Valores, Mercadorias e Futuros, with its principal place of business in the Capital City of the State of São Paulo, at Praça Antonio Prado, 48, 7th floor, enrolled with the National Corporate Taxpayers Register of the Ministry of Finance (CNPJ/MF) under No. 09.346.601/0001-25, herein represented pursuant to its By-laws and hereinafter referred to as “BM&FBOVESPA’’; and
Index License Agreement by and between Solactive AG Guiollettstr. 54 60325 Frankfurt am Main — hereinafter referred to as “Solactive” — and WGC USA Asset Management Company, LLC New York, NY 10075 — hereinafter referred to as “Licensee” — jointly...Index License Agreement • January 9th, 2017 • World Currency Gold Trust • Commodity contracts brokers & dealers • England and Wales
Contract Type FiledJanuary 9th, 2017 Company Industry Jurisdiction
INDEX LICENSE AGREEMENTIndex License Agreement • December 4th, 2020 • J.P. Morgan Exchange-Traded Fund Trust • New York
Contract Type FiledDecember 4th, 2020 Company JurisdictionTHIS INDEX LICENSE AGREEMENT (“Agreement”), effective as of December 9, 2020 (the “Effective Date”), is entered into by and between J.P. Morgan Investment Management Inc., a New York corporation having an office at 277 Park Avenue New York, New York 10172 (“Licensor”) and J.P. Morgan Exchange-Traded Fund Trust, a Delaware statutory trust having an office at 277 Park Avenue New York, New York 10172 (“Licensee”).
1 EXHIBIT 4(f) J.P. MORGAN COMMODITY INDEX LICENSE AGREEMENT THIS AGREEMENT made of this [ ] day of [ ], 199[ ], by and between Morgan Guaranty Trust Company of New York ("Morgan") and J.P. Morgan Index Funding Company I (the "Trust"). Morgan and the...Index License Agreement • October 24th, 1997 • Morgan J P Index Funding Co I • State commercial banks • New York
Contract Type FiledOctober 24th, 1997 Company Industry Jurisdiction
Index License Agreement (the “Agreement”) dated Solactive AG Platz der Einheit 1 60327 Frankfurt am MainIndex License Agreement • February 27th, 2024 • BNY Mellon ETF Trust
Contract Type FiledFebruary 27th, 2024 Company
Index License Agreement by and between Solactive AG Guiollettstr. 54 60325 Frankfurt am Main - hereinafter referred to as “Solactive” - and Company Address - hereinafter referred to as “Licensee” - jointly referred to hereinafter as “Parties” -Index License Agreement • May 8th, 2018 • Impact Shares Trust I
Contract Type FiledMay 8th, 2018 CompanySolactive shall fulfil its contractual obligations, in particular calculation of the Indices with the care of a prudent businessman and dissemination of such indexes. Solactive shall only be liable for direct or indirect losses particularly those arising from incorrect calculation and dissemination of the Indices as provided for under § 8.
ADDENDUM TO THE INDEX LICENSE AGREEMENT FOR FUNDS BY AND BETWEEN MORGAN STANLEY CAPITAL INTERNATIONAL INC. AND BARCLAYS GLOBAL INVESTORS, N.A.Index License Agreement • September 26th, 2007 • MSCI Inc. • Periodicals: publishing or publishing & printing
Contract Type FiledSeptember 26th, 2007 Company IndustryThis Addendum, effective as of 9/18/02, 2002 (“Effective Date”), supplements and amends the Index License Agreement For Funds between Morgan Stanley Capital International Inc. (“MSCI”) and Barclays Global Investors, N.A. (“BGI”) dated March 18, 2000 (the “Agreement”). Capitalized terms not otherwise defined herein shall have the meaning set forth in the Agreement.
INDEX LICENSE AGREEMENTIndex License Agreement • October 3rd, 2023 • Advisor Managed Portfolios
Contract Type FiledOctober 3rd, 2023 CompanyThis License Agreement (the “Agreement”) is made and entered into as of August 1, 2023 (the “Commencement Date”), by and between Arch Indices Services LLC (“Licensor”), a Nevada limited liability company (“Licensor”) and Arch Indices Investment Advisors LLC, a Nevada limited liability company (“Licensee” and together with the Licensor, the “Parties”).
Index License Agreement between Solactive AG Guiollettstr. 54 60325 Frankfurt am Main - hereinafter referred to as “Solactive” - and Pointbreak Advisers LLC on behalf of itself and Pointbreak ETF Trust - hereinafter referred to as “Licensee” - jointly...Index License Agreement • October 20th, 2015 • Pointbreak ETF Trust
Contract Type FiledOctober 20th, 2015 CompanyMarketing Agreement for Vendors and Re-vendors, this shall not give rise to any claims on the part of the Licensee against Solactive. If Solactive becomes aware of any abuse, it will however endeavour to prohibit it as soon as possible.
Index License Agreement between Solactive AG Bettinastrasse 30 60325 Frankfurt am Main - hereinafter referred to as "Solactive" - and LocalShares, Inc. - hereinafter referred to as "Licensee" - jointly referred to hereinafter as "Parties" -Index License Agreement • July 22nd, 2013 • LocalShares Investment Trust
Contract Type FiledJuly 22nd, 2013 CompanyInhalt § 1 Index Calculation 3 § 2 Dissemination of Indices 3 § 3 Rights in Indices and Index Prices 4 § 4 Utilisation Right 4 § 5 Obligations of Parties regarding calculated Indices 4 § 6 Issuer's Statement 4 § 7 Trade Mark Rights 5 § 8 Warranty 5 § 9 Limitation of Liability 6 § 10 Remuneration 7 § 11 Term of agreement 7 § 12 Termination of agreement 7 § 13 Transfer of Solactive’ Rights and Obligations to a Third Party 7 § 14 Transfer of Duties to Third Parties 8 § 15 Confidentiality 8 § 16 Contact 9 § 17 Final Provisions 10 Addendum 1 List of indices covered by this contract 11 Addendum 2 Index specifications 12 Addendum 3 Trade Marks of Licensee 13 Addendum 4 14 Addendum 5 16 Addendum 6 17
INDEX LICENSE AGREEMENTIndex License Agreement • June 25th, 2024 • Harbor ETF Trust
Contract Type FiledJune 25th, 2024 CompanyThis Index License Agreement (“Agreement”) is entered into as of June 12, 2024 by and between Harbor Capital Advisors, Inc., a Delaware corporation with offices at 111 South Wacker Drive, 34th Floor, Chicago, Illinois 60606 (“Harbor” or “Licensor”), and Harbor ETF Trust (“Licensee”). Harbor and Licensee are each a “Party” and, together, the “Parties”).
INDEX LICENSE AGREEMENT AMENDMENTIndex License Agreement • March 17th, 2023 • Global X Funds
Contract Type FiledMarch 17th, 2023 CompanyTHIS INDEX LICENSE AGREEMENT AMENDMENT (this “Amendment”) is made as of February 27, 2023 (the “Effective Date”), by and between Global X Management Company LLC, a limited liability company duly organized and existing under the laws of the State of Delaware (the “Licensor”), and Global X Funds, a Delaware statutory trust (the “Licensee”). Licensor and Licensee are referred to in this Agreement singly as a “Party” and collectively as the “Parties.”
INDEX LICENSE AGREEMENTIndex License Agreement • December 19th, 2018 • EntrepreneurShares Series Trust
Contract Type FiledDecember 19th, 2018 CompanyThis Index License Agreement is made and entered into as of December 28, 2018, by and between EntrepreneurShares LLC (“Licensor”) and EntrepreneurShares Series Trust, on behalf of its series ERShares Non-US Small Cap ETF (“Licensee”).
ContractIndex License Agreement • October 1st, 2020 • Mutual Fund Series Trust • New York
Contract Type FiledOctober 1st, 2020 Company JurisdictionThis Index License Agreement (“Agreement”), dated as of Effective Date, is made by and between Nasdaq, Inc. (“Nasdaq”), a Delaware Corporation (Nasdaq and its affiliates are collectively referred to as the “Corporations”) whose principal offices are located at One Liberty Plaza, 165 Broadway, New York, NY 10006 and Licensee (each a “Party” and collectively the “Parties” to this Agreement.) The Parties hereby agree to the following terms and conditions:
EXHIBIT (h.4) MORGAN STANLEY CAPITAL INTERNATIONAL AMENDED AND RESTATED INDEX LICENSE AGREEMENT -------------------------------------------- AGREEMENT, dated as of March 1, 1996, as amended and restated as of March 17, 1998, by and between MORGAN...Index License Agreement • December 22nd, 1999 • Webs Index Fund Inc • New York
Contract Type FiledDecember 22nd, 1999 Company Jurisdiction
INDEX LICENSE AGREEMENTIndex License Agreement • April 22nd, 2022 • Global X Funds • Delaware
Contract Type FiledApril 22nd, 2022 Company JurisdictionTHIS INDEX LICENSE AGREEMENT (this “Agreement”) is made as of April 15, 2022 (the “Effective Date”), by and between Global X Management Company LLC, a limited liability company duly organized and existing under the laws of the State of Delaware (the “Licensor”), and Global X Funds, a Delaware statutory trust (the “Licensee”). Licensor and Licensee are referred to in this Agreement singly as a “Party” and collectively as the “Parties.”
ContractIndex License Agreement • June 15th, 2023 • Global X Funds
Contract Type FiledJune 15th, 2023 Company
CONFIDENTIALIndex License Agreement • December 28th, 2001 • Ssga Funds • New York
Contract Type FiledDecember 28th, 2001 Company Jurisdiction