RECITALSPortfolio Support and License Agreement • November 29th, 2019 • Guggenheim Defined Portfolios, Series 1962 • Illinois
Portfolio Support and License AgreementPortfolio Support and License Agreement • November 15th, 2024 • Guggenheim Defined Portfolios, Series 2433 • Illinois
This Agreement, dated as of November 15, 2024, 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, Large Cap Buffer 20 Portfolio, Series 14 (the “Trust”).
Portfolio Support and License AgreementPortfolio Support and License Agreement • October 2nd, 2024 • Guggenheim Defined Portfolios, Series 2439 • Illinois
This Agreement, dated as of October 2nd, 2024 is made by and between Flaherty & Crumrine Incorporated, a California corporation (“Consultant/Licensor”), and Guggenheim Funds Distributors, LLC., (“Guggenheim” or “Licensee”) as sponsor to, Flaherty & Crumrine Preferred Portfolio, Series 61 (the “Trust”).
Portfolio Support and License AgreementPortfolio Support and License Agreement • May 3rd, 2023 • Guggenheim Defined Portfolios, Series 2313 • Illinois
This Agreement, dated as of May 3, 2023, is made by and between ARK Investment Management LLC, a Delaware limited liability company with its principal place of business at 3 East 28th Street, Seventh Floor, New York, NY 10016 (“Licensor”), and Guggenheim Funds Distributor, LLC., (“GFD”) as sponsor to, ARK Early Stage Disruptors Portfolio, Series 5 (the “Trust”).
Portfolio Support and License AgreementPortfolio Support and License Agreement • May 20th, 2024 • Guggenheim Defined Portfolios, Series 2404 • Illinois
This Portfolio Support and License Agreement (the “Agreement”), dated as of May 20, 2024, is made by and between abrdn Inc., a Delaware corporation (“Consultant/Licensor”), and Guggenheim Funds Distributor, LLC., (“GFD” or “Licensee”) as sponsor to, abrdn Blue Chip International Portfolio, Series 6 (the “Trust”).
Portfolio Support and License AgreementPortfolio Support and License Agreement • May 17th, 2023 • Guggenheim Defined Portfolios, Series 2315 • Illinois
This Agreement, dated as of November 17th, 2020, is made by and between Tekla Capital Management, LLC, a Delaware limited liability company (“Consultant/Licensor”), and Guggenheim Funds Distributor, LLC., (“GFD” or “Licensee”) as sponsor to the TEKLA MEDICAL SCIENCE INNOVATION PORTFOLIO, 001, (the “Trust”). For the avoidance of doubt, this Agreement covers only this Trust. Consultant/Licensor has no obligation to provide a license or services with respect to any additional trust. Any additional trust would require a separate agreement between Consultant/Licensor and GFD.
PORTFOLIO SUPPORT AND LICENSE AGREEMENTPortfolio Support and License Agreement • October 7th, 2020 • Guggenheim Defined Portfolios, Series 2062 • Illinois
This Agreement, dated as of September 1st, 2018, is made by and between Ned Davis Research, Inc. a Florida corporation ("Consultant/Licensor"), and Guggenheim Funds Distributor, LLC., ("GFD" or "Licensee") as sponsor to, ‘Precious Metals & Miners Portfolio’ UIT (the "Trust").
Portfolio Support and License AgreementPortfolio Support and License Agreement • November 7th, 2019 • Guggenheim Defined Portfolios, Series 1562 • New York
This Agreement, dated as of November 6, 2019, 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, February 2021 (the “Trust”).
RECITALS --------Portfolio Support and License Agreement • February 28th, 2018 • Guggenheim Defined Portfolios, Series 1726 • Illinois
EXHIBIT 9.1 PORTFOLIO SUPPORT AND LICENSE AGREEMENT This Agreement, dated as of September 1st, 2018, is made by and between Ned Davis Research, Inc. a Florida corporation ("Consultant/Licensor"), and Guggenheim Funds Distributor, LLC., ("GFD" or...Portfolio Support and License Agreement • September 20th, 2019 • Guggenheim Defined Portfolios, Series 1938 • Illinois
