Trust Indenture and Agreement Sample Contracts

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PART I STANDARD TERMS AND CONDITIONS OF TRUST
Trust Indenture and Agreement • February 26th, 2002 • Nuveen Tax Free Unit Trusts Series 1285
EXHIBIT 1.1(B) NUVEEN TAX-FREE UNIT TRUST SERIES 956 TRUST INDENTURE AND AGREEMENT DATED AUGUST 18, 1997 This Trust Indenture and Agreement by and between John Nuveen & Co. Incorporated, as Depositor and The Chase Manhattan Bank, as Trustee, sets...
Trust Indenture and Agreement • August 18th, 1997 • Nuveen Tax Free Unit Trust Series 956

EXHIBIT 1.1(B) NUVEEN TAX-FREE UNIT TRUST SERIES 956 TRUST INDENTURE AND AGREEMENT DATED AUGUST 18, 1997 This Trust Indenture and Agreement by and between John Nuveen & Co. Incorporated, as Depositor and The Chase Manhattan Bank, 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 Nuveen Tax-Free Unit Trust Series 823 and subsequent Series, effective September 7, 1995' (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. Witnesseth That: In consideration of the promises and of the mutual agreements herein contained, the Depositor and the Trustee, agree as follows: PART I Standard Terms and Conditions of Trust Subject

Exhibit 1.1(b) Nuveen Tax-Free Unit Trust Series 854 Trust Indenture and Agreement Dated 3/29/96 This Trust Indenture and Agreement by and between John Nuveen & Co. Incorporated, as Depositor and The Chase Manhattan Bank (National Association), as...
Trust Indenture and Agreement • March 29th, 1996 • Nuveen Tax Free Unit Trust Series 854

Exhibit 1.1(b) Nuveen Tax-Free Unit Trust Series 854 Trust Indenture and Agreement Dated 3/29/96 This Trust Indenture and Agreement by and between John Nuveen & Co. Incorporated, as Depositor and The Chase Manhattan Bank (National Association), 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 Nuveen Tax-Free Unit Trust Series 823 and subsequent Series, effective September 7, 1995" (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. Witnesseth That: In consideration of the promises and of the mutual agreements herein contained, the Depositor and the Trustee, agree as follows: Part I Standard Terms and Conditions o

EQUITY OPPORTUNITY TRUST VALUE SELECT TEN SERIES 2008D TRUST INDENTURE AND AGREEMENT Dated as of July 17, 2008 Incorporating Standard Terms and Conditions of Trust, as amended, Dated as of July 1, 1998, Between UBS FINANCIAL SERVICES INC., as...
Trust Indenture and Agreement • July 17th, 2008 • Equity Opportunity Trust Value Select Ten Series 2008D

THIS TRUST INDENTURE AND AGREEMENT dated as of July 17, 2008 between UBS Financial Services Inc., as Depositor and State Street Bank and Trust Company, as Trustee, which sets forth certain of its provisions in full and incorporates other of its provisions by reference to a document entitled “Standard Terms and Conditions of Trust” dated as of July 1, 1998, as amended, among the parties hereto (hereinafter called the “Standard Terms”), such provisions as are set forth in full and such provisions as are incorporated by reference constituting a single instrument.

Exhibit 1.1(b) Nuveen Tax-Exempt Unit Trust Series 839 Trust Indenture and Agreement Dated 12/08/95 This Trust Indenture and Agreement by and between John Nuveen & Co. Incorporated, as Depositor and The Chase Manhattan Bank (National Association), as...
Trust Indenture and Agreement • December 8th, 1995 • Nuveen Tax Exempt Unit Trust Series 839

Exhibit 1.1(b) Nuveen Tax-Exempt Unit Trust Series 839 Trust Indenture and Agreement Dated 12/08/95 This Trust Indenture and Agreement by and between John Nuveen & Co. Incorporated, as Depositor and The Chase Manhattan Bank (National Association), 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 Nuveen Tax-Exempt Unit Trust Series 823 and subsequent Series, effective September 7, 1995" (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. Witnesseth That: In consideration of the promises and of the mutual agreements herein contained, the Depositor and the Trustee, agree as follows: Part I Standard Terms and Conditi

EQUITY OPPORTUNITY TRUST DIVIDEND INCOME VALUE STRATEGY SERIES 2009D TRUST INDENTURE AND AGREEMENT Dated as of August 18, 2009 Incorporating Standard Terms and Conditions of Trust, as amended, Dated as of July 1, 1998, Between UBS FINANCIAL SERVICES...
Trust Indenture and Agreement • August 18th, 2009 • Equity Opportunity Trust Dividend Income Value Strategy Series 2009D

THIS TRUST INDENTURE AND AGREEMENT dated as of August 18, 2009 between UBS Financial Services Inc., as Depositor and State Street Bank and Trust Company, as Trustee, which sets forth certain of its provisions in full and incorporates other of its provisions by reference to a document entitled “Standard Terms and Conditions of Trust” dated as of July 1, 1998, as amended, among the parties hereto (hereinafter called the “Standard Terms”), such provisions as are set forth in full and such provisions as are incorporated by reference constituting a single instrument.

EQUITY OPPORTUNITY TRUST VALUE SELECT TEN SERIES 2009C TRUST INDENTURE AND AGREEMENT Dated as of July 17, 2009 Incorporating Standard Terms and Conditions of Trust, as amended, Dated as of July 1, 1998, Between UBS FINANCIAL SERVICES INC., as...
Trust Indenture and Agreement • July 17th, 2009 • Equity Opportunity Trust Value Select Ten Series 2009C

THIS TRUST INDENTURE AND AGREEMENT dated as of July 17, 2009 between UBS Financial Services Inc., as Depositor and State Street Bank and Trust Company, as Trustee, which sets forth certain of its provisions in full and incorporates other of its provisions by reference to a document entitled “Standard Terms and Conditions of Trust” dated as of July 1, 1998, as amended, among the parties hereto (hereinafter called the “Standard Terms”), such provisions as are set forth in full and such provisions as are incorporated by reference constituting a single instrument.

TRUST INDENTURE AND AGREEMENT Between THE GMS GROUP, LLC As Depositor and THE BANK OF NEW YORK As Trustee
Trust Indenture and Agreement • March 27th, 2007 • Patriot Trust, Diversified Income Trust, 2007 Series A

This Trust Indenture and Agreement (“Indenture”) dated March 27, 2007, between The GMS Group, LLC., as Depositor and The Bank of New York, as Trustee.

Exhibit 99.A2 EQUITY OPPORTUNITY TRUST, VALUE SELECT TEN SERIES 2006G TRUST INDENTURE AND AGREEMENT Dated as of December 19, 2006
Trust Indenture and Agreement • December 19th, 2006 • EQUITY OPPORTUNITY TRUST Value Select Ten Series 2006G
EQUITY OPPORTUNITY TRUST VALUE SELECT TEN SERIES 2009B TRUST INDENTURE AND AGREEMENT Dated as of May 15, 2009 Incorporating Standard Terms and Conditions of Trust, as amended, Dated as of July 1, 1998, Between UBS FINANCIAL SERVICES INC., as Depositor...
Trust Indenture and Agreement • May 15th, 2009 • Equity Opportunity Trust Value Select Ten Series 2009B

THIS TRUST INDENTURE AND AGREEMENT dated as of May 15, 2009 between UBS Financial Services Inc., as Depositor and State Street Bank and Trust Company, as Trustee, which sets forth certain of its provisions in full and incorporates other of its provisions by reference to a document entitled “Standard Terms and Conditions of Trust” dated as of July 1, 1998, as amended, among the parties hereto (hereinafter called the “Standard Terms”), such provisions as are set forth in full and such provisions as are incorporated by reference constituting a single instrument.

SCHWAB TRUSTS
Trust Indenture and Agreement • August 26th, 2003 • Schwab Trusts Schwab Ten Trust 2003 Sereis B
AMENDMENT NO. 1 TO THE TRUST INDENTURE AND AGREEMENT, DATED NOVEMBER 8, 2002 BETWEEN INVESCO POWERSHARES CAPITAL MANAGEMENT LLC, AS SPONSOR AND THE BANK OF NEW YORK MELLON, AS TRUSTEE
Trust Indenture and Agreement • January 29th, 2019 • Invesco BLDRS Index Funds Trust • New York

This Amendment No. 1 to the Trust Indenture and Agreement, dated April 26, 2018, and effective as of June 4, 2018 (the “Amendment”), between Invesco PowerShares Capital Management LLC, as sponsor (in such capacity, the “Sponsor”) and The Bank of New York Mellon, as trustee (in such capacity, the “Trustee”) amends the Trust Indenture and Agreement, dated November 8, 2002 (the “Indenture”), between the Sponsor and the Trustee. Defined terms used and not otherwise defined herein shall have the meanings assigned to such terms in the Indenture.

AMENDMENT NO. 2 TO THE TRUST INDENTURE AND AGREEMENT, DATED March 4, 1999, AND AS AMENDED March 21, 2007, BETWEEN INVESCO POWERSHARES CAPITAL MANAGEMENT LLC, AS SPONSOR AND THE BANK OF NEW YORK MELLON, AS TRUSTEE
Trust Indenture and Agreement • January 29th, 2019 • Invesco QQQ Trust, Series 1 • New York

This Amendment No. 2 to the Trust Indenture and Agreement, dated April 25th, 2018, and effective as of June 4, 2018 (the “Amendment”), between Invesco PowerShares Capital Management LLC, as sponsor (in such capacity, the “Sponsor”) and The Bank of New York Mellon, as trustee (in such capacity, the “Trustee”) amends the Trust Indenture and Agreement, dated March 4, 1999 and as amended March 21, 2007 (the “Indenture”), between the Sponsor and the Trustee. Defined terms used and not otherwise defined herein shall have the meanings assigned to such terms in the Indenture.

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Amendment to Trust Indenture and Agreement
Trust Indenture and Agreement • June 19th, 2003 • Tax Exempt Securities Trust Intermediate Term Trust 67

This AMENDMENT, dated as of June 18, 2003, made by Citigroup Global Markets Inc., as Depositor (the “Depositor”), JPMorgan Chase Bank, as Trustee (the “Trustee”), Kenny S&P Evaluation Services, a division of J.J. Kenny Company, Inc., as Evaluator (the “Evaluator”) to the Trust Indenture and Agreement dated June 16, 1987 (the “Trust Indenture and Agreement”).

AMENDMENT NO. 3 TO THE TRUST INDENTURE AND AGREEMENT, DATED MARCH 4, 1999, AND AS AMENDED MARCH 21, 2007 AND APRIL 25, 2018, BETWEEN INVESCO CAPITAL MANAGEMENT LLC, AS SPONSOR AND THE BANK OF NEW YORK MELLON, AS TRUSTEE
Trust Indenture and Agreement • January 27th, 2021 • Invesco QQQ Trust, Series 1 • New York

This Amendment No. 3 to the Trust Indenture and Agreement, dated October 15, 2020 (the “Amendment”), between Invesco Capital Management LLC, as sponsor (in such capacity, the “Sponsor”) and The Bank of New York Mellon, as trustee (in such capacity, the “Trustee”), amends the Trust Indenture and Agreement, dated March 4, 1999 and as amended March 21, 2007 and April 25, 2018 (the “Indenture”), between the Sponsor and the Trustee. Defined terms used and not otherwise defined herein shall have the meanings assigned to such terms in the Indenture.

PART I
Trust Indenture and Agreement • June 23rd, 1999 • Nuveen Unit Trusts Series 39
PART I STANDARD TERMS AND CONDITIONS OF TRUST
Trust Indenture and Agreement • July 13th, 2000 • Nuveen Tax Free Unit Trust Series 1178
Exhibit 99.A2 EQUITY OPPORTUNITY TRUST, BLUE CHIP SERIES 2007A TRUST INDENTURE AND AGREEMENT Dated as of August 22, 2007
Trust Indenture and Agreement • August 22nd, 2007 • Equity Opportunity Trust, Blue Chip Series 2007A
FOR
Trust Indenture and Agreement • March 20th, 1997 • Nuveen Unit Trusts • New York
AMENDMENT NO. 3 TO
Trust Indenture and Agreement • October 13th, 2020 • New York

This Amendment No. 3 to the Trust Indenture and Agreement, dated October 15, 2020 (the “Amendment”), between Invesco Capital Management LLC, as sponsor (in such capacity, the “Sponsor”) and The Bank of New York Mellon, as trustee (in such capacity, the “Trustee”), amends the Trust Indenture and Agreement, dated March 4, 1999 and as amended March 21, 2007 and April 25, 2018 (the “Indenture”), between the Sponsor and the Trustee. Defined terms used and not otherwise defined herein shall have the meanings assigned to such terms in the Indenture.

EQUITY OPPORTUNITY TRUST DIVIDEND INCOME VALUE STRATEGY SERIES 2009C TRUST INDENTURE AND AGREEMENT Dated as of June 18, 2009 Incorporating Standard Terms and Conditions of Trust, as amended, Dated as of July 1, 1998, Between UBS FINANCIAL SERVICES...
Trust Indenture and Agreement • June 18th, 2009 • Equity Opportunity Trust Dividend Income Value Strategy Series 2009C

THIS TRUST INDENTURE AND AGREEMENT dated as of June 18, 2009 between UBS Financial Services Inc., as Depositor and State Street Bank and Trust Company, as Trustee, which sets forth certain of its provisions in full and incorporates other of its provisions by reference to a document entitled “Standard Terms and Conditions of Trust” dated as of July 1, 1998, as amended, among the parties hereto (hereinafter called the “Standard Terms”), such provisions as are set forth in full and such provisions as are incorporated by reference constituting a single instrument.

UBS PATHFINDERS TRUST, TREASURY AND GROWTH STOCK SERIES 32 TRUST INDENTURE AND AGREEMENT Dated as of October 26, 2007 Incorporating Standard Terms and Conditions of Trust Dated as of July 1, 1997, Between UBS FINANCIAL SERVICES INC. as Depositor and...
Trust Indenture and Agreement • October 26th, 2007 • UBS Pathfinders Trust Treasury & Growth Stock Series 32

THIS TRUST INDENTURE AND AGREEMENT dated as of October 26, 2007 between UBS Financial Services Inc., as Depositor and State Street Bank and Trust Company, as Trustee, which sets forth certain of its provisions in full and incorporates other of its provisions by reference to a document entitled “Standard Terms and Conditions of Trust” dated as of July 1, 1997 between the parties hereto (hereinafter called the “Standard Terms and Conditions of Trust” or the “Standard Terms”), such provisions as are set forth in full and such provisions as are incorporated by reference constituting a single instrument.

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