Portfolio Support and License Agreement Sample Contracts
Portfolio Support and License AgreementPortfolio Support and License Agreement • May 16th, 2025 • Guggenheim Defined Portfolios, Series 2497 • Illinois
This Agreement, dated as of May 16, 2025, 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 20 (the “Trust”).
RECITALSPortfolio Support and License Agreement • November 29th, 2019 • Guggenheim Defined Portfolios, Series 1962 • Illinois
Portfolio Support and License AgreementPortfolio Support and License Agreement • May 2nd, 2025 • Guggenheim Defined Portfolios, Series 2483 • Illinois
This Agreement, dated as of May 2nd, 2025 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 62 (the “Trust”).
Portfolio Support and License AgreementPortfolio Support and License Agreement • May 19th, 2025 • Guggenheim Defined Portfolios, Series 2489 • Illinois
This Portfolio Support and License Agreement (the “Agreement”), dated as of May 19, 2025, is made by and between abrdn Inc., a Delaware corporation (“Consultant/Licensor”), and Guggenheim Funds Distributor, LLC., (“GFD” or “Licensee”) as sponsor to, abrdn Medical Science Innovation Portfolio Series 10 (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 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 • July 18th, 2025 • Guggenheim Defined Portfolios, Series 2503 • Illinois
This Agreement, dated as of July 18, 2025, 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 22 (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
Portfolio Support and License AgreementPortfolio Support and License Agreement • August 22nd, 2025 • Guggenheim Defined Portfolios, Series 2504 • Illinois
This Agreement, dated as of August 22, 2025, 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 23 (the “Trust”).
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
Portfolio Support and License AgreementPortfolio Support and License Agreement • June 20th, 2025 • Guggenheim Defined Portfolios, Series 2498 • Illinois
This Agreement, dated as of June 20, 2025, 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 21 (the “Trust”).