Historical Reports Clause Samples
The Historical Reports clause requires one party to provide records or documentation of past activities, transactions, or performance relevant to the agreement. Typically, this involves sharing financial statements, compliance records, or operational data from previous years to establish a factual basis for current negotiations or ongoing obligations. By mandating the disclosure of historical information, this clause ensures transparency and allows the receiving party to assess risks, verify representations, or make informed decisions based on past conduct.
Historical Reports. The Dealer Manager shall provide to the Company, on a quarterly basis, a report detailing:
(a) The number of meetings regarding the Offering, including details regarding the broker-dealer, name of wholesaler and National Account Manager (“NAM”) during the quarter covered;
(b) Call activity with financial advisors discussing the Offering during the quarter covered;
(c) Product feedback based on meetings conducted by wholesalers, NAMs and/or internal sales staff during the quarter covered;
(d) The number of due diligence sessions regarding the Offering during the quarter covered;
(e) Number of selling agreements in place (including new selling agreements executed during the quarter covered and cumulative selling agreements to date);
(f) Number of active desktops during the quarter covered;
(g) Equity raised (i) during the quarter covered, (ii) for the cumulative year to date and (iii) cumulatively since the commencement of the Offering: • by Participating Broker-Dealer (wirehouse, broker-dealer and RIA); and • by wholesaler.
(h) Technology tools utilized in connection with the Offering, as determined by the Dealer Manager, during the quarter covered; and
(i) Employment turnover in wholesalers, NAMs and internal sales staff during the quarter covered.
Historical Reports. You acknowledge and agree that for the purposes of s11(2) of the Privacy Act 2020 (NZ): (a) when we supply Information Services, we will hold one copy of each report supplied to you (Historical Reports) to be accessed by you for your purposes only and we hold the Historical Reports as your agent and on your behalf and not for our own purposes; (b) we may at any time destroy a Historical Report, however we will let you know before we do so.
Historical Reports. Short form. The narrative history will be prepared by or under the direct supervision of an individual who meets the Secretary of the Interior’s Professional Qualification Standards set out at 48 FR 44716, September 29, 1983, for History, Architectural History, or Historic Architecture.
Historical Reports. For bridges, see Appendix C. (Websites for these sources are provided in Appendix B.) For guidance on describing landscapes, see Historic American Landscapes Survey Guidelines for Historical Reports (see Appendix B for website).
Historical Reports. Users will be able to request a copy of a consumer/company report that was compiled sometimes in the past. This will allow the users to access time stamped reports displaying data, as it appeared at the time the report was produced for the user. This function also allows the users to pull a listing of searches for a particular month.