0001193125-25-049936 Sample Contracts
MASTER CONFIRMATIONMaster Confirmation • March 7th, 2025 • Affiliated Managers Group, Inc. • Investment advice
The purpose of this letter agreement (this “Master Confirmation”) is to set forth the terms and conditions of one or more transactions (each, a “Transaction”) to be entered into between [ ] (“Dealer”)[, through its agent [*],] and Affiliated Managers Group, Inc. (“Counterparty”). Each such Transaction entered into between Dealer and Counterparty that is subject to this Master Confirmation shall be evidenced by (i) one or more instructions (each, an “Instruction”) pursuant to Section 2(b) of the Distribution Agreement (as defined below) (an “Agency Forward”) or a terms agreement (the “Terms Agreement”) pursuant to Section 2(l) of the Distribution Agreement (a “Block Forward”) and (ii) with respect to an Agency Forward, a pricing supplement substantially in the form of Annex A hereto (a “Pricing Supplement”), each with such modifications as to which Dealer and Counterparty mutually agree. This Master Confirmation, an Instruction or a Terms Agreement and a Pricing Supplement, if any, toge
AFFILIATED MANAGERS GROUP, INC. Shares of Common Stock (par value $0.01 per share) EQUITY DISTRIBUTION AGREEMENTEquity Distribution Agreement • March 7th, 2025 • Affiliated Managers Group, Inc. • Investment advice • New York
This Equity Distribution Agreement (this “Agreement”), dated as of March 7, 2025, is among Affiliated Managers Group, Inc., a Delaware corporation (the “Company”), Barclays Capital Inc., BofA Securities, Inc., Citigroup Global Markets Inc., J.P. Morgan Securities LLC, RBC Capital Markets, LLC and Wells Fargo Securities, LLC (each, an “Agent” and, collectively, the “Agents”), Barclays Bank PLC, Bank of America, N.A., Citibank, N.A. JPMorgan Chase Bank, National Association, Royal Bank of Canada and Wells Fargo Bank, National Association (each, a “Forward Purchaser” and, collectively, the “Forward Purchasers”) and Barclays Capital Inc., BofA Securities, Inc., Citigroup Global Markets Inc., J.P. Morgan