Portfolio Manager License Agreement Sample Contracts

Portfolio Manager License Agreement
Portfolio Manager License Agreement • December 4th, 2022 • Massachusetts

Covestor Limited doing business as Interactive Advisors, a company formed under the laws of the United Kingdom and registered under the United States Investment Advisers Act of 1940, as amended (the “Act”), hereby confirms its agreement with you regarding our right to use certain data generated by you (generally referred to as “Portfolio Manager”), as well as the other matters set forth herein, on the terms and conditions set out herein and the appendices hereto and made a part hereof (collectively, this “Agreement”). This Agreement will be effective as of the date of your acceptance of the terms and conditions set forth herein (the “Effective Date”).

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