![]() Parties agree that upon the sixth (6 th ) anniversary Unless earlier terminated in accordance with the terms herein. Seventh (7 th ) anniversary of the Effective Date, The term of this Agreement (the Term) shall commence on the Effective Date and shall expire on the Upon theĪctivation of the FQ Program, it is the intent of the parties to memorialize the precise date of the Effective Date in an addendum to this Agreement. NOW, THEREFORE, in consideration of the mutual promises and covenants contained in this Agreement, and for other good and valuableĬonsideration, the receipt and sufficiency of which are hereby acknowledged, the parties, intending to be legally bound, agree as follows:Īgree that the ∾ffective Date of this Agreement shall be the date on which Envestnet and FundQuest first activate the FQ Program and commence the provision of the Platform Services, as defined below, to FQ Clients. This Agreement, FundQuest and Envestnet have agreed through the pricing structure described herein to share certain risks and rewards of the FQ Program, which ties Envestnets compensation to the success of the FQ Program. As more fully described below, Envestnets technology includes both backoffice systems to support the administration of an investment advisorsīusiness and services that an investment advisor can make available to its clients and their IARs Īnd Envestnet wish to cooperate with each other by combining their services to include both Envestnet providing the platform technology and administrative services (as more fully described below) and for FundQuests provision of the investmentĪdvisory and money management services to FQ Clients (the ∿Q Program) and Of platform technology and administrative services to investment advisors and their clients. To utilize the related platform technology and administrative services of Envestnet Whereas, FundQuest wishes to focus more of its resources on the provision of investment advisory and money management services and Platform technology and administrative services) to independent third-party registered investment advisors, banks, insurance companies, or any entity lawfully providing investment advice (each an ∿Q Client) for the provision ofĪdvisory services to their mutual clients ( Program Account Owners), which is typically facilitated by an investment advisor representative ( IAR) Whereas, FundQuest is a provider of certain investment advisory and money management services (including related ∾xecution Date), between Envestnet Asset Management, Inc., a Delaware corporation with its principal office located at 35 East Wacker Drive, Suite 2400, Chicago IL 60601 (∾nvestnet), and FundQuest Incorporated, aĭelaware corporation with its principal office located at One Winthrop Square,ĥ th Floor, Boston MA 02110 ( ∿undQuest). This Platform Services Agreement ( ∺greement), is entered into as of February 8, 2010 (the ![]()
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