79 results
8-K
EX-10.2
ENV
Envestnet Inc.
6 Jan 12
Entry into a Material Definitive Agreement
12:00am
Preferred Pricing – Discount 1
No Minimum Annual Fee Commitment*
Reporting & Billing Computation only
Reporting & Full Billing Administration
Asset pricing … , and subject to a minimum fee of $[***] per year.
ByAllAccounts fee is flat $[***] per account/year
$[***]Minimum Annual Fee Commitment*
Reporting & Billing
8-K
EX-10.3
ENV
Envestnet Inc.
6 Jan 12
Entry into a Material Definitive Agreement
12:00am
.
Performance Reporting – Fidelity Preferred Pricing -Discount 1
No Minimum Annual Fee Commitment*
Reporting & Billing Computation only
Reporting … Annual Fee Commitment*
Reporting & Billing Computation only
Reporting & Full Billing Administration
For advisors willing to commit to an annual
8-K
EX-10.1
ENV
Envestnet Inc.
8 Dec 14
Entry into a Material Definitive Agreement
12:00am
to Loans, Reimbursement Obligations, L/C Participation Fees, and the commitment fees payable under Section 3.1(a), from and after the First Amendment … PARTICIPATION FEES
SHALL BE:
APPLICABLE MARGIN
FOR COMMITMENT FEE
SHALL BE:
Less than or equal to 1.0 to 1.0
II
Less than or equal to 2.0 to 1.0
8-K
EX-10.1
ENV
Envestnet Inc.
25 Jun 14
Entry into a Material Definitive Agreement
12:00am
2.8.
Default Rate
Section 2.9.
Evidence of Indebtedness
Section 2.10.
Commitment Terminations
Section 2.11.
Replacement of Lenders
Section 2.12 … , Reimbursement Obligations, L/C Participation Fees, and the commitment fees payable under Section 3.1(a), until the first Pricing Date, the rates per
8-K
EX-10.1
ENV
Envestnet Inc.
24 Jul 17
Entry into a Material Definitive Agreement
12:00am
2.7.
Maturity of Loans
Section 2.8.
Prepayments
Section 2.9.
Default Rate
Section 2.10.
Evidence of Indebtedness
Section 2.11.
Commitment Terminations … or Affiliate.
“Applicable Margin” means, with respect to Loans, Reimbursement Obligations, L/C Participation Fees, and the commitment fees payable under
8-K
EX-10.01
0h6762b6w
8 Feb 22
Entry into a Material Definitive Agreement
5:17pm
8-K
EX-99.4
pp83rtvdi7y36ucyuby
5 Apr 12
Completion of Acquisition or Disposition of Assets
12:00am
8-K
EX-99.4
bumi3 r772
1 Oct 14
Completion of Acquisition or Disposition of Assets
12:00am
8-K
EX-99.1
1mm163p68mdpf5
31 Mar 20
Envestnet Announces Leadership Appointments
12:00am
8-K
41in rszy
8 Feb 22
Entry into a Material Definitive Agreement
5:17pm
8-K
EX-10.1
odork79
12 Apr 13
Entry into a Material Definitive Agreement
12:00am
8-K
EX-10.2
hdk3l
27 Nov 18
Envestnet and BlackRock Enter Strategic Relationship to Enhance the Financial Advisor Experience
8:35am
8-K
EX-4.1
qta29 c6kc
20 Dec 18
Entry into a Material Definitive Agreement
4:16pm
PRE 14A
ga227l p0yse
19 Mar 24
Preliminary proxy
4:00pm
8-K
EX-10.1
3ksdl3a5ec ufsgb3qu
27 Nov 18
Envestnet and BlackRock Enter Strategic Relationship to Enhance the Financial Advisor Experience
8:35am