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General Terms

General Terms which govern all Client Agreements and referenced in the relevant Order Form.

338KB
FundApps - General Terms - v3 2024 (2).pdf
pdf
284KB
FundApps_General_Terms_January_2022 (2).pdf
pdf
5MB
FundApps_General_Terms_November_2021.pdf
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Fair Usage Policy

Please click below for FundApps Fair Usage Policy related to staging environments.

100KB
FundApps - Fair Usage Policy - v1 2024.pdf
pdf

Third Party Data Provider Terms

Please click below for details of Third Party Data Provider Terms that apply to the indicated Services.

115KB
FundApps - Third Party Data Provider Terms - FactSet - v1 2025.pdf
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Poison Pills Service
90KB
FundApps - Third Party Data Provider Terms - BigTXN - v1 2025.pdf
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Sanctions Monitoring and Infrastructure Service
137KB
FundApps - Third Party Data Provider Terms - Refinitiv - v2 2025.pdf
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LSEG Redistribution/Refinitiv Shareholding Disclosure Data Service
97KB
FundApps - Third Party Data Provider Terms - GICS - v1 2023.pdf
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GICS Enrichment Service
89KB
FundApps - Third Party Data Provider Terms - SDL - v1 2024.pdf
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13f-2 Enrichment Service