SEI Investments Corp Contracts & Agreements

65 Contracts & Agreements
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Employment Agreement between SEI and Michael Lane for Executive Vice President - Asset Management
Employment Agreements
SEI Investments Corp
Capital Markets
2024
SEI Investments Company 2014 Omnibus Equity Compensation Plan Restricted Stock Unit Agreement with Participant
Equity Distribution Agreements
SEI Investments Corp
Capital Markets
PA
2022
SEI Investments Company Employment Agreement with Michael Peterson (Executive Vice President and General Counsel)
Employment Agreements
SEI Investments Corp
Capital Markets
2019
SEI Investments Company 2014 Omnibus Equity Compensation Plan
Bonus & Incentive Agreements
SEI Investments Corp
Capital Markets
PA
2014
Term B Guaranty and Collateral Agreement among SEI Investments Company, LSV Employee Group III, LLC, and The PrivateBank and Trust Company (October 1, 2012)
Guaranty Agreements
SEI Investments Corp
Capital Markets
IL
2012
$300,000,000 Credit Agreement among SEI Investments Company and Lenders, with Wells Fargo as Administrative Agent (2012)
Credit Agreements
SEI Investments Corp
Capital Markets
PA
2012
$300,000,000 Credit Agreement among SEI Investments Company and Lenders, with Wells Fargo as Administrative Agent (2012)
Credit Agreements
SEI Investments Corp
Capital Markets
PA
2012
Amendment No. 1 to Amended and Restated Capital Support Agreement between SEI Daily Income Trust and SEI Investments Company
Modification Agreements
SEI Investments Corp
Capital Markets
2009
Amendment No. 1 to Amended and Restated Capital Support Agreement between SEI Daily Income Trust and SEI Investments Company
Financing Agreements
SEI Investments Corp
Capital Markets
2009
Standby Letter of Credit No. TPTS-690475 between JPMorgan Chase Bank, N.A., SEI Investments Company, and SEI Liquid Asset Trust Prime Obligation Fund
SEI Investments Corp
Capital Markets
2009
Standby Letter of Credit No. TPTS-703798 between JPMorgan Chase Bank, SEI Investments Company, and SEI Liquid Asset Trust Prime Obligation Fund
Financing Agreements
SEI Investments Corp
Capital Markets
2009
Standby Letter of Credit No. TPTS-707379 between JPMorgan Chase Bank, SEI Investments Company, and SEI Daily Income Trust Prime Obligation Fund
SEI Investments Corp
Capital Markets
2009
Standby Letter of Credit No. TPTS-728215 between JPMorgan Chase Bank, N.A., SEI Investments Company, and SEI Daily Income Trust Prime Obligation Fund
SEI Investments Corp
Capital Markets
2009
Rights Agreement between SEI Investments Company and American Stock Transfer & Trust Company, LLC (January 6, 2009)
SEI Investments Corp
Capital Markets
NY
2009
Amended and Restated Capital Support Agreement between SEI Investments Company and SEI Liquid Asset Trust (Prime Obligation Fund)
Funding Agreements
SEI Investments Corp
Capital Markets
2008
Amendment No. 12 to Capital Support Agreement between SEI Liquid Asset Trust (Prime Obligation Fund) and SEI Investments Company
Funding Agreements
SEI Investments Corp
Capital Markets
2008
Amended and Restated Capital Support Agreement between SEI Investments Company and SEI Daily Income Trust (Prime Obligation Fund)
Funding Agreements
SEI Investments Corp
Capital Markets
2008
JPMorgan Chase Bank Standby Letter of Credit for SEI Daily Income Trust Prime Obligation Fund (SEI Investments Company Applicant)
SEI Investments Corp
Capital Markets
2008
SEI Investments Company Employee Stock Purchase Plan (Amended and Restated as of May 20, 2008)
Equity Distribution Agreements
SEI Investments Corp
Capital Markets
PA
2008
Amendment No. 8 to Capital Support Agreement between SEI Liquid Asset Trust and SEI Investments Company
Funding Agreements
SEI Investments Corp
Capital Markets
2008
Amendment No. 9 to Capital Support Agreement between SEI Liquid Asset Trust and SEI Investments Company
Funding Agreements
SEI Investments Corp
Capital Markets
2008
Amendment No. 10 to Capital Support Agreement between SEI Liquid Asset Trust (Prime Obligation Fund) and SEI Investments Company
Funding Agreements
SEI Investments Corp
Capital Markets
2008
Amendment No. 11 to Capital Support Agreement between SEI Liquid Asset Trust (Prime Obligation Fund) and SEI Investments Company
Funding Agreements
SEI Investments Corp
Capital Markets
2008
SEI Investments Company Amended and Restated Employee Stock Purchase Plan (Effective May 20, 2008)
Bonus & Incentive Agreements
SEI Investments Corp
Capital Markets
PA
2008
Capital Support Agreement between SEI Investments Company and SEI Liquid Asset Trust Prime Obligation Fund (2007)
Funding Agreements
SEI Investments Corp
Capital Markets
2008
First Amendment to Capital Support Agreement between SEI Liquid Asset Trust Prime Obligation Fund and SEI Investments Company
Funding Agreements
SEI Investments Corp
Capital Markets
2008
Second Amendment to Capital Support Agreement between SEI Liquid Asset Trust (Prime Obligation Fund) and SEI Investments Company
Funding Agreements
SEI Investments Corp
Capital Markets
2008
Third Amendment to Capital Support Agreement between SEI Liquid Asset Trust (Prime Obligation Fund) and SEI Investments Company
Funding Agreements
SEI Investments Corp
Capital Markets
2008
Fourth Amendment to Capital Support Agreement between SEI Liquid Asset Trust (Prime Obligation Fund) and SEI Investments Company
Funding Agreements
SEI Investments Corp
Capital Markets
2008
Fifth Amendment to Capital Support Agreement between SEI Liquid Asset Trust (Prime Obligation Fund) and SEI Investments Company
Funding Agreements
SEI Investments Corp
Capital Markets
2008
Sixth Amendment to Capital Support Agreement between SEI Liquid Asset Trust (Prime Obligation Fund) and SEI Investments Company
Funding Agreements
SEI Investments Corp
Capital Markets
2008
Seventh Amendment to Capital Support Agreement between SEI Liquid Asset Trust (Prime Obligation Fund) and SEI Investments Company
Funding Agreements
SEI Investments Corp
Capital Markets
2008
Irrevocable Standby Letter of Credit No. TPTS-262982 between JPMorgan Chase Bank, N.A., SEI Investments Company, and SEI Liquid Asset Trust Prime Obligation Fund
SEI Investments Corp
Capital Markets
2008
Standby Letter of Credit No. TPTS-347612 between JPMorgan Chase Bank, SEI Investments Company, and SEI Liquid Asset Trust Prime Obligation Fund
SEI Investments Corp
Capital Markets
2008
Amendment No. 2 to Credit Agreement among SEI Investments Company, JPMorgan Chase Bank, and Lenders (March 19, 2008)
Credit Agreements
SEI Investments Corp
Capital Markets
NY
2008
Amendment No. 1 to Capital Support Agreement between SEI Daily Income Trust Prime Obligation Fund and SEI Investments Company
Funding Agreements
SEI Investments Corp
Capital Markets
2008
Standby Letter of Credit No. TPTS-347631 between JPMorgan Chase Bank, SEI Investments Company, and SEI Daily Income Trust
SEI Investments Corp
Capital Markets
2008
Capital Support Agreement between SEI Investments Company and SEI Daily Income Trust Prime Obligation Fund (November 8, 2007)
Funding Agreements
SEI Investments Corp
Capital Markets
2007
Capital Support Agreement between SEI Investments Company and SEI Daily Income Trust Money Market Fund (November 8, 2007)
Funding Agreements
SEI Investments Corp
Capital Markets
2007
Amendment No. 1 to Credit Agreement among SEI Investments Company, JPMorgan Chase Bank, and Lenders
Credit Agreements
SEI Investments Corp
Capital Markets
NY
2007
Irrevocable Standby Letter of Credit No. TPTS-233774 between JPMorgan Chase Bank, N.A., SEI Investments Company, and SEI Daily Income Trust Prime Obligation Fund
Financing Agreements
SEI Investments Corp
Capital Markets
2007
Irrevocable Standby Letter of Credit No. TPTS-241183 between JPMorgan Chase Bank, SEI Investments Company, and SEI Daily Income Trust Money Market Fund
SEI Investments Corp
Capital Markets
2007
SEI Investments Company 2007 Equity Compensation Plan
Bonus & Incentive Agreements
SEI Investments Corp
Capital Markets
PA
2007
Amendment 2006-1 to SEI Investments Company Amended and Restated Stock Option Plan
Modification Agreements
SEI Investments Corp
Capital Markets
2007
Amendment 2006-1 to SEI Investments Company 1997 Stock Option Plan
Stock Agreements
SEI Investments Corp
Capital Markets
2007
Amendment 2006-1 to SEI Investments Company 1998 Equity Incentive Plan
Modification Agreements
SEI Investments Corp
Capital Markets
2007
SEI Investments Company Employment Agreement with N. Jeffrey Klauder (Executive Vice President and General Counsel)
Employment Agreements
SEI Investments Corp
Capital Markets
2007
Amendment No. 2 to Credit Agreement among SEI Investments Company, JPMorgan Chase Bank, N.A., and Lenders
Credit Agreements
SEI Investments Corp
Capital Markets
NY
2006
Third Amendment to Loan Agreement between SEI Investments Company and U.S. Bank National Association (January 20, 2006)
Loan Agreements
SEI Investments Corp
Capital Markets
2006
Credit Facility Agreement between Royal Bank of Canada and SEI Investments Canada Company (January 14, 2003)
Credit Agreements
SEI Investments Corp
Capital Markets
2006
First Amendment to Credit Agreement between SEI Investments Canada Company and Royal Bank of Canada (June 15, 2005)
Credit Agreements
SEI Investments Corp
Capital Markets
2006
Second Amendment to Credit Agreement between SEI Investments Canada Company and Royal Bank of Canada
Credit Agreements
SEI Investments Corp
Capital Markets
2006
Guaranty and Collateral Agreement among SEI Investments Company, LSV Employee Group, LLC, and LaSalle Bank National Association
Guaranty Agreements
SEI Investments Corp
Capital Markets
IL
2006
Amendment No. 1 to Credit Agreement among SEI Investments Company and Lender Group
Credit Agreements
SEI Investments Corp
Capital Markets
NY
2006
Second Amendment to Loan Agreement between SEI Investments Company and U.S. Bank National Association
Loan Agreements
SEI Investments Corp
Capital Markets
2004
$200,000,000 364-Day Credit Agreement among SEI Investments Company and Lenders, dated September 15, 2003
Credit Agreements
SEI Investments Corp
Capital Markets
IL
2003
First Amendment to Loan Agreement between SEI Investments Company and U.S. Bank National Association (September 15, 2003)
Loan Agreements
SEI Investments Corp
Capital Markets
2003
Second Amendment to Note Purchase Agreement between SEI Investments Company and Noteholders (February 19, 2003)
Note Agreements
SEI Investments Corp
Capital Markets
CT
2003
Term Loan Agreement between SEI Investments Company and Firstar Bank, N.A. dated June 26, 2001
Loan Agreements
SEI Investments Corp
Capital Markets
2002
$25,000,000 Credit Agreement between SEI Investments Company and PNC Bank, National Association (December 21, 2001)
Credit Agreements
SEI Investments Corp
Capital Markets
2002
Twentieth Modification Agreement to Credit Agreement between PNC Bank and SEI Investments Company
Modification Agreements
SEI Investments Corp
Capital Markets
2001
$300,000,000 Credit Agreement among SEI Investments Company and Lenders, with Wells Fargo as Administrative Agent (June 13, 2016)
Credit Agreements
SEI Investments Corp
Capital Markets
PA
2016
Third Amendment to Credit Agreement among LSV Employee Group, LLC, LSV Asset Management, and Bank of America, N.A.
Credit Agreements
SEI Investments Corp
Capital Markets
IL
2011
Amendment No. 4 to Credit Agreement among SEI Investments Company and Lenders
Credit Agreements
SEI Investments Corp
Capital Markets
NY
2008
Amendment No. 3 to Credit Agreement among SEI Investments Company, JPMorgan Chase Bank, N.A., and Lenders
Credit Agreements
SEI Investments Corp
Capital Markets
NY
2008