Customer Notice

Effective as of October 1, 2023, in accordance with the terms of the EMS Subscriber Agreement (the “Agreement”), SS&C Eze is providing notice that the terms of the Agreement will be modified and replaced by the EMS Subscriber Agreement (version 10.1.23) posted here for professional subscribers and here for non-professional subscribers. The links are also listed below.

The Agreement governs your use of certain Services provided by SS&C Eze, including the Eze EMS, Eze EMS API, Eze EMS xAPI, Eze Market Data, and other related services. The highlights of the changes are listed below, and the redlined versions compared to the 12.1.22 versions are posted here for professional subscribers and here for non-professional subscribers.

October 1, 2023 downloadable versions:

For professional subscribers: https://emsportal.ezesoft.com/forms/pdfs/pro_subscriber.pdf

For non-professional subscribers: https://emsportal.ezesoft.com/forms/pdfs/non_pro_subscriber.pdf

October 1, 2023 downloadable redlined versions:

For professional subscribers: https://emsportal.ezesoft.com/forms/pdfs/pro_subscriber_compare_to_12.1.22_version.pdf

For non-professional subscribers: https://emsportal.ezesoft.com/forms/pdfs/nonpro_subscriber_compare_to_12.1.22_version.pdf

What You Should Know

• The new EMS Subscriber Agreement will not replace an existing agreement on October 1, 2023, if the terms of your existing agreement do not permit SS&C Eze to modify the agreement upon 1 calendar month’s prior notice through posting on www.ezesoft.com.

What You Need to Do

• No action is needed.

Highlights of Changes

• GDPR Addendum has been updated.

Questions

• If You have any questions regarding this Customer Notice, please contact North American Client Service at 1-800-997-9630, European Service at +44 0207 786 5080, Asia Pacific Service at +852-3664-1070 or via email for all regions at EZE-Eze.clientservice@sscinc.com.