CORPORATEFTSE JPX NET ZERO JAPAN INDEX SERIES ATTRIBUTION REQUIREMENTS
1. Official Documentation related to a licensed product or licensed fund (e.g. Financial Particulars,Circulars etc.), Advertising or Other Promotional Material
Unless otherwise agreed by the parties, there shall be incorporated in any scheme particulars,
offering circular, prospectus, or terms and conditions relating to the Licensed Product or Licensed
Fund or to any units or shares or other form of interest in the Licensed Fund or Licensed Product (orany similar documents relating to the Licensed Product or the shares or units in the Licensed Fund or
the terms and conditions for any issue or transfer of any of them), or in any material published by
the Licensee which specifically refers to the Licensed Product or the Licensed Fund a statement in
the following terms and substantially the same form:
The [INSERT PRODUCT/FUND] (the “[Product][Fund]”) has been developed solely by [NAME OF
LICENSEE]. The “[Product][Fund]” is/are not in any way connected to or sponsored, endorsed, soldor promoted by the London Stock Exchange Group plc and its group undertakings, including FTSE
International Limited (collectively, the “LSE Group”), JPX Market Innovation & Research, Inc (“JPXI”)
the (together, the “Licensor Parties”) or Japan Exchange Group, Inc. (“JPX”). FTSE Russell is a trading
name of certain of the LSE Group companies.
All rights in the [NAME OF INDEX OR PARENT INDEX] (the “Index”) vest in the Licensor Parties.
“FTSE®” and “FTSE Russell®” are a trade mark(s) of the relevant LSE Group company and are used byany other LSE Group company under license. “JPX” is a trade mark of JPX and is used by the LSEGroup under license.
The Index is calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner.
The Licensor Parties and JPX do not accept any liability whatsoever to any person arising out of (a)the use of, reliance on or any error in the Index or (b) investment in or operation of the[Product][Fund]. The Licensor Parties makes no claim, prediction, warranty or representation either
as to the results to be obtained from the [Product][Fund] or the suitability of the Index for thepurpose to which it is being put by [NAME OF LICENSEE].
2. Reports distributed to clients in all reports created by the Licensee and distributed to potential
and/or existing clients:
Source: London Stock Exchange Group plc and its group undertakings, including FTSE International
Limited (collectively, the “LSE Group”) and the JPX Market Innovation & Research, Inc (“JPXI”)(together, the “Licensor Parties”). © LSE Group [year]. FTSE Russell is a trading name of certain LSEGroup companies. “FTSE®” and “Russell®” are a trade mark(s) of the relevant LSE Group companies
and are used by any other LSE Group company under license. “JPX” is a trade mark of Japan
Exchange Group, Inc. (“JPX”) and is used by the LSE Group under license. All rights in the [NAME OF
INDEX OF PARENT INDEX] index(es) or data vest in the Licensor Parties. The Licensor Parties and JPX
do not accept any liability for any errors or omissions in the indexes or data and no party may rely on
any indexes or data contained in this communication. No further distribution of data from the LSEGroup is permitted without the relevant LSE Group company’s express written consent. The Licensor
Parties and JPX do not promote, sponsor or endorse the content of this communication.
3. Key Investor Information Document (KIID) to be issued or used in connection with a Licensed Fund
Licensee shall include the following notice (or a substitute notice approved by FTSE Russell inwriting, in its sole discretion) when referring to the LSE Group, the Indexes, or Data in any Key
Investor Information Document to be issued or used in connection with a Licensed Fund:CORPORATEThe “[Product][Fund]” is/are not in any way connected to or sponsored, endorsed, sold or promotedby the London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”),
JPX Market Innovation & Research, Inc (“JPXI”), or Japan Exchange Group, Inc. (“JPX”). FTSE, JPXI andJPX do not accept any liability whatsoever to any person arising out of the use of [Product][Fund] or
the underlying data.
The JPX index business was transferred from Tokyo Stock Exchange, Inc. (TSE) to JPX MarketInnovation & Research, Inc. (JPXI) in 2021.