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variables in an economy, and how such relationships may
affect investment prices.
H. Knox will attempt to make the software include
an effective “Sales” type approach which will allow a
user who is a financial planner to introduce the
software’s (and his) abilities to a prospective client,
who must be “sold” in a very short presentation.
On July 9, 1984, the partnership and Knox executed another
Amendment to Research Contract. For an additional flat fee of
$241,500, Knox agreed to additional tasks specified as follows:
I. Knox will attempt to adapt the latest
techniques of educational psychology to make the
software a powerful teaching tool, to train the user in
each area of planning covered by the Research
Agreement. This training and teaching does not apply
to computer or software program use, but to financial
planning itself. Thus, it is hoped that the software
will teach financial planning as well as do financial
planning, both using software techniques which are new
and unique.
J. Knox will attempt to make the software, in its
functions as a planning, teaching, and sales tool
adaptable to the various primary distributors of
financial planning, such as banks, life insurance
companies, and securities brokers, so that their
particular products are emphasized and highlighted.
On November 29, 1987, the partnership and Knox executed
another Amendment to Research Agreement. That amendment stated
in part:
Whereas, Gregory A. Knox having agreed to do
research over an eleven year period, at the order and
specification of the partnership in exchange for
certain sums, to be paid entirely at the risk of the
partnership, and, such payments have been facilitated
by the previous assignment of partnership receivables
in the form of notes, the parties to such Research
Agreement hereby amend it according to the following
considerations:
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