ROYALTY RANGE DATABASES

Transcription

1 ROYALTY RANGE DATABASES Royalty rates Service fees Loan interest rates January 2018

2 WHY ROYALTYRANGE? RoyaltyRange data is fully compliant with the OECD guidelines and regulations. This means that, with RoyaltyRange, you can apply the newest OECD guidance to your projects. The benefits of our database Our high-quality data is fully compliant with the OECD BEPS requirements. Each agreement is manually analyzed for a large number of comparability factors. We provide detailed, manually prepared summaries of the agreement terms and comparability factors. The data is fully analyzed, clean, structured and manually prepared for each agreement. We do not use duplicates, redacted agreements, undisclosed remuneration terms or remuneration types other than percentages. Parties to the agreements are checked for independence by pulling data from other sources. All information is provided in Excel or Word, along with links to original sources and PDFs. The data is continually improving through constant usage and new information. An easy-to-perform analysis can be completed in a matter of hours by accepting or rejecting agreements that have already been analyzed, and double-checking them for quality. One of the main advantages of RoyaltyRange is that the data does not require much additional work from your side. The high-quality, consistent and detailed data saves time, and increases the productivity and quality of your research and deliverables.

3 OUR ROYALTY RATE DATA The RoyaltyRange database consists of royalty rates reports that contain manually gathered and analyzed data, meaning that each report is a result of deep and thorough analysis. What do the reports contain? The reports contain more than 50 detailed and standardized comparability factors of royalty rates and licensing terms. Each report is supplemented with original non-redacted agreements, as well as filings and other types of documents, from which the data is gathered. Each report contains: a detailed analysis of the identification of intangibles and their legal owner; characterization of the transaction involving the intangibles; the royalty rate percentage; and a detailed functional, risk, cost and asset analysis. What do the reports not contain? The following types of agreements are not included in the database: Agreements between related parties (typically not included) Agreements with undisclosed remuneration mechanisms Royalty-free agreements Agreements where royalties are expressed in forms other than percentages Agreements with individuals, universities and other non-commercial entities (typically not included) Easy-to-use data One of the main advantages of RoyaltyRange is that our data does not require much additional work from the client s side. This is why agreements that cannot be used in real analysis are rejected during the database compilation process, so that our clients do not need to do this work each time.

4 OUR ROYALTY RATE DATA The royalty rate reports contain more than 50 detailed and standardized comparability factors of royalty rates and licensing terms.

5 ROYALTY RATES DATA COMPARABILITY FACTORS AND DATABASE FILTER OPTIONS Data comparability factors Type of intellectual property Cessation date R&D functions Functions costs Base Industry description Duration terms Marketing functions Risks costs Other payments Licensor Product limitation R&D control Other party costs Compensation details Licensor s activities Exclusivity Protection of intangibles R&D costs Document title Licensee Usage restrictions Quality control Marketing costs Links to original sources Licensee s activities Legal protection Unsuccessful R&D risks Employee knowledge Patent/trademark no. Object description Useful life Unsuccessful marketing risks Transfer type rights Patent/trademark synopsis Geographical scope Development stage Product obsolescence risks Transfer type intangibles Patent/trademark image Agreement date Enhancements Infringement risks Transfer type with goods Effective date Future benefits Product liability risks Royalty rate Database filter options Keywords Term of the licence Industry Royalty rate Industrial classification - NACE Search by the parties Geographical scope Full-text search Industrial classification - SIC Exclusivity Royalty base Boolean search Intellectual property type

6 SUBSCRIPTION AND CREDITS PLANS Subscription Credits Standard LITE Standard Enterprise Contract length 6 months 12 months 12 months unlimited unlimited Number of searches unlimited unlimited unlimited unlimited unlimited Downloadable reports unlimited unlimited unlimited Number of users 1 1 to Outsource search to us x x 3 per month x x Price Price Monthly split x x Total 2,100 3,600 4, ,200 Support Support Live online training Live chat support Phone support Search assistance

7 DATABASE SEARCH

8 OUR SERVICE FEE DATA The RoyaltyRange service agreement database provides detailed data on the most recent agreements involving various types of services. The service agreement database consists of service fee reports that contain manually gathered and analyzed data, meaning that each report is a result of a deep and thorough analysis. The reports contain 20 detailed and standardized comparability factors of service fees and service terms. Each report is supplemented with original agreements.

9 TYPES OF SERVICE AGREEMENTS The RoyaltyRange service agreement database contains service fee data for the following types of agreements: Types of agreements: Fee type: Fee base: Industries: Accounting services Acquisition fee Labour administration fee Acquisition expense Airport services Administrative services Advisory fee Leasing fee Adjusted invested asset Apparel Advertising distribution services Agency fee Management fee Aggregate net asset value Banking Advisory services Architect's fee Marketing support fee Aggregate net income Chemical Agency services Asset management fee Merchant goods fee Amount of placed bond Cosmetics Architectural services Augmentation fee NOI fee Average market value Ecology Asset management services Base management fee Operations fee Construction cost Electronics Broker services Bonus fee Origination fee Contract sales price Energy Buying agency services Brokerage commission Oversight fee Cost of investment Engineering Building construction services Buying commission Percentage fee Cost of work Food Construction management Close out fee Performance fee EBITDA Healthcare Construction services Commercial management fee Placing commission Excess cash flow Hospitality Consulting services Commission Property acquisition fee Financing amount Information Technology Distribution services Compensation for basic services Property management fee F.O.B. price Insurance Executive services Construction management fee Quarterly fee Funding Loan brokerage Financial advisory services Construction services fee Real estate commission fee Gross cash Logistics Investment banking service Contractor's fee Redevelopment fee Gross equity Mining Investment management Corporate overhead reimbursement Referral fee Gross income Railways Lease Data center fee Sales commission Gross invoice value Real Estate Management consulting Debt financing fee Search fee Gross loan amount REIT Management services Development fee Servicing fee Gross proceed Telecommunication Placing agency services Disposition fee Solicitation commission Gross profit Waste management Procurement services Early start work fee Subscription processing fee Gross rent Property management services Excess inventory commission Success fee Gross revenue Reinsurance brokerage Expense reimbursement Supplier variance commission Gross sale Reseller services Fee Gross written premium Sales agency services FF&E fee Lease payment Solicitation agency service Financing fee Net asset value Sourcing services Finder's fee Net billing Technical services Import agent fee Net invoice price Technology outsourcing Incentive management fee Net receipt Underwriting services Initial administration fee Net sale Installation fee Operating cash flow Investment management fee Real estate commission

10 OUR SERVICE FEE DATA COMPARABILITY FACTORS AND DATABASE FILTER OPTIONS Data comparability factors Service type Service description Fee type Industry description Geographical scope Fee summary Service recipient Term of agreement Other payments Recipient s activities Exclusivity Remuneration details Service provider Fee Document title Provider s activities Base Links to original sources Database filter options Keywords Term of agreement Fee type Industrial classification NACE Industry Exclusivity Industrial classification SIC Search by the parties Full-text search Service type Base type Boolean search Geographical scope Fee rate

11 SUBSCRIPTION AND CREDITS PLANS Subscription Credits Standard LITE Standard Enterprise Contract length 6 months 12 months 12 months unlimited unlimited Number of searches unlimited unlimited unlimited unlimited unlimited Downloadable reports unlimited unlimited unlimited Number of users 1 1 to Outsource search to us x x 3 per month x x Price Price Monthly split x x Total 2,400 4,200 5, ,400 Support Support Live online training Live chat support Phone support Search assistance

12 DATABASE SEARCH

13 OUR LOAN AGREEMENTS DATA Your subscription plans will enable you to access our premier-quality loan agreement database and receive high-quality loans data for a wide range of purposes from transfer pricing and international tax to assurance and legal applications. Our database is manually compiled and constantly reviewed by our team of expert data analysts. This allows us to achieve premium data quality. Data comparability factors Transaction type Maturity date Facility fee rate Transaction description Interest rate types Compensation details Lender LIBOR margin Collateral Borrower LIBOR base Early repayment option Borrower's industry Base rate margin Repayment terms Borrower's location Base rate Late payment interest Borrower's credit ratings Eurodollar margin Other details Amount Eurodollar base rate Document title Base currency Other margins Links to original sources Optional currencies Term of the agreement Other base rates Fixed rate Database filter options Borrower's credit ratings: S&P / Moody's / Fitch Term of agreement Borrower's location Type of transaction Keywords Maturity date Collateral Margin / fixed rate Industrial classification NACE Borrowing currency Early repayment option Industry Industrial classification SIC Amount Interest rate type

14 SUBSCRIPTION PLANS Subscription Standard Enterprise Contract length 12 months 12 months Number of searches unlimited unlimited Downloadable reports unlimited unlimited Number of users 1 to 2 2+ Outsource search to us x 3 per month Price Monthly split Total 4,800 7,200 Support Live online training Live chat support Phone support Search assistance

15 ADDITIONAL SERVICES: BENCHMARKING STUDY A benchmarking study is a detailed comparison of publicly available agreements in order to determine the arm s length remuneration for specific products or services. Following the search criteria given by the client, we conduct a comparable uncontrolled price (CUP) analysis to determine an arm s length (market) range of rates. The search is performed in the RoyaltyRange proprietary database. Each report is supplemented with original unredacted agreements as well as filings and other types of documents from which the data is gathered. The search process consists of the following stages, which are documented in the benchmarking study report in detail: Quantitative screening. The search process yields a list of potentially comparable reports. Qualitative screening. The sample is manually reviewed and the final set of reports is selected. Financial analysis. The range of rates for third-party agreements, an inter-quartile arm s length (market) rates range, and a median are calculated.

16 BENCHMARKING STUDY IN NUMBERS Our fee for performing one benchmarking study is EUR 1,500 (plus VAT). This price covers preparation of a benchmarking study from A to Z which consists of the following documents: A benchmarking study report presentation containing the description of the search, steps of the analysis and calculation of an arm s length rates range. An appendix with a list of all primary reports used during the quantitative screening and a list of all final reports used during the qualitative screening. PDF sources of the original agreements used in the calculation of the rates range. The term for the preparation of one benchmarking study is about four working days after the payment. The presentation of the results can be tailored to the specific needs and formats of our clients, following their standard practice.

17 ADDITIONAL SERVICES: ONE SEARCH The search service is a fast and convenient way to get premium-quality and relevant rates data on the same or next day following your request. The whole procedure takes only a few steps: Place a request with us, indicating your search strategy; within hours, you will receive a list of potentially comparable agreements at no cost. Review the detailed information on each agreement, including object, territory, fee base, term, etc. Check whether this is relevant and contains a sufficient number of reports for your project. Make a payment. The standard price for one search service is 400 (for royalty rates) and 500 (for service fees). Receive all reports relating to your search strategy, including links to original sources, and full texts of original agreements and filings.

18 WHY ROYALTYRANGE? RoyaltyRange data is fully compliant with the OECD guidelines and regulations. This means that, with RoyaltyRange, you can apply the newest OECD guidance to your projects. The benefits of our database Our high-quality data is fully compliant with the OECD BEPS requirements. Each agreement is manually analyzed for a large number of comparability factors. We provide detailed, manually prepared summaries of the agreement terms and comparability factors. The data is fully analyzed, clean, structured and manually prepared for each agreement. We do not use duplicates, redacted agreements, undisclosed remuneration terms or remuneration types other than percentages. Parties to the agreements are checked for independence by pulling data from other sources. All information is provided in Excel or Word, along with links to original sources and PDFs. The data is continually improving through constant usage and new information. An easy-to-perform analysis can be completed in a matter of hours by accepting or rejecting agreements that have already been analyzed, and double-checking them for quality. One of the main advantages of RoyaltyRange is that the data does not require much additional work from your side. The high-quality, consistent and detailed data saves time, and increases the productivity and quality of your research and deliverables.

19 If you have any questions or comments, please do not hesitate to contact us. Thank you South Street Romford RM1 1TE United Kingdom Brussels EU Commission Rond Point Schuman 6 Brussels, 1040 Belgium Maciachini Park, Mac4 Via Benigno Crespi 19 4th floor Milan, Italy RoyaltyRange info@royaltyrange.com