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ROYALTY RANGE DATABASES © 2018 RoyaltyRange January 2018 Royalty rates | Service fees | Loan interest rates
ROYALTY RANGE DATABASES
© 2018 RoyaltyRange
January
2018
Royalty rates | Service fees | Loan interest rates
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.
© 2018 RoyaltyRange
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.
© 2018 RoyaltyRange
OUR ROYALTY RATE DATA
© 2018 RoyaltyRange
The royalty rate reports contain more than 50 detailed and standardized comparability factors of royalty rates and licensing terms.
ROYALTY RATES DATA COMPARABILITY FACTORSAND DATABASE FILTER OPTIONS
© 2018 RoyaltyRange
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
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
SUBSCRIPTION AND CREDITS PLANS
© 2018 RoyaltyRange
Subscription Credits
Standard
LITEStandard Enterprise 50 300
Contract length 6 months 12 months 12 months unlimited unlimited
Number of searches unlimited unlimited unlimited unlimited unlimited
Downloadable reports unlimited unlimited unlimited 50 300
Number of users 1 1 to 2 2+ 1 1
Outsource search to us x x 3 per month x x
Price Price
Monthly split €350 €300 €400 x x
Total €2,100 € 3,600 €4,800 €750 €2,200
Support Support
Live online training ✓ ✓ ✓ ✓ ✓
Live chat support ✓ ✓ ✓ ✓ ✓
Phone support ✓ ✓ ✓ ✓ ✓
Search assistance ✓ ✓ ✓ ✓ ✓
DATABASE SEARCH
© 2018 RoyaltyRange
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.
© 2018 RoyaltyRange
TYPES OF SERVICE AGREEMENTS
The RoyaltyRange service agreement database contains service fee data for the following types of agreements:
© 2018 RoyaltyRange
Types of agreements: Fee type: Fee base: Industries:Accounting services Acquisition fee Labour administration fee Acquisition expense Airport servicesAdministrative services Advisory fee Leasing fee Adjusted invested asset ApparelAdvertising distribution services Agency fee Management fee Aggregate net asset value BankingAdvisory services Architect's fee Marketing support fee Aggregate net income ChemicalAgency services Asset management fee Merchant goods fee Amount of placed bond CosmeticsArchitectural services Augmentation fee NOI fee Average market value EcologyAsset management services Base management fee Operations fee Construction cost ElectronicsBroker services Bonus fee Origination fee Contract sales price EnergyBuying agency services Brokerage commission Oversight fee Cost of investment EngineeringBuilding construction services Buying commission Percentage fee Cost of work FoodConstruction management Close out fee Performance fee EBITDA HealthcareConstruction services Commercial management fee Placing commission Excess cash flow HospitalityConsulting services Commission Property acquisition fee Financing amount Information TechnologyDistribution services Compensation for basic services Property management fee F.O.B. price InsuranceExecutive services Construction management fee Quarterly fee Funding Loan brokerageFinancial advisory services Construction services fee Real estate commission fee Gross cash LogisticsInvestment banking service Contractor's fee Redevelopment fee Gross equity MiningInvestment management Corporate overhead reimbursement Referral fee Gross income RailwaysLease Data center fee Sales commission Gross invoice value Real EstateManagement consulting Debt financing fee Search fee Gross loan amount REIT
Management services Development fee Servicing fee Gross proceed TelecommunicationPlacing agency services Disposition fee Solicitation commission Gross profit Waste managementProcurement services Early start work fee Subscription processing fee Gross rentProperty management services Excess inventory commission Success fee Gross revenueReinsurance brokerage Expense reimbursement Supplier variance commission Gross saleReseller services Fee Gross written premiumSales agency services FF&E fee Lease paymentSolicitation agency service Financing fee Net asset valueSourcing services Finder's fee Net billingTechnical services Import agent fee Net invoice priceTechnology outsourcing Incentive management fee Net receiptUnderwriting services Initial administration fee Net sale
Installation fee Operating cash flowInvestment management fee Real estate commission
OUR SERVICE FEE DATA COMPARABILITY FACTORSAND DATABASE FILTER OPTIONS
© 2018 RoyaltyRange
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
SUBSCRIPTION AND CREDITS PLANS
© 2018 RoyaltyRange
Subscription Credits
Standard
LITEStandard Enterprise 50 300
Contract length 6 months 12 months 12 months unlimited unlimited
Number of searches unlimited unlimited unlimited unlimited unlimited
Downloadable reports unlimited unlimited unlimited 50 300
Number of users 1 1 to 2 2+ 1 1
Outsource search to us x x 3 per month x x
Price Price
Monthly split €400 €350 €450 x x
Total €2,400 € 4,200 €5,400 €800 €2,400
Support Support
Live online training ✓ ✓ ✓ ✓ ✓
Live chat support ✓ ✓ ✓ ✓ ✓
Phone support ✓ ✓ ✓ ✓ ✓
Search assistance ✓ ✓ ✓ ✓ ✓
DATABASE SEARCH
© 2018 RoyaltyRange
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.
© 2018 RoyaltyRange
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 ✓ Other base rates
✓ Term of the agreement ✓ 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
SUBSCRIPTION PLANS
© 2018 RoyaltyRange
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 €400 €600
Total € 4,800 €7,200
Support
Live online training ✓ ✓
Live chat support ✓ ✓
Phone support ✓ ✓
Search assistance ✓ ✓
ADDITIONAL SERVICES: BENCHMARKING STUDY
© 2018 RoyaltyRange
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.
BENCHMARKING STUDY IN NUMBERS
© 2018 RoyaltyRange
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.
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.
© 2018 RoyaltyRange
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.
© 2018 RoyaltyRange
If you have any questions or comments, please do not hesitate to contact us.
Thank you.
+442037347558
138 South Street
Romford
RM1 1TE
United Kingdom
© 2018 RoyaltyRange
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Commission
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Brussels, 1040
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Italy
RoyaltyRange
www.royaltyrange.com
