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Internal: Process for completing a license transfer

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General overview

Most CS Professional Suite products are licensed to an individual. Products are required to be licensed to an individual rather than the firm because an individual must be responsible for upholding the license agreement.

The Licensee of any CS Professional Suite software cannot be changed without the completion of the appropriate License Transfer form. These forms are available to be sent to external users through MKT, and is accessible through the Send Message portlet of MKT.

Some general guidelines for the transfer process are as follows:

Order processing

License transfer fee

License transfer documents must be processed with payment. The fee may be waived by a Customer Service Specialist or above in extenuating circumstances or Thomson Reuters is requesting the firm complete a license transfer. We also do not charge a fee in the event the licensee is deceased.

If payment information was not provided, and it's not a situation in which the licensee is deceased, we are able to invoice the $75 transfer fee. Ensure there is not a status message in EMS that the firm is not eligible for financing orders. If they are ineligible to finance orders, payment must be provided at the time of processing

Current licensee signature must be obtained

Deceased licensee

Should the licensee be deceased, an authorized executor of the estate must sign the transfer document in place of the licensee, and include a brief note that as the Executor of the Estate they authorize the licenses to be transferred on the deceased licensee’s behalf. A copy of the official documentation from the court showing the executor has been appointed will be required when the signed form is returned.

Firm Delegate

There are several firm types that allow the firm to be the product licensee, instead of an individual. These firms will also need to have a Firm Delegate, and that will be the primary contact and person responsible for the software. These firms need use the Enterprise License Transfer form when a licensee change is requested.

The types of firms that are eligible to have a Firm Licensee and Firm Delegate are as follows:

The Firm Delegate will be indicted in EMS with a "Z" next to the contact's name. For more information on contact roles, see Flash and EMS contact role codes article.

Enterprise transfer form

Related Topics/Information:

Guidelines for changing a name, address, and/or licensing information

Process for Completing a Firm Merge

Internal: Process for Completing a Firm Split

Internal: Firm Types

Internal: Piracy Investigation and Resolution Guidelines