Account Servicing Sample Clauses

Account Servicing. On behalf of Bank, Client shall, acting alone or through Client’s Affiliates and/or Subcontractors approved by Bank in accordance with the Agreement and this Addendum, service and administer the Credit Builder Accounts pursuant to the Accepted Servicing Practices. Such servicing shall include, to the extent the Parties agree that such services are to be provided under the Program in accordance with the Accepted Servicing Practices, approval and/or denial of Applications pursuant to the Credit Underwriting Standards, performing customer identification services, preparation and delivering of Credit Builder Account statements, undertaking collections, providing customer service, crediting Credit Builder Accounts in respect of payments and adjustments, resolving customer disputes, reporting Credit Card Account activity to consumer reporting agencies and providing such other services as are ordinary and customary for a servicer of Credit Builder Accounts. Client shall service and administer each Credit Builder Account in accordance with the Accepted Servicing Practices for the benefit of Bank, and shall have full power and authority, acting alone or through its designee, to do any and all things in connection with such servicing and administration as limited by Accepted Servicing Practices. Client shall perform such servicing in compliance with Applicable Law. The Accepted Servicing Practices shall be subject to Bank’s prior written approval, and shall include (but not be limited to): policies and procedures to ensure the Credit Builder Account’s and Bank’s compliance with, to the extent applicable, Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Regulation E (Electronic Fund Transfer Act), the Fair Credit Reporting Act (and its accompanying Regulation V), the Fair Debt Collection Practices Act (and its accompanying Regulation F) (and similarly applicable state laws), UDAAP, the Military Lending Act (MLA), the Servicemembers Civil Relief Act (SCRA), the Bank Secrecy Act, the Electronic Signatures in Global and National Commerce Act (E-SIGN) and applicable fair lending standards. Client shall obtain and maintain all licenses (including, but not limited to, loan servicing licenses, loan broker licenses and debt collection licenses) that Client reasonably determines are necessary under Applicable Law (based on the advice of counsel) for Client to perform its obligations under this Agreement.

Account Servicing. (a) ______and the Plans and their Participants are entitled to receive all regular mailings to owners of the same type of Fund, including confirmations, financial statements, proxy materials and other communications required by law or regulation. (b) Excluding accounts opened or modified electronically through the NSCC, _______shall promptly furnish Distributor with the original or a copy of the account application in the form provided by Distributor for each Fund, including the tax identification number certification. (c) ________will receive all reports and statements as the Funds may furnish with respect to shareholder accounts in such amounts as ____________ may reasonably request. (d) Distributor may not mail sales literature and other Distributor related information directly to the Plans or their Participants unless the Plans or their Participants are affiliates of ____________ or pre-existing customers or clients of Distributor. (e) shall maintain a record of the numbers of Fund shares held by the Accounts on behalf of the Plans and their Participants, and a record of the numbers of such shares attributable to the Plans and Participants having an interest in such Accounts. shall also maintain records of residence or company address and taxpayer identification number of each Plan and Participant and indicate, if applicable, whether such shares are held in certificate form. (f) _______shall investigate all inquiries from Plan Representatives or Participants relating to their interests in the Accounts and shall respond to all communications from Plan Representatives or Participants and others relating to duties under this Agreement and such other correspondence as may from time to time be agreed upon by the parties. No person is authorized to make any representations concerning the Funds or their shares except those contained in the Funds' then current prospectuses or statements of additional information and any such information as may be officially designated as information supplemental to the prospectuses. (g) or the Plan trustee at the request of, shall address and mail to Plan Representatives (and/or Participants if required by applicable law) on a timely basis all reports to shareholders, dividend and distribution notices, and proxy material for each of the Fund's meetings of shareholders as required by applicable law. In connection with meetings of shareholders, and to the extent required by applicable law, , or the trustee of the Plans at the re...

Account Servicing. Facilitate initial account set up and transfers and serve as ongoing li- aison between you and the Account custodian to handle account maintenance. Adviser will not take title to or custody of any assets. Adviser will not, on behalf of client, vote proxies or make decisions regarding class ac- tion law suits (a) Exhibit C: Advisory Fees, Exhibit D: Electronic Communication Policy, Part 2 of Form ADV as filed by Advisor with the Securities and Exchange Commission (including biographical information on persons who will have responsibility for advising Client or implementing transactions in Client Accounts); and Advisor’s Privacy Notice. Client will not require or expect Advisor to take any action or render any advice with re- spect to the voting of proxies with respect to any securities in the Accounts. Advisor is also not responsible for voting class action lawsuits.

Account Servicing. (a) All orders for KeHE accounts must be submitted through KeHE. All orders will be centralized and batched at KeHE and transmitted to Artisanal electronically in a CSV file by email at ▇▇▇▇@▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇. (b) All orders shall be cut, wrapped and boxed by Artisanal using the same quality of materials and packaging standards employed by Artisanal.

Account Servicing. Facilitate initial account set up and transfers and serve as ongoing li- aison between you and the Account custodian to handle account maintenance. Adviser will not take title to or custody of any assets. Adviser will not, on behalf of client, vote proxies or make decisions regarding class ac- tion law suits

Account Servicing. From and after the Closing of the Loan, Borrower shall direct all payments to Lender at the address listed above or such other address as Lender may designate from time to time. At Lender’s option at any time, Lender and Borrower shall establish a collection account with a commercial servicer (“Collection Agent”) to which Borrower shall direct all payments on behalf of Lender and shall execute such standard form(s) of agreement with Collection Agent as are reasonably required. The costs to establish and maintain the servicing account shall be paid by Borrower, and the costs shall be no more than are customarily charged for account servicing in Maricopa County, Arizona. The following shall apply in connection with Borrower’s payments: (a) A payment shall be deemed to have been paid to Lender as of the date the payment is processed by Lender or Collection Agent as long as Borrower’s check is honored by Borrower’s bank. Borrower acknowledges that the processing of funds by Lender shall be performed in the ordinary course of Lender’s business and that the time involved in the processing may vary depending upon the administrative workload of Lender. Any payment received by Lender shall be conditionally accepted (and shall be not deemed late as long as Lender receives payment by the date required by this Agreement) by Lender until such time as the processing of the payment is completed. (b) Payments shall be applied in the order received by Lender and as provided in the Note (as defined in this Agreement). (c) Borrower shall make payments to Lender as required by the Note and other Loan Documents without the need for a notice from Lender to Borrower that any payment is due.

Account Servicing. The Plan Supervisor shall provide account management services. The Plan Supervisor shall make available to the Adopting Employer a client service representative to respond to questions regarding general administrative issues and plan design. The client service representative shall respond to all inquiries by the next business day.

Account Servicing. At the Closing the Loan shall be serviced by Lender. The costs to establish and maintain the servicing account shall be paid by Borrower, and the costs shall be what are customarily charged for account servicing in Maricopa County, Arizona. The following shall apply in connection with the servicing: (a) A payment shall be deemed to have been paid to Lender as of the date the payment is processed by Lender as long as Borrower's check is honored by Borrower's bank. Borrower acknowledges that the processing of funds by Lender shall be performed in the ordinary course of Lender's business and that the time involved in the processing may vary depending upon the administrative workload of Lender. Any payment received by Lender shall be conditionally accepted by Lender until such time as the processing of the payment is completed. (b) Payments shall be applied in the order received by Lender and as provided in the Note (as defined in this Agreement). (c) Borrower shall make payments to Lender as required by the Note and other Loan Documents without the need for a notice from Lender to Borrower that any payment is due. (d) In addition to a statement for a full payoff of the unpaid balance of the Loan, Lender shall give Borrower a statement showing the account activity as requested by Borrower, but not more than two (2) times during the Term.

Account Servicing. Facilitate initial account set up and transfers and serve as ongoing li- aison between you and the Account custodian to handle account maintenance. Adviser will not take title to or custody of any assets. Adviser will not, on behalf of client, vote proxies or make decisions regarding class ac- tion law suits (1) For the services rendered hereunder, a percentage (per annum) of assets being advised, computed and payable quarterly in arrears on the basis of assets under manage- ment as of the end of each calendar quarter, as follows: First five million of assets 0.5% Next five million of assets 0.4% Assets in excess of $10 million 0.3% Fees for assets under management for less than a full quarter shall be pro-rated. (2) Compensation for services and analysis outside the scope of services will be subject to a separate arrangement. (3) Assets in more than one Account shall be aggregated for purpose of calculat- ing the Asset Fee and the Asset Fee shall be pro-rated among the Accounts in proportion to asset values, or on such other basis as the Advisor may reasonably determine. (4) Transaction charges by the broker and custodian are in addition to the amounts provided for in paragraph (1), inclusive. (5) Advisor may agree to waive these charges on an Account that is set up for the purposes of solely custodying assets for which the full Scope of Services is not desired by Client, and such assets shall be deemed to be held in a “non-advised” account. (6) In the event that fixed fees or hourly charges are provided for in connection with atypical services, Advisor shall not require prepayment of a fee more than six months in advance or a payment in advance in excess of $1,200. At Porter White Investment Advisors, Inc. (“Advisor”), we have policies and procedures in place to protect our clients’ privacy, as well as the confidentiality of sensitive commu- nications with our clients. Most forms of communication we utilize are extremely safe. Electronic mail (e-mail) may not, however, be as reliable or secure as other forms of communication. Pursuant to SEC Release 1562, we are permitted to send you information via e-mail with your express written permission. If you would like to utilize e-mail as a means of com- munication in matters we handle for you, kindly provide us with your consent below. You may, of course, withdraw this consent at any time. By granting consent, you acknowledge the following: