ALPS’ Responsibilities. In connection with its performance of TA IVR, ALPS shall: (a) receive transaction requests submitted via telephone to the TA IVR processing server and route transaction requests to the ALPS’ transfer agency system; (b) for each transaction request received, route transaction information from the ALPS’ transfer agency system to the IVR server to be heard by users; and (c) provide a detailed proposal, including cost and a timeline, for any custom design or programming requested by the Fund.
Appears in 13 contracts
Sources: Transfer Agency and Services Agreement, Transfer Agency and Services Agreement (Northeast Investors Growth Fund Inc), Transfer Agency and Service Agreement (Whitebox Mutual Funds)
ALPS’ Responsibilities. In connection with its performance of TA IVR, ALPS shall:
(a) receive transaction requests submitted via telephone to the TA IVR processing server and route transaction requests to the ALPS’ transfer agency system;
(b) for each transaction request received, route transaction information from the ALPS’ transfer agency system to the IVR server to be heard by users; and
(c) provide a detailed proposal, including cost and a timeline, for any custom design or programming requested by the FundTrust.
Appears in 10 contracts
Sources: Transfer Agency and Services Agreement (Financial Investors Trust), Transfer Agency and Services Agreement (Financial Investors Trust), Transfer Agency and Services Agreement (Financial Investors Trust)
ALPS’ Responsibilities. In connection with its performance of TA IVR, ALPS shall:
(a) receive transaction Transaction requests submitted via telephone to the TA ALPS IVR processing server and route transaction Transaction requests to the ALPS’ ALPS transfer agency system;
(b) for each transaction Transaction request received, route transaction Transaction information from the ALPS’ ALPS transfer agency system to the IVR server to be heard by usersUsers; and
(c) provide a detailed proposal, including cost and a timeline, for any custom design or programming requested by the Fundperform all other ALPS obligations as set forth in this Agreement.
Appears in 8 contracts
Sources: Transfer Agency Interactive Client Services Agreement (Transparent Value Trust), Transfer Agency Interactive Client Services Agreement (Financial Investors Trust), Transfer Agency Interactive Client Services Agreement (Caldwell & Orkin Funds Inc)
ALPS’ Responsibilities. In connection with its performance of TA IVRWeb, ALPS shall:
(a) receive transaction Transaction requests submitted via telephone electronically transmitted to the TA IVR processing server ALPS Web Site via the Internet following execution of a link from the Investment Company Web Site to the ALPS Web Site and route transaction Transaction requests to the ALPS’ transfer agency system;
(b) for each transaction Transaction request received, route transaction Transaction information from the ALPS’ transfer agency system to the IVR server ALPS’ Web Site to be heard viewed by users; andUsers;
(c) provide a detailed proposal, including cost and a timeline, for any custom design or programming requested by perform all other ALPS obligations as set forth in the FundAgreement.
Appears in 3 contracts
Sources: Transfer Agent Interactive Client Services Agreement (Forward Funds), Transfer Agent Interactive Client Services Agreement (Cornercap Group of Funds /Va/), Transfer Agent Interactive Client Services Agreement (Utopia Funds)
ALPS’ Responsibilities. In connection with its performance of TA IVR, ALPS shall:
(a) receive transaction Transaction requests submitted via telephone to the TA ALPS IVR processing server and route transaction Transaction requests to the ALPS’ transfer agency system;
(b) for each transaction Transaction request received, route transaction Transaction information from the ALPS’ transfer agency system to the IVR server to be heard by users; andUsers;
(c) provide a detailed proposal, including cost and a timeline, for any custom design or programming requested by the Fundperform all other ALPS obligations as set forth in this Agreement.
Appears in 3 contracts
Sources: Transfer Agent Interactive Client Services Agreement (Forward Funds), Transfer Agency and Services Agreement (Forward Funds), Transfer Agency and Services Agreement (Forward Funds)
ALPS’ Responsibilities. In connection with its performance of TA IVR, ALPS shall:
(a) receive transaction Transaction requests submitted via telephone to the TA ALPS IVR processing server and route transaction Transaction requests to the ALPS’ ALPS transfer agency system;
(b) for each transaction Transaction request received, route transaction Transaction information from the ALPS’ ALPS transfer agency system to the IVR server to be heard by users; andUsers;
(c) provide a detailed proposal, including cost and a timeline, for any custom design or programming requested by the Fundperform all other ALPS obligations as set forth in this Agreement.
Appears in 2 contracts
Sources: Transfer Agency Interactive Client Services Agreement (Financial Investors Trust), Transfer Agency Interactive Client Services Agreement (Heartland Group Inc)
ALPS’ Responsibilities. In connection with its performance of TA IVRWeb, ALPS shall:
(a) receive transaction Transaction requests submitted via telephone electronically transmitted to the TA IVR processing server ALPS Web Site via the Internet following execution of a link from the Investment Company Web Site to the ALPS Web Site and route transaction Transaction requests to the ALPS’ transfer agency system;.
(b) for each transaction Transaction request received, route transaction Transaction information from the ALPS’ , transfer agency system to the IVR server ALPS’ Web Site to be heard viewed by users; andUsers;
(c) provide a detailed proposal, including cost and a timeline, for any custom design or programming requested by perform all other ALPS obligations as set forth in the FundAgreement.
Appears in 1 contract
Sources: Transfer Agent Interactive Client Services Agreement (Shelton Greater China Fund)
ALPS’ Responsibilities. In connection with its performance of TA IVR, ALPS shall:
(a) receive transaction requests submitted via telephone to the TA IVR processing server and route transaction requests to the ALPS’ ALPS transfer agency system;
(b) for each transaction request received, route transaction information from the ALPS’ ALPS transfer agency system to the IVR server to be heard by users; and
(c) provide a detailed proposal, including cost and a timeline, for any custom design or programming requested by the FundTrust.
Appears in 1 contract
Sources: Transfer Agency and Services Agreement (James Advantage Funds)
ALPS’ Responsibilities. In connection with its performance of TA IVRWeb, ALPS shall:
(a) receive transaction Transaction requests submitted via telephone electronically transmitted to the TA IVR processing server ALPS Web Site via the Internet following execution of a link from the Investment Company Web Site to the ALPS Web Site and route transaction Transaction requests to the ALPS’ ' transfer agency system;
(b) for each transaction Transaction request received, route transaction Transaction information from the ALPS’ ' transfer agency system to the IVR server ALPS' Web Site to be heard viewed by users; andUsers;
(c) provide a detailed proposal, including cost and a timeline, for any custom design or programming requested by perform all other ALPS obligations as set forth in the FundAgreement.
Appears in 1 contract
Sources: Transfer Agent Interactive Client Services Agreement (Opus Investment Trust)
ALPS’ Responsibilities. In connection with its performance of TA IVR, ALPS shall:
(a) receive transaction Transaction requests submitted via telephone to the TA ALPS IVR processing server and route transaction Transaction requests to the ALPS’ transfer agency system;
(b) for each transaction Transaction request received, route transaction Transaction information from the ALPS’ transfer agency system to the IVR server to be heard by users; andUsers;
(c) provide a detailed proposal, including cost and a timeline, for any custom design or programming requested by perform all other ALPS obligations as set forth in the FundAgreement.
Appears in 1 contract
Sources: Transfer Agent Interactive Client Services Agreement (MTB Funds)