Common use of Client Web Data Access Clause in Contracts

Client Web Data Access. USBFS client on-line access to fund and investor data through USBFS technology applications and data delivery and security software. § Report Source - Setup: $____ (Includes access to Fund Source) - Service: $____ /user per month § BDS – Statement Storage & Retrieval - Setup: $____ /user - Service: $____ /user per month § Ad Hoc/ PowerSelect File Development - Setup: $____ /request (Includes up to 2 hours of programming. If beyond, additional time will be $____ / hour consultation and development.) - Service: $____ /file per month § Custom Electronic File Exchange (DDS delivery of standard TIP files) - $____ one time setup fee - $____ /file per month maintenance fee § Mail File (DDS mailbox in which clients can pull information): $____ /file setup § TIP File Setup - Setup & Delivery of Standard TIP Files: $____ /request (Unlimited files per request) - Custom TIP File Development: $____ /request (Includes up to 2 hours of programming. If beyond, additional time will be $____ /hour consultation and development.)

Appears in 1 contract

Sources: Transfer Agent Servicing Agreement (Trust for Professional Managers)

Client Web Data Access. USBFS client on-line access to fund and investor data through USBFS technology applications and data delivery and security software. § Report Source - Setup: $____ […] (Includes access to Fund Source) - Service: $____ […]/user per month § BDS – Statement Storage & Retrieval - Setup: $____ […]/user - Service: $____ […]/user per month § Ad Hoc/ PowerSelect File Development - Setup: $____ […]/request (Includes up to 2 hours of programming. If beyond, additional time will be $____ […]/ hour consultation and development.) - Service: $____ […]/file per month § Custom Electronic File Exchange (DDS delivery of standard TIP files) - $____ […]one time setup fee - $____ […]/file per month maintenance fee § Mail File (DDS mailbox in which clients can pull information): $____ […]/file setup § TIP File Setup - Setup & Delivery of Standard TIP Files: $____ […]/request (Unlimited files per request) - Custom TIP File Development: $____ […]/request (Includes up to 2 hours of programming. If beyond, additional time will be $____ […]/hour consultation and development.)

Appears in 1 contract

Sources: Transfer Agent Servicing Agreement (Managed Portfolio Series)