Common use of Conditions re: Additional Funds/Portfolios Clause in Contracts

Conditions re: Additional Funds/Portfolios. In the event that the Transfer Agent is to become the transfer agent for new funds or portfolios and that the requirements of such funds or portfolios are generally consistent with services then being provided by the Transfer Agent under this Agreement, the Transfer Agent shall, at the request of the Fund, establish such fund or portfolio on the TA2000 System with all applicable Fund attributes. The Fund shall provide the Transfer Agent with at least thirty (30) days’ prior written notice of its planned establishment of such new fund or portfolio. Once the fund or portfolio is established on the system, the Fund may at anytime thereafter provide the Transfer Agent with ten (10) days’ prior notice of the applicable effective date for the Transfer Agent to commence servicing such new fund or portfolio.

Appears in 4 contracts

Samples: Transfer Agency and Service Agreement (Dimensional Investment Group Inc), Transfer Agency and Service Agreement (Dfa Investment Dimensions Group Inc), Transfer Agency and Service Agreement (Dimensional Emerging Markets Value Fund)

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