Customer Accounts. You may maintain with the Funds' shareholder servicing agent either (i) one or more omnibus accounts solely for the participants in the applicable Fee-Based Program or (ii) separate accounts for each participant in the applicable Fee-Based Program. If one or more omnibus accounts are maintained, you shall, among other things, be responsible for forwarding proxies, annual and semi-annual reports and other materials to each beneficial owner in a timely manner.
Appears in 8 contracts
Sources: Supplement to Selected Dealer Agreement (State Street Research Equity Trust), Selected Dealer Agreement (State Street Research Capital Trust), Supplement to Selected Dealer Agreement (State Street Research Financial Trust)
Customer Accounts. You may maintain with the Funds' shareholder servicing agent either (i) one or more omnibus accounts solely for the participants in the applicable Fee-Based Program or (ii) separate accounts for each participant in the applicable Fee-Fee- Based Program. If one or more omnibus accounts are maintained, you shall, among other things, be responsible for forwarding proxies, annual and semi-annual reports and other materials to each beneficial owner in a timely manner.
Appears in 1 contract
Sources: Supplement to Selected Dealer Agreement (State Street Research Portfolios Inc)