Electronic Board Book Portal Sample Clauses

Electronic Board Book Portal. USBFS will establish a central, secure portal for Board materials using a unique client board URL. Your Fund Administrator will load/maintain all fund board book data for the main fund board meetings and meetings. Features password-protected, encrypted servers with automatic failover. Training and ongoing system support. Accessible from your smart phone or iPad. Allows multiple users to access materials concurrently. Searchable archive. Ability to make personal comments. Annual Fee per Trust 0 – 10 users – $___ 10 – 20 users – $___ 20 – 30 users – $___ 30 – 40 users – $___ Diligent Boardbooks § Online portal to access board book documents. Each user will receive both online and offline capability access § Minimum fee (includes 1 board, 1 committee and 12 users) § 12 users may consist of any combination of Board Members/ Executives and Administrators § Accessing Entities and Individuals Installation Fee Annual Fee Affiliate Package $___ $___ Additional Boards $___ $___ Additional Committees/Meeting Groups $___ $___ Additional Online & Offline Users (Board Members/Execs) $___ $___ Online and Offline Users (Administrative) $___ $___ Additional Legal Administration Services Subsequent new fund launch – $___ per project Subsequent new share class launch – $___ per project Multi-managed funds – as negotiated based upon specific requirements Proxy – as negotiated based upon specific requirements
Sample 1Sample 2Sample 3
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Electronic Board Book Portal. USBFS will establish a central, secure portal for Board materials using a unique client board URL. Your Fund Administrator will load/maintain all fund board book data for the main fund board meetings and meetings. Features password-protected, encrypted servers with automatic failover. Training and ongoing system support. Accessible from your smart phone or iPad. Allows multiple users to access materials concurrently. Searchable archive. Ability to make personal comments. Annual Fee per Trust 0 – 10 users – $[…] 10 – 20 users – $[…] 20 – 30 users – $[…] 30 – 40 users – $[…] Additional Legal Administration Services Subsequent new fund launch – $[…] per project Subsequent new share class launch – $[…] per project Multi-managed funds – as negotiated based upon specific requirements Proxy – as negotiated based upon specific requirements Exhibit V (continued) to the Managed Portfolio Series Fund Administration Servicing Agreement Fund Chief Compliance Officer (CCO) Services Annual Fee Schedule at November, 2016 Chief Compliance Officer Annual Fees § $[…] for the first fund (subject to Board approval) § $[…] for each additional fund (subject to change based on Board review and approval)
Sample 1
Electronic Board Book Portal. USBFS will establish a unique client board URL and load/maintain all fund board book data for the main fund board meetings and meetings for up to two separate committees. · Up to 10 non-USBFS users including advisor, legal, audit, etc. · Complete application, data and user security- data encryption and password protected · On-line customized board materials preparation workflow · Includes web-based and local/off-line versions · Includes complete initial and ongoing user training · Includes 24/7/365 access via toll free number · Includes remote diagnostic for each user, including firewall and network issues · Triple server backup/ failover Annual Fee $[ ] / year (includes [ ] external users) $[ ] / year per additional user $[ ] implementation/ set up fee
Sample 1
Electronic Board Book Portal. USBFS will establish a central, secure portal for Board materials using a unique client board URL. § Your Fund Administrator will load/maintain all fund board book data for the main fund board meetings and meetings. § Features password-protected, encrypted servers with automatic failover. § Training and ongoing system support. § Accessible from your smart phone or iPad. § Allows multiple users to access materials concurrently. § Searchable archive. § Ability to make personal comments. Annual Fee § ___users - $___ (includes 3 GB of storage) § ___ users - $___ § ___ users - $___ § ___ users - $___ Additional Storage: 3 GB included in annual charge; $___ for each additional 5 GB of storage Daily Pre- and Post-Tax Performance Reporting (INCLUDED IN ANNUAL FEE) and/or Sub=Advisor Performance Reporting § Performance Service – $___ /CUSIP per month § Setup – $___ /CUSIP § Conversion – quoted separately FTP Delivery – $___ setup /FTP site
Sample 1
Electronic Board Book Portal. USBFS will establish a central, secure portal for Board materials using a unique client board URL. Your Fund Administrator will load/maintain all fund board book data for the main fund board meetings and meetings. Features password-protected, encrypted servers with automatic failover. Training and ongoing system support. Accessible from your smart phone or iPad. Allows multiple users to access materials concurrently. Searchable archive. Ability to make personal comments. Annual Fee per Trust 0 – 10 users – $[ ] 10 – 20 users – $[ ] 20 – 30 users – $[ ] 30 – 40 users – $[ ] Additional Legal Administration Services Subsequent new fund launch – $[ ] per project Subsequent new share class launch – $[ ] per project Multi-managed funds – as negotiated based upon specific requirements Proxy – as negotiated based upon specific requirements Fund Chief Compliance Officer (CCO) Services Annual Fee Schedule at December, 2016 Chief Compliance Officer Annual Fees $[ ] for the first fund (subject to Board approval) $[ ] for each additional fund (subject to change based on Board review and approval) $[ ] per sub-advisor per fund Per advisor relationship, and subject to change based upon board review and approval. (Signature on the following page) First State Exhibit KK (continued) to the Advisors Series Trust Fund Administration Servicing Agreement Advisor’s Signature below acknowledges approval of the fee schedules on this Exhibit KK. First State Investments (US) LLC By: /s/ Samantha Xxxx Printed Name: Samantha Xxxx Title: Director Date: January 24, 2017
Sample 1
Electronic Board Book Portal. USBFS will establish a central, secure portal for Board materials using a unique client board URL. Your Fund Administrator will load/maintain all fund board book data for the main fund board meetings and meetings. Features password-protected, encrypted servers with automatic failover. Training and ongoing system support. Accessible from your smart phone or iPad. Allows multiple users to access materials concurrently. Searchable archive. Ability to make personal comments. Annual Fee per Trust 0 – 10 users – $__ 10 – 20 users – $__ 20 – 30 users – $__ 30 – 40 users – $__ Additional Legal Administration Services Subsequent new fund launch – $__ per project Subsequent new share class launch – $__ per project Multi-managed funds – as negotiated based upon specific requirements Proxy – as negotiated based upon specific requirements Annual legal update – $__ per project Prepare minutes of meetings of the Board of Trustees and Fund shareholders – fees would be negotiated
Sample 1
Electronic Board Book Portal. USBFS will establish a central, secure portal for Board materials using a unique client board URL. • Your Fund Administrator will load/maintain all fund board book data for the main fund board meetings and meetings. • Features password-protected, encrypted servers with automatic failover. • Training and ongoing system support. • Accessible from your smart phone or iPad. • Allows multiple users to access materials concurrently. • Searchable archive. • Ability to make personal comments. Annual Fee per Trust • 0 - 10 users - $4,800 • 10 - 20 users - $6,000 • 20 - 30 users - $7,000 • 30 - 40 users - $8,000 Exhibit B to the Fund Administration Servicing Agreement - The New Ireland Fund, Inc. REQUIRED PROVISIONS OF MSCI, S&P and FACTSET • The Fund shall represent that it will use the Data solely for internal purposes and will not redistribute the Data in any form or manner to any third party. • The Fund shall represent that it will not use or permit anyone else to use the Data in connection with creating, managing, advising, writing, trading, marketing or promoting any securities or financial instruments or products, including, but not limited to, funds, synthetic or derivative securities (e.g., options, warrants, swaps, and futures), whether listed on an exchange or traded over the counter or on a private-placement basis or otherwise or to create any indices (custom or otherwise). • The Fund shall represent that it will treat the Data as proprietary to MSCI, S&P and FACTSET. Further, the Fund shall acknowledge that MSCI, S&P and FACTSET are the sole and exclusive owners of the Data and all trade secrets, copyrights, trademarks and other intellectual property rights in or to the Data. • The Fund shall represent that it will not (i) copy any component of the Data, (ii) alter, modify or adapt any component of the Data, including, but not limited to, translating, decompiling, disassembling, reverse engineering or creating derivative works, or (iii) make any component of the Data available to any other person or organization (including, without limitation, the Fund’s present and future parents, subsidiaries or affiliates) directly or indirectly, for any of the foregoing or for any other use, including, without limitation, by loan, rental, service bureau, external time sharing or similar arrangement. • The Fund shall be obligated to reproduce on all permitted copies of the Data all copyright, proprietary rights and restrictive legends appearing on the Data. • The Fun...
Sample 1
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Electronic Board Book Portal. USBFS will establish a central, secure portal for Board materials using a unique client board URL. Your Fund Administrator will load/maintain all fund board book data for the main fund board meetings and meetings. Features password-protected, encrypted servers with automatic failover. Training and ongoing system support. Accessible from your smart phone or iPad. Allows multiple users to access materials concurrently. Searchable archive. Ability to make personal comments. Annual Fee per Trust 0 – 10 users – $___ 10 – 20 users – $___ 20 – 30 users – $___ 30 – 40 users – $___ Additional Legal Administration Services Subsequent new fund launch – $___ per project Subsequent new share class launch – $___ per project Multi-managed funds – as negotiated based upon specific requirements Proxy – as negotiated based upon specific requirements (Signature on the following page) Rareview Exhibit F (continued) to the Series Portfolios Trust Fund Administration Servicing Agreement Advisor’s Signature below acknowledges approval of the Fund Administration fee schedules on this Exhibit F. Rareview Capital LLC By: /s/Xxxx Xxxxx Printed Name and Title: Xxxx Xxxxx, Managing Member Date: October 14, 2016
Sample 1
Electronic Board Book Portal. USBFS will establish a central, secure portal for Board materials using a unique client board URL. Your Fund Administrator will load/maintain all fund board book data for the main fund board meetings and meetings. Features password-protected, encrypted servers with automatic failover. Training and ongoing system support. Accessible from your smart phone or iPad. Exhibit C (continued) to the Fund Administration Servicing Agreement – FundX Investment Trust Allows multiple users to access materials concurrently. Searchable archive. Ability to make personal comments. Annual Fee Per Trust 0 - 10 users - $[ ] 10 - 20 users - $[ ] 20 - 30 users - $[ ] 30 - 40 users - $[ ] Diligent Boardbooks Online portal to access board book documents. Each user will receive both online and offline capability access Minimum fee (includes 1 board, 1 committee and 12 users) 12 users may consist of any combination of Board Members/ Executives and Administrators Accessing Entities and Individuals Installation Fee Annual Fee Affiliate Package $[ ] $[ ] Additional Boards $[ ] $[ ] Additional Committees/Meeting Groups $[ ] $[ ] Additional Online & Offline Users (Board Members/Execs) $[ ] $[ ] Online and Offline Users (Administrative) $[ ] $[ ]
Sample 1

Related to Electronic Board Book Portal

  • Electronic Links The Participating Institutions and the Authorized Users may provide hyperlinks from the Participating Institutions’ and the Authorized Users’ web page(s) or website(s) to individual units of content within the Licensed Materials.

  • Electronic Access Access by the Customer to certain systems, applications or products of Bank shall be governed by this Agreement and the terms and conditions set forth in Annex A Electronic Access.

  • Electronic Storage The parties agree that the transaction described herein may be conducted and related documents may be stored by electronic means. Copies, telecopies, facsimiles, electronic files and other reproductions of original executed documents shall be deemed to be authentic and valid counterparts of such original documents for all purposes, including the filing of any claim, action or suit in the appropriate court of law.

  • Electronic Monitoring All observations shall be conducted openly. Mechanical or electronic devices shall not be used to listen to or record the procedures of any class without the prior knowledge and consent of the teacher.

  • Electronic Services We may provide electronic document delivery services for the delivery to you of all disclosures, statements, notices, contracts or agreements, receipts, modifications or amendments, and all other documentation regarding your membership, accounts, transactions, or other business you have with us (collectively referred to as "documents" or "documentation"). If you agree to receive such documentation electronically, you specifically agree and acknowledge that we may provide the documents electronically either by sending an e-mail with the text of the documents embedded in the text of the e- mail message or as an attachment contained within the e-mail, or by posting such documents on our website or on- line banking service and notifying you that the documents have been so posted. You have a right to request and receive a paper copy of these documents if that right is provided under applicable law. You may also withdraw your consent and revoke your agreement to receive the documents electronically. To request a paper copy or to revoke your consent, call, write, or e-mail us at the number and addresses provided on the Rates & Fees Schedule. If any of our e-mails are returned to us as undeliverable, we will change our delivery mode to paper format, and you will be required to re-apply for our electronic delivery service and to update your e-mail address accordingly. We may also offer electronic services such as on-line banking or on-line bill pay, which allow you to conduct transactions to and from your account(s) and to conduct other business with us electronically. You may be required to sign a separate agreement regarding these services and you will be subject to any on-line instructions, rules, agreements, and restrictions provided on the website(s) or provided to you at the time you open an account or enroll in these services. You may be required to be enrolled in our on-line banking service in order to enroll in our electronic document delivery service. Enrollment in, and use of, these electronic services does not relieve you of your duty to promptly examine your statements, checks, and other documentation for irregularities or discrepancies regarding your accounts in accordance with this and your other Agreements you have with us. Subject to applicable law, we may suspend some or all electronic services and access to your checking or other account(s) if you become delinquent on any of your loan or deposit obligations to us or you cause a loss to us. We shall not be liable to you in any regard in connection with such suspension of services.

  • ELECTRONIC SUBMISSIONS Concessionaire must have the capacity to send and receive electronic submissions and communications as a pre-condition and continuing requirement of this Agreement. For purposes of this Agreement, “Electronic Submissions” shall only include the transmission of documents by email. Concessionaire shall comply with the following terms and conditions:

  • ELECTRONIC WORKFLOW SYSTEM OGS reserves the right to incorporate an electronic workflow system that may include elements of the Authorized User RFQ process. OGS reserves the right to post Authorized User Contract usage of Centralized Contracts. TRAVEL, MEALS AND LODGING - LOT 4 – IMPLEMENTATION ONLY For Lot 4 only, when provided for in the RFQ and resultant Authorized User Agreement, the Authorized Users may reimburse travel expenses. All rules and regulations associated with this travel can be found at xxxx://xxx.xxxxx.xx.xx/agencies/travel/travel.htm. In no case will any travel reimbursement be charged that exceeds these rates. All travel will be paid only as specified within the Authorized User Agreement and must be billed with the associated services on the same Invoice with receipts attached. The Contractor shall receive prior approval from the Authorized User for any travel that occurs during the term of an Authorized User Agreement. Parking fees and/or parking tickets shall not be paid by an Authorized User. Unless otherwise specified in writing by the Authorized User, a vehicle will not be provided by Authorized User to the Contractor for travel. Therefore, the Contractor will be responsible for ensuring that the Contractor has access to an appropriate vehicle (e.g., personal vehicle or rental vehicle) or common carrier with which to carry out any necessary travel. For the Contractor to obtain reimbursement for the use of a rental vehicle, such use must be justified as the most cost- effective mode of transportation under the circumstances (including consideration of the most effective use of time). The Contractor is responsible for keeping adequate records to substantiate any claims for travel reimbursement. All services provided under the resultant Authorized User Agreement must be performed within CONUS. PERFORMANCE AND BID BONDS There are no BONDS for this Contract. However, an Authorized User may require in an RFQ a performance, payment or Bid bond, or negotiable irrevocable letter of credit or other form of security for the faithful performance for the resultant Authorized User Agreement. CONTRACTOR REQUIREMENTS AND PROCEDURES FOR PARTICIPATION BY NEW YORK STATE CERTIFIED MINORITY- AND WOMEN-OWNED BUSINESS ENTERPRISES AND EQUAL EMPLOYMENT OPPORTUNITIES FOR MINORITY GROUP MEMBERS AND WOMEN I. New York State Law Pursuant to New York State Executive Law Article 15-A and Parts 140-145 of Title 5 of the New York Codes, Rules and Regulations (“NYCRR”), the New York State Office of General Services (“OGS”) is required to promote opportunities for the maximum feasible participation of New York State-certified Minority- and Women-owned Business Enterprises (“MWBEs”) and the employment of minority group members and women in the performance of OGS contracts.

  • Electronic Road Show The Company has made available a Bona Fide Electronic Road Show in compliance with Rule 433(d)(8)(ii) of the Securities Act Regulations such that no filing of any “road show” (as defined in Rule 433(h) of the Securities Act Regulations) is required in connection with the Offering.

  • Electronic Systems (i) Each Loan Party agrees that the Administrative Agent may, but shall not be obligated to, make Communications (as defined below) available to the Issuing Bank and the other Lenders by posting the Communications on Debt Domain, Intralinks, Syndtrak, ClearPar or a substantially similar Electronic System.

  • Electronic Record Search The Reporting Financial Institution must review electronically searchable data maintained by them for any of the following indicia:

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