Common use of Electronic Compliance Presentation Clause in Contracts

Electronic Compliance Presentation. eCompliance allows consented users to receive an email containing a link to the respective compliance material for each compliance run. ■ $[...] per suppressed statement - Document Consent Processing, Suppression, and Notification ■ $[...] initial setup fee - Development & Implementation of Electronic Compliance Documents Related Digital Investor Fees ■ $[...] per transaction - View Consent Enrollment ■ $[...] per transaction - Consent Enrollment ■ $[...] per view - View Statements Notes: ■ Statements presented as PDF documents ■ Statements will be loaded for all accounts, regardless of consent ■ Three year minimum term ■ $[...] archive fee per document per year for three years and greater, if desired. Storage for two years included in Document Loading, Storage and Access fee Digital Investor customization charges apply

Appears in 1 contract

Samples: Servicing Agreement (Greenspring Fund Inc)

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Electronic Compliance Presentation. eCompliance allows consented users to receive an email containing a link to the respective compliance material for each compliance run. ■ $[...] per suppressed statement - § Document Consent Processing, Suppression, and Notification – $[...] per suppressed statement § Development & Implementation of Electronic Compliance Documents – $[...] initial setup fee - Development & Implementation of Electronic Compliance Documents Related Digital Investor Fees § View Consent Enrollment – $[...] per transaction - View § Consent Enrollment $[...] per transaction - Consent Enrollment ■ § View Statements – $[...] per view - View Statements Notes: § Statements presented as PDF documents § Statements will be loaded for all accounts, regardless of consent § Three year minimum term § Storage for two years included in Document Loading, Storage and Access fee. Archive fee of $[...] archive fee per document per year for three years and greater, if desired. Storage for two years included in Document Loading, Storage and Access fee Digital Investor customization charges apply

Appears in 1 contract

Samples: Agent Servicing Agreement (Managed Portfolio Series)

Electronic Compliance Presentation. eCompliance allows consented users to receive an email containing a link to the respective compliance material for each compliance run. ■ $[...] per suppressed statement - Document Consent Processing, Suppression, and Notification $[...] initial setup fee - Development & Implementation of Electronic Compliance Documents [ ]per suppressed statement Related Digital Investor Fees • View Consent Enrollment – $[...[ ] per transaction - View Consent Enrollment $[...] [ ]per transaction - Consent Enrollment ■ • View Statements – $[...] [ ]per view - View Statements Notes: Statements presented as PDF documents Statements will be loaded for all accounts, regardless of consent Three year minimum term ■ $[...] archive fee per document per year for three years and greater, if desired. Storage for two years included in Document Loading, Storage and Access fee. Archive fee of $[ ]per document per year for three years and greater, if desired Digital Investor customization charges apply

Appears in 1 contract

Samples: Transfer Agent Servicing Agreement (Intrepid Capital Management Funds Trust)

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Electronic Compliance Presentation. eCompliance allows consented users to receive an email containing a link to the respective compliance material for each compliance run. ■ $[...] per suppressed statement - Document Consent Processing, Suppression, and Notification – $[...] per suppressed statement Development & Implementation of Electronic Compliance Documents – $[...] initial setup fee - Development & Implementation of Electronic Compliance Documents Related Digital Investor Fees View Consent Enrollment – $[...] per transaction - View Consent Enrollment $[...] per transaction - Consent Enrollment ■ View Statements – $[...] per view - View Statements Notes: Statements presented as PDF documents Statements will be loaded for all accounts, regardless of consent Three year minimum term ■ $[...] archive fee per document per year for three years and greater, if desired. Storage for two years included in Document Loading, Storage and Access fee. Archive fee of $[...] per document per year for three years and greater, if desired Digital Investor customization charges apply

Appears in 1 contract

Samples: Servicing Agreement (Greenspring Fund Inc)

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