Electronic Correspondence. Upon consent from shareholder caller, forms and fulfillment pieces can be sent via email through a secured service rather than mailed. ▪ $[…] per Email Client Web Data Access U.S. Bank client on-line access to fund and investor data through U.S. Bank technology applications and data delivery and security software. ▪ STAT – Statement and Tax Form Storage & Retrieval - Setup: $[…] per user - Support: $[…] per user per month § ReportSource – Report and Data File Storage & Retrieval - Setup: Included in initial fund setup on Transfer Agent system - $[…] per user per month Additional Data Delivery Services § Ad Hoc/PowerSelect File Development - Standard ad-hoc select: $[…] per file - Custom coded data for recurring, scheduled delivery: $[…] per hour consultation and programming development - Support: $[…] per file per month for recurring files/reports scheduled for delivery via Report Source. - Recurring files scheduled for delivery via Report Source. § Custom Electronic File Exchange (MFS delivery of standard TIP files) - Setup: $[…] one-time fee - Support: $[…] per file per month § File Delivery to Alternate Sales Reporting Provider - Setup: $[…] one-time fee - Maintenance Fee: $[…] per file per month Chat Services § Implementation Fee – $[…] § Monthly Fee – $[…] per month § Per Chat Fee – $[…] per chat or $[…] per minute of chat Nuance 6 Transfer Agent & Shareholder Services Additional Services Fee Schedule (Continued) Electronic Form Delivery and Signature Capture § Implementation fee – $[…] (includes 15 forms) § Additional setup fee – $[…] for each additional form and email template § Form and fund logo modifications – $[…] per form, $[…] per updated Fund Logo § Monthly minimum fee – $[…] per month § Per electronic envelope Fee – $[…] Recordkeeping Application Access § Internet VPN – Infrastructure to allow for application accessibility to host systems and file transfers - $[…] implementation - $[…] per month § Physical Network – Infrastructure to allow for application accessibility to host systems and file transfers - Cost varies depending upon location and bandwidth § TA2000 3270 Emulation (Mainframe Green Screen) – Account inquiry and ability to perform financial transactions or account maintenance depending upon user access. - $[…] implementation - $[…] per ID per month § TA2000 Desktop (Graphic User Interface to the TA2000 Mainframe) – Account inquiry and ability to perform financial transactions or account maintenance depending upon user access prov...
Electronic Correspondence. The County agrees to create a #FRS.Bargaining Unit email group for official union correspondence sent to bargaining unit employees. The County agrees to update this email group at least two (2) times a year. Access to send correspondence to this group will be limited to the principal officers of the Union. The Union will notify the County at least one
Electronic Correspondence. You hereby nominate your email address (as provided to Openmarkets or the Intermediary from time to time) for the purpose of receiving all communications and consent to receiving (and authorise Openmarkets to use your email address to send to you) any Disclosure Document Openmarkets is required to provide to you including any updates to these documents. You agree that Openmarkets may:
Electronic Correspondence. Upon consent from shareholder caller, forms and fulfillment pieces can be sent via email through a secured service rather than mailed. • $[ ] per Email Client Web Data Access U.S. Bank client on-line access to fund and investor data through U.S. Bank technology applications and data delivery and security software. ■ STAT-Statement and Tax Form Storage & Retrieval Setup: $[ ] per user Support: $[ ] per user per month • ReportSource - Report and Data File Storage & Retrieval Setup: Included in initial fund setup on Transfer Agent system $[ ] per user per month beyond [ ] users included as part of setup Additional Data Delivery Services ■ Ad Hoc/PowerSelect File Development Standard ad-hoc select: $[ ] per file Custom coded data for recurring, scheduled delivery: $[ ] per hour consultation and programming development Support: $[ ] per file per month for recurring files/reports scheduled for delivery via Report Source. Recurring files scheduled for delivery via Report Source. ■ Custom Electronic File Exchange (MFS delivery of standard TIP files) Setup: $[ ] one-time fee Support: $[ ] per file per month • File Delivery to Alternate Sales Reporting Provider Setup: $[ ] one-time fee Maintenance Fee: $[ ] per file per month Chat Services ■ Implementation Fee - $[ ] ■ Monthly Fee - $[ ] per month ■ Per Chat Fee - $[ ] per chat or $[ ] per minute of chat Outbound Calling & Marketing Campaigns ■ Cost based on project requirements including hours, data sourcing and reporting. Exhibit D (continued) to the Transfer Agent Servicing Agreement-PENN Capital Funds Trust Electronic Form Delivery and Signature Capture ■ Implementation fee - $[ ] (includes [ ] forms) ■ Additional setup fee - $[ ] for each additional form and email template ■ Form and fund logo modifications - $[ ] per form, $[ ] per updated Fund Logo ■ Monthly minimum fee - $[ ] per month ■ Per electronic envelope Fee - $[ ] Recordkeeping Application Access ■ Internet VPN - Infrastructure to allow for application accessibility to host systems and file transfers $[ ] implementation $[ ] per month • Physical Network- Infrastructure to allow for application accessibility to host systems and file transfers Cost varies depending upon location and bandwidth ■ TA2000 3270 Emulation (Mainframe Green Screen) - Account inquiry and ability to perform financial transactions or account maintenance depending upon user access. $[ ] implementation $[ ] per ID per month ■ TA2000 Desktop (Graphic User Interface to the TA2000 Mai...
Electronic Correspondence. The County agrees to create a #FRS.Volunteer Bargaining Unit email group for official MCVFRA correspondence sent to bargaining unit members. The County agrees to provide the MCVFRA President, or designee, access to the distribution group. Access to send correspondence to this group will be limited to authorized officers of the MCVFRA as defined by the MCVFRA.
Electronic Correspondence. Upon consent from shareholder caller, forms and fulfillment pieces can be sent via email through a secured service rather than mailed. • $6 per Email Client Web Data Access USBFS client on-line access to fund and investor data through USBFS technology applications and data delivery and security software. • RMOD – Statement Storage & Retrieval • Setup: $250 per user • Support: $100 per user per month • ReportSource – Report and Data File Storage & Retrieval • Setup: Included in initial fund setup on Transfer Agent system • $150 per user per month Additional Data Delivery Services • Ad Hoc/PowerSelect File Development • Standard ad-hoc select: $300 per file • Custom coded data for recurring, scheduled delivery: $200 per hour consultation and programming development • Support: $100 per file per month for recurring files/reports scheduled for delivery via Report Source. • Recurring files scheduled for delivery via Report Source. • Custom Electronic File Exchange (MFS delivery of standard TIP files) • Setup: $3,000 one-time fee • Support: $100 per file per month • File Delivery to Alternate Sales Reporting Provider • Setup: $5,000 one-time fee • Maintenance Fee: $300 per file per month Fund Closing/De-conversion Fees • Programming & File Delivery – $200/hour • Project Management/Analysis – $125/hour • Account Data Retention – $0.2083/account/month until purged* • CUSIP Data Retention – $125/CUSIP/month until purged* * FINCEN regulations require account retention for 12 months following closing. Data is purged the first July after retention requirements have been fulfilled. Transfer Agent & Shareholder Services Additional Services Fee Schedule (Continued) Recordkeeping Application Access • Internet VPN – Infrastructure to allow for application accessibility to host systems and file transfers • $1,500 implementation • $500 per month • Physical Network – Infrastructure to allow for application accessibility to host systems and file transfers • Cost varies depending upon location and bandwidth • TA2000 3270 Emulation (Mainframe Green Screen) – Account inquiry and ability to perform financial transactions or account maintenance depending upon user access. • $500 implementation • $200 per ID per month • TA2000 Desktop (Graphic User Interface to the TA2000 Mainframe) – Account inquiry and ability to perform financial transactions or account maintenance depending upon user access provisioning. • $2,500 implementation • $350 per ID per month • TA2000 SmartDesk (Web Appl...
Electronic Correspondence. Upon consent from shareholder caller, forms and fulfillment pieces can be sent via email through a secured service rather than mailed. • $[ ] per Email
Electronic Correspondence. I understand that, while Xx. Xxxxxx Xxxxxxxx may communicate with me by text message or email to send appointment reminders or follow-up resources based on our in-session conversations, these electronic forms of communication will not serve as a means of addressing therapeutic information. I understand that Xx. Xxxxxx Xxxxxxxx is not an on-call therapist and, therefore, will not respond immediately to my text messages or emails. I agree that if I need to discuss something relevant to my treatment goals and progress, I will schedule an appointment and not attempt to address this material through electronic correspondence. I understand that, while Xx. Xxxxxx Xxxxxxxx uses social media to share general mental health-related information, these media will not serve as a forum to address or exchange personal or treatment-related information.
Electronic Correspondence. Client agrees to receive any and all communication and required notices under this Agreement, or any other agreement between Tele-Help-Ing and Client, by regular U.S. Mail, or electronically through email provided by Client, including, but not limited to: any and all correspondence, any and all invoices, contracts, agreements, documents, memorandum, notices, policies, addendums or modifications to this Agreement, disclosures, receipts, account statements, logs, or any other communication of any kind (collectively "Communication") from Tele-Help-Ing or RVA(s).
Electronic Correspondence. With a Benefits Portal Account, you may choose to receive your notices and correspondence from FSSA electronically; you must have a Benefits Portal Account to receive electronic notices/correspondence. Copies of your notices/correspondence will be placed in your Benefits Portal Account, and you will receive an email from FSSA notifying you that new information has been posted to your account. You may view, download, and/or print your notices/correspondence from your Benefits Portal Account. You may elect to receive electronic notices/correspondence at any time by selecting that option in your Benefits Portal Account. You may also opt-out of receiving electronic notices/correspondence at any time by deselecting that option in your Benefits Portal Account or by calling FSSA. You have the right to request a paper copy of any notice/correspondence be mailed to you by calling FSSA. And, if you wish, you may opt to receive both electronic notices/correspondence and have paper copies mailed to you.
