Email Services. Services to capture, queue, monitor, service and archive shareholder email correspondence: · $1,500 setup /fund group · $500 /month administration · $5.00 /received email correspondence Shareholder Performance Statements – We have a variety of features available for providing account or portfolio level performance information on investor statements. Actual costs will depend upon specific client requirements. · Setup – $35,000 /fund group · Annual Fee – $0.17 /open and closed account Literature Fulfillment Services · Account Management · $250 /month (account management, lead reporting and database administration) · Inbound Teleservicing Only · Account Management – $250 /month · Call Servicing – $1.25 /minute · Lead Conversion Reporting (Closed Loop) · Account Management – $500 /month · Database Installation, Setup – $1,500 /fund group · Out-of-Pocket Expenses · Included but not limited to specialized programming, kit and order processing expenses, postage, and printing. CTI Reporting – Integrated custom detailed call reporting $250 /monthly report Exhibit C (continued) to the Transfer Agent Servicing Agreement – Fee Schedule US FUNDS TRANSFER AGENT & SHAREHOLDER SERVICES SUPPLEMENTAL SERVICES FEE SCHEDULE FAF Money Market Fund Service Organizations · $15,000 /money market share class per year – Waived if First American Funds are used. · Out-of-pocket expenses (see Transfer Agent Fee Schedule) Charges Paid by Investors Shareholder accounts will be charged based upon the type of activity and type of account, including the following: Qualified Plan Fees · $15.00 /qualified plan account or Xxxxxxxxx ESA account (Cap at $30.00 /SSN) · $25.00 /transfer to successor trustee · $25.00 /participant distribution (Excluding SWPs) · $25.00 /refund of excess contribution · $25.00 /reconversion/recharacterization Additional Shareholder Paid Fees · $15.00 /outgoing wire transfer or overnight delivery · $5.00 /telephone exchange · $25.00 /return check or ACH or stop payment · $5.00 /research request per account (Cap at $25.00 /request) (This fee applies to requests for statements older than the prior year)
Email Services. For your convenience, we may offer the option of using email notifications, news updates, and account information via email. All mailings include an opt-out option. An email may be automatically sent to the user following account registration. You may opt out of receiving these emails within the “Settings” menu in the Services.
Email Services. Services to capture, queue, monitor, service and archive shareholder email correspondence: § $[ ] setup /fund group § $[ ] /month administration § $[ ] /received email correspondence Dealer Reclaim Services – Services reclaim fund losses due to the pricing differences for dealer trade adjustments such as between dealer placed trades and cancellations. There will be no correspondence charges related to this service. § $[ ] per letter mailed on losses $[ ] or more Literature Fulfillment Services § Account Management/Database Administration − $[ ] per month − Receiving - $[ ] per SKU − Order Processing - $[ ] per order − Skid Storage - $[ ] per month per location − Disposal - $[ ] per SKU § Inbound Teleservicing Only − Account Management - $[ ] per month − Call Servicing - $[ ] per minute § Lead Source Reporting − $[ ] per month § Closed Loop Reporting − Account Management - $[ ] per month − Database Installation, Setup - $[ ] per fund group § Out-of-Pocket Expenses − Included but not limited to specialized programming, kit and order processing expenses, postage, and printing.
Email Services. 4.1.1 This paragraph 4 applies only if You purchase Email Services from Us as selected on Your Application Form.
Email Services. Users will have access to web-based email upon signup, allowing them to send and receive email from the Email Site.
Email Services. This Agreement (hereinafter called the “Agreement”) is made on the ( DATE ) (hereinafter called “Effective Date”).
Email Services. 4.1 SonicSpider provides email accounts through Xxxx.xxx. However, this service is basic and should not be considered a robust email service. SonicSpider will provide limited set up and support for this service. If the customer would like additional assistance it will be billable to you at our current rate.
Email Services. 6.1 This Paragraph 5 will apply if and only if email services are specified in a Statement of Work.
Email Services. In addition to Clients other obligations and use restrictions hereunder, the following terms apply to Client when Client receives email addresses from TowerData as part of the Services: Unless otherwise provided in the Data Services Order, Client hereby consents to and authorizes TowerData to transmit an email to each email address appended to the Client File pursuant to this Agreement which will notify the recipient that Client will be making email solicitations to the recipient (the “Introductory Email”). In such case, Licensed Data shall only include those email address records that are appended to the Client File who have not opted out of receiving emails from Client. Client shall provide the content of the Introductory Email the content of which shall be reasonably acceptable to TowerData. Notwithstanding the foregoing, Client shall be solely responsible for all content contained in the Introductory Email. Each Introductory Email will include unsubscribe information and instructions. Client acknowledges that, if Client will be emailing marketing solicitations regarding products prohibited by law to be advertised to or used by minors, applicable law may require suppression processing to be run against Client’s files in order to suppress all email addresses accessible to minors from such marketing solicitations. Client warrants that Client will apply such suppression processing as required by law prior to utilizing email address data provided herein. Client will indemnify and hold TowerData, its agents and employees harmless from and against any claim, action or liability (including damages, costs, expenses and reasonable attorneys’ fees), that may arise against TowerData as a result of Client’s failure to comply with the foregoing requirement. Client represents that no consumer included in the Client File has requested not to receive solicitations from Client. Client shall use the Licensed Data for marketing and management purposes only and shall not transfer possession, right or title of or to such data for any other purpose whatsoever.
