Fulfillment Services. Ultimus shall provide the following services for each fund: 5.1. coordinate reduced-rate pricing with preferred vendor; 5.2. oversee fulfillment vendor and coordinate for best practices; 5.3. assign inventory codes and conduct inventory management; 5.4. review and coordinate vendor invoice approval with funds’ Advisor; and 5.5. provide “best practices” advice for minimizing fulfillment costs. 5.6. provide such periodic reports as agreed to by the parties;
Appears in 3 contracts
Sources: Distribution Services Addendum (Wilshire Variable Insurance Trust), Distribution Services Addendum (Wilshire Mutual Funds Inc), Distribution Services Addendum (Wilshire Variable Insurance Trust)