Historical NAV web page. Provides historical NAV information for a specified period of time and for a specified fund o Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel Fulfillment web page · Provides an online request form for shareholders who wish to request a hard copy of the fulfillment material mailed to them o Request is automatically routed online to the Shareholder Services Team at GFS for processing o Reporting of Fulfillment requests made online or via phone available via GFS Reporting Services Tool. GFS reporting utilizes the next generation secure web-based report delivery vehicle which allows for direct request or subscription based delivery reports available in multiple formats (PDF, Excel, XML, CSV)
Appears in 25 contracts
Samples: Fund Services Agreement (Advisors Preferred Trust), Fund Services Agreement (Advisors Preferred Trust), Fund Services Agreement (Leader Funds Trust)
Historical NAV web page. Provides historical NAV information for a specified period of time and for a specified fund o Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel Fulfillment web page · Provides an online request form for shareholders who wish to request a hard copy of the fulfillment material mailed to them o Request is automatically routed online to the Shareholder Services Team at GFS for processing o Reporting of Fulfillment requests made online or via phone available via GFS Reporting Services Tool. GFS reporting utilizes the next generation secure web-based report delivery vehicle which allows for direct request or subscription based delivery reports available in multiple formats (PDF, Excel, XML, CSV)
Appears in 20 contracts
Samples: Fund Services Agreement (Advisors Preferred Trust), Fund Services Agreement (Advisors Preferred Trust), Fund Services Agreement (Northern Lights Fund Trust Ii)
Historical NAV web page. Provides historical NAV information for a specified period of time and for a specified fund o Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel Fulfillment web page · Provides an online request form for shareholders who wish to request a hard copy of the fulfillment material mailed to them o Request is automatically routed online to the Shareholder Services Team at GFS UFS for processing o Reporting of Fulfillment requests made online or via phone available via GFS UFS Reporting Services Tool. GFS UFS reporting utilizes the next generation secure web-based report delivery vehicle which allows for direct request or subscription based delivery reports available in multiple formats (PDF, Excel, XML, CSV)
Appears in 2 contracts
Samples: Fund Services Agreement (Predex), Arrow Investments Trust Fund Services Agreement (Arrow Investments Trust)
Historical NAV web page. Provides historical NAV information for a specified period of time and for a specified fund o Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel Fulfillment web page · Provides an online request form for shareholders who wish to request a hard copy of the fulfillment material mailed to them o Request is automatically routed online to the Shareholder Services Team at GFS for processing o Reporting of Fulfillment requests made online or via phone available via GFS Reporting Services Tool. GFS reporting utilizes the next generation secure web-based report delivery vehicle which allows for direct request or subscription based delivery reports available in multiple formats (PDF, Excel, XML, CSV).
Appears in 2 contracts
Samples: Fund Services Agreement (Epiphany Funds), Fund Services Agreement (Epiphany Funds)
Historical NAV web page. Provides historical NAV information for a specified period of time and for a specified fund o Data provided in simple format to be encapsulated into Fund’s 's own website to provide a custom look and feel Fulfillment web page · Provides an online request form for shareholders who wish to request a hard copy of the fulfillment material mailed to them o Request is automatically routed online to the Shareholder Services Team at GFS for processing o Reporting of Fulfillment requests made online or via phone available via GFS Reporting Services Tool. GFS reporting utilizes the next generation secure web-based report delivery vehicle which allows for direct request or subscription based delivery reports available in multiple formats (PDF, Excel, XML, CSV)
Appears in 1 contract
Historical NAV web page. Provides historical NAV information for a specified period of time and for a specified fund o Data provided in simple format to be encapsulated into Fund’s 's own website to provide a custom look and feel Fulfillment web page · • Provides an online request form for shareholders who wish to request a hard copy of the fulfillment material mailed to them o Request is automatically routed online to the Shareholder Services Team at GFS UFS for processing o Reporting of Fulfillment requests made online or via phone available via GFS UFS Reporting Services Tool. GFS UFS reporting utilizes the next generation secure web-based report delivery vehicle which allows for direct request or subscription based delivery reports available in multiple formats (PDF, Excel, XML, CSV)
Appears in 1 contract
Historical NAV web page. ■ Provides historical NAV information for a specified period of time and for a specified fund o ○ Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel Fulfillment web page · ■ Provides an online request form for shareholders who wish to request a hard copy of the fulfillment material mailed to them o ○ Request is automatically routed online to the Shareholder Services Team at GFS for processing o ○ Reporting of Fulfillment requests made online or via phone available via GFS Reporting Services Tool. GFS reporting utilizes the next generation secure web-based report delivery vehicle which allows for direct request or subscription based delivery reports available in multiple formats (PDF, Excel, XML, CSV)
Appears in 1 contract
Historical NAV web page. Provides historical NAV information for a specified period of time and for a specified fund o ○ Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel Fulfillment web page · Provides an online request form for shareholders who wish to request a hard copy of the fulfillment material mailed to them o ○ Request is automatically routed online to the Shareholder Services Team at GFS for processing o ○ Reporting of Fulfillment requests made online or via phone available via GFS Reporting Services Tool. GFS reporting utilizes the next generation secure web-based report delivery vehicle which allows for direct request or subscription based delivery reports available in multiple formats (PDF, Excel, XML, CSV)
Appears in 1 contract
Samples: Fund Services Agreement (SCM Trust)
Historical NAV web page. ● Provides historical NAV information for a specified period of time and for a specified fund o ○ Data provided in simple format to be encapsulated into Fund’s 's own website to provide a custom look and feel Fulfillment web page · ● Provides an online request form for shareholders who wish to request a hard copy of the fulfillment material mailed to them o ○ Request is automatically routed online to the Shareholder Services Team at GFS for processing o ○ Reporting of Fulfillment requests made online or via phone available via GFS Reporting Services Tool. GFS reporting utilizes the next generation secure web-based report delivery vehicle which allows for direct request or subscription based delivery reports available in multiple formats (PDF, Excel, XML, CSV)
Appears in 1 contract
Samples: Fund Services Agreement (SCM Trust)
Historical NAV web page. Provides historical NAV information for a specified period of time and for a specified fund o Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel Fulfillment web page · — Provides an online request form for shareholders who wish to request a hard copy of the fulfillment material mailed to them o Request is automatically routed online to the Shareholder Services Team at GFS for processing o Reporting of Fulfillment requests made online or via phone available via GFS Reporting Services Tool. GFS reporting utilizes the next generation secure web-based report delivery vehicle which allows for direct request or subscription based delivery reports available in multiple formats (PDF, Excel, XML, CSV)
Appears in 1 contract
Historical NAV web page. Provides historical NAV information for a specified period of time and for a specified fund o ○ Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel Fulfillment web page · • Provides an online request form for shareholders who wish to request a hard copy of the fulfillment material mailed to them o ○ Request is automatically routed online to the Shareholder Services Team at GFS for processing o ○ Reporting of Fulfillment requests made online or via phone available via GFS Reporting Services Tool. GFS GIS reporting utilizes the next generation secure web-based report delivery vehicle which allows for direct request or subscription based delivery reports available in multiple formats (PDF, Excel, XML, CSV)
Appears in 1 contract
Samples: Fund Services Agreement (CPG FrontPoint MultiStrat Fund)
Historical NAV web page. ● Provides historical NAV information for a specified period of time and for a specified fund o Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel Fulfillment web page · ● Provides an online request form for shareholders who wish to request a hard copy of the fulfillment material mailed to them o Request is automatically routed online to the Shareholder Services Team at GFS for processing o Reporting of Fulfillment requests made online or via phone available via GFS Reporting Services Tool. GFS reporting utilizes the next generation secure web-based report delivery vehicle which allows for direct request or subscription based delivery reports available in multiple formats (PDF, Excel, XML, CSV)
Appears in 1 contract
Historical NAV web page. Provides historical NAV information for a specified period of time and for a specified fund o · Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel Fulfillment web page · Provides an online request form for shareholders who wish to request a hard copy of the fulfillment material mailed to them o · Request is automatically routed online to the Shareholder Services Team at GFS for processing o · Reporting of Fulfillment requests made online or via phone available via GFS Reporting Services Tool. GFS reporting utilizes the next generation secure web-based report delivery vehicle which allows for direct request or subscription based delivery reports available in multiple formats (PDF, Excel, XML, CSV)
Appears in 1 contract
Samples: Fund Services Agreement (Forethought Variable Insurance Trust)
Historical NAV web page. ● Provides historical NAV information for a specified period of time and for a specified fund o ○ Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel Fulfillment web page · ● Provides an online request form for shareholders who wish to request a hard copy of the fulfillment material mailed to them o ○ Request is automatically routed online to the Shareholder Services Team at GFS for processing o ○ Reporting of Fulfillment requests made online or via phone available via GFS Reporting Services Tool. GFS reporting utilizes the next generation secure web-based report delivery vehicle which allows for direct request or subscription based delivery reports available in multiple formats (PDF, Excel, XML, CSV).
Appears in 1 contract
Samples: Fund Services Agreement (CLA Strategic Allocation Fund)
Historical NAV web page. ● Provides historical NAV information for a specified period of time and for a specified fund o ○ Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel Fulfillment web page · ● Provides an online request form for shareholders who wish to request a hard copy of the fulfillment material mailed to them o ○ Request is automatically routed online to the Shareholder Services Team at GFS for processing o ○ Reporting of Fulfillment requests made online or via phone available via GFS Reporting Services Tool. GFS reporting utilizes the next generation secure web-based report delivery vehicle which allows for direct request or subscription based delivery reports available in multiple formats (PDF, Excel, XML, CSV)
Appears in 1 contract
