Method Three. Required – User ID of the shareholder. As part of the initial access, the shareholder establishes a User ID based on criteria established by the Trust as part of the FAN Web options.
Appears in 3 contracts
Samples: Transfer Agency and Services Agreement (USCF Mutual Funds Trust), Transfer Agency and Services Agreement (Centre Funds), Transfer Agency and Service Agreement (Cornercap Group of Funds /Va/)
Method Three. Required – User ID of the shareholder. As part of the initial access, the shareholder establishes a User ID based on criteria established by the Trust Trusts as part of the FAN Web Shareholder Portal options.
Appears in 2 contracts
Samples: Transfer Agency and Services Agreement (Forward Funds), Transfer Agency and Services Agreement (Salient MF Trust)
Method Three. Required – - User ID of the shareholderShareholder. As part of the initial access, the shareholder Shareholder establishes a User ID based on criteria established by the Trust Pioneer as part of the FAN Web optionsOptions.
Appears in 2 contracts
Samples: And Assignment of Master Agreement (Pioneer CoreTrust I), Master Agreement (Pioneer Series Trust Xi)
