Off-Site. The off-site portion of this engagement will consist of NLCS devoting significant time reviewing notes from its visits with the Service Providers, continuing follow-up and communication with necessary Service Provider personnel, Trust officers, legal advisors, etc. and preparing any amendments and proposing drafts of policies and procedures as may be required under Phase II.
Appears in 3 contracts
Sources: Consulting Agreement (CRM Mutual Fund Trust), Consulting Agreement (Unified Series Trust), Consulting Agreement (Unified Series Trust)