{"component": "clause", "props": {"groups": [{"snippet": "To the extent that the Fund elects to engage the Transfer Agent to provide the services listed below the Fund shall engage the Transfer Agent to provide such services upon terms and fees to be agreed upon by the parties:\n(a) Corporate actions (including inter alia, odd lot buy backs, exchanges, mergers, redemptions, subscriptions, capital reorganization, coordination of post-merger services and special meetings).", "snippet_links": [{"key": "to-the-extent", "type": "clause", "offset": [0, 13]}, {"key": "the-fund", "type": "clause", "offset": [19, 27]}, {"key": "the-transfer-agent", "type": "clause", "offset": [45, 63]}, {"key": "the-services", "type": "clause", "offset": [75, 87]}, {"key": "listed-below", "type": "clause", "offset": [88, 100]}, {"key": "terms-and-fees", "type": "clause", "offset": [172, 186]}, {"key": "by-the-parties", "type": "clause", "offset": [205, 219]}, {"key": "corporate-actions", "type": "definition", "offset": [225, 242]}, {"key": "inter-alia", "type": "clause", "offset": [254, 264]}, {"key": "capital-reorganization", "type": "clause", "offset": [333, 355]}, {"key": "services-and", "type": "clause", "offset": [385, 397]}, {"key": "special-meetings", "type": "definition", "offset": [398, 414]}], "samples": [{"hash": "2DtPZ8ftnu3", "uri": "/contracts/2DtPZ8ftnu3#optional-services", "label": "Transfer Agency and Service Agreement (Nuveen Credit Opportunities 2022 Target Term Fund)", "score": 26.1047229767, "published": true}, {"hash": "bwYDiK0DR8x", "uri": "/contracts/bwYDiK0DR8x#optional-services", "label": "Transfer Agency and Service Agreement (Nuveen Preferred & Income 2022 Term Fund)", "score": 26.0663928986, "published": true}, {"hash": "9ZBCDIoALyN", "uri": "/contracts/9ZBCDIoALyN#optional-services", "label": "Transfer Agency and Service Agreement (Nuveen California Select Tax Free Income Portfolio)", "score": 25.5325126648, "published": true}], "size": 104, "hash": "bb576afa93e2375020296d07aff95811", "id": 1}, {"snippet": "The cardholder may subscribe to optional services or benefits supplied by independent service providers. Desjardins is not liable for services or benefits that it does not directly provide. In the event of a dispute, the cardholder must address the matter directly with the supplier of such services or benefits. All terms and conditions pursuant to an optional service are specified in a separate agreement and shall not form a part of this Agreement even where Desjardins collects an amount for such optional service. The cardholder may terminate an optional service at any time during the term of the Agreement on giving 30 day\u2019s notice to the service provider or such shorter period of notice as is specified in the agreement under which the service is provided. The optional services associated with the Visa Desjardins account may be modified or terminated without notice by the service provider, unless the law provides otherwise. The cardholder must contact the service provider should he require additional information regarding the modification or termination of an optional service.", "snippet_links": [{"key": "independent-service-providers", "type": "clause", "offset": [74, 103]}, {"key": "not-liable", "type": "clause", "offset": [119, 129]}, {"key": "for-services", "type": "clause", "offset": [130, 142]}, {"key": "directly-provide", "type": "definition", "offset": [172, 188]}, {"key": "in-the-event-of-a-dispute", "type": "clause", "offset": [190, 215]}, {"key": "the-supplier", "type": "definition", "offset": [270, 282]}, {"key": "all-terms-and-conditions", "type": "clause", "offset": [313, 337]}, {"key": "pursuant-to", "type": "definition", "offset": [338, 349]}, {"key": "separate-agreement", "type": "clause", "offset": [389, 407]}, {"key": "form-a", "type": "definition", "offset": [422, 428]}, {"key": "this-agreement", "type": "clause", "offset": [437, 451]}, {"key": "at-any-time", "type": "clause", "offset": [569, 580]}, {"key": "during-the-term-of-the-agreement", "type": "clause", "offset": [581, 613]}, {"key": "to-the-service", "type": "clause", "offset": [640, 654]}, {"key": "period-of-notice", "type": "clause", "offset": [680, 696]}, {"key": "in-the-agreement", "type": "clause", "offset": [713, 729]}, {"key": "the-optional", "type": "clause", "offset": [767, 779]}, {"key": "associated-with", "type": "definition", "offset": [789, 804]}, {"key": "by-the-service-provider", "type": "clause", "offset": [878, 901]}, {"key": "the-law", "type": "clause", "offset": [910, 917]}, {"key": "additional-information-regarding", "type": "clause", "offset": [1005, 1037]}, {"key": "termination-of", "type": "definition", "offset": [1058, 1072]}], "samples": [{"hash": "gwnfRPUGirD", "uri": "/contracts/gwnfRPUGirD#optional-services", "label": "Cardholder Agreement", "score": 32.8319168091, "published": true}, {"hash": "gGufv9S9oqY", "uri": "/contracts/gGufv9S9oqY#optional-services", "label": "Cardholder Agreement", "score": 31.7041225433, "published": true}, {"hash": "intqzJyD5qW", "uri": "/contracts/intqzJyD5qW#optional-services", "label": "Cardholder Agreement", "score": 29.4211578369, "published": true}], "size": 40, "hash": "6812cb3fd702f788a6d76decbb0aacac", "id": 3}, {"snippet": "To the extent that Company elects to engage any entity other than the Transfer Agent (\u201cCompany Vendor\u201d) to provide any of the services listed below, the Company shall give the Transfer Agent the right of first refusal to provide such services upon the same terms and fees as the Company Vendor:\n(a) Employee Stock Purchase or Option Plan services; and\n(b) Corporate Actions services (including, inter alia, odd lot buy backs, exchanges, mergers, redemptions, subscriptions, capital reorganizations, coordination of post-merger services and special meetings).", "snippet_links": [{"key": "to-the-extent", "type": "clause", "offset": [0, 13]}, {"key": "the-transfer-agent", "type": "clause", "offset": [66, 84]}, {"key": "company-vendor", "type": "definition", "offset": [87, 101]}, {"key": "to-provide", "type": "clause", "offset": [104, 114]}, {"key": "the-services", "type": "clause", "offset": [122, 134]}, {"key": "listed-below", "type": "clause", "offset": [135, 147]}, {"key": "the-company-shall", "type": "clause", "offset": [149, 166]}, {"key": "the-right-of-first-refusal", "type": "clause", "offset": [191, 217]}, {"key": "terms-and-fees", "type": "clause", "offset": [257, 271]}, {"key": "employee-stock-purchase", "type": "clause", "offset": [299, 322]}, {"key": "plan-services", "type": "definition", "offset": [333, 346]}, {"key": "corporate-actions", "type": "definition", "offset": [356, 373]}, {"key": "inter-alia", "type": "clause", "offset": [395, 405]}, {"key": "capital-reorganizations", "type": "clause", "offset": [474, 497]}, {"key": "services-and", "type": "clause", "offset": [527, 539]}, {"key": "special-meetings", "type": "definition", "offset": [540, 556]}], "samples": [{"hash": "bsXdH29OhgY", "uri": "/contracts/bsXdH29OhgY#optional-services", "label": "Transfer Agency and Service Agreement (Gabelli Convertible & Income Securities Fund Inc)", "score": 29.2874736786, "published": true}, {"hash": "8geAOp06wct", "uri": "/contracts/8geAOp06wct#optional-services", "label": "Transfer Agency and Service Agreement (Gabelli Global Utility & Income Trust)", "score": 29.1971244812, "published": true}, {"hash": "2mbXEpovBB2", "uri": "/contracts/2mbXEpovBB2#optional-services", "label": "Transfer Agency and Service Agreement (Gabelli Healthcare & WellnessRx Trust)", "score": 24.2717323303, "published": true}], "size": 19, "hash": "d1c4c73aee648d448b90c6857fd86f7a", "id": 8}, {"snippet": "The Funds may contract with UMBFS to provide one or more of the following optional services. Additional fees apply.", "snippet_links": [{"key": "the-funds", "type": "clause", "offset": [0, 9]}, {"key": "provide-one", "type": "clause", "offset": [37, 48]}, {"key": "additional-fees", "type": "clause", "offset": [93, 108]}], "samples": [{"hash": "2wEzqF04UnJ", "uri": "/contracts/2wEzqF04UnJ#optional-services", "label": "Transfer Agency Agreement (Vericimetry Funds)", "score": 25.0793972015, "published": true}, {"hash": "98EqsbPxFPF", "uri": "/contracts/98EqsbPxFPF#optional-services", "label": "Transfer Agency Agreement (Bragg Capital Trust)", "score": 23.7405891418, "published": true}, {"hash": "1bKgL1Mcogy", "uri": "/contracts/1bKgL1Mcogy#optional-services", "label": "Transfer Agency Agreement (SteelPath MLP Funds Trust)", "score": 22.9904174805, "published": true}], "size": 23, "hash": "ee0bcc33294fe08d4aea957d6a9baa11", "id": 7}, {"snippet": "To the extent that a Customer elects to engage the Transfer Agent to provide the services listed below the Customer shall engage the Transfer Agent to provide such services upon terms and fees to be agreed upon by the parties:\n(a) Corporate actions (including inter alia, odd lot buy backs, exchanges, mergers, redemptions, subscriptions, capital reorganization, coordination of post-merger services and special meetings).", "snippet_links": [{"key": "to-the-extent", "type": "clause", "offset": [0, 13]}, {"key": "the-transfer-agent", "type": "clause", "offset": [47, 65]}, {"key": "the-services", "type": "clause", "offset": [77, 89]}, {"key": "listed-below", "type": "clause", "offset": [90, 102]}, {"key": "the-customer-shall", "type": "clause", "offset": [103, 121]}, {"key": "terms-and-fees", "type": "clause", "offset": [178, 192]}, {"key": "by-the-parties", "type": "clause", "offset": [211, 225]}, {"key": "corporate-actions", "type": "definition", "offset": [231, 248]}, {"key": "inter-alia", "type": "clause", "offset": [260, 270]}, {"key": "capital-reorganization", "type": "clause", "offset": [339, 361]}, {"key": "services-and", "type": "clause", "offset": [391, 403]}, {"key": "special-meetings", "type": "definition", "offset": [404, 420]}], "samples": [{"hash": "iTwB878bMQh", "uri": "/contracts/iTwB878bMQh#optional-services", "label": "Transfer Agency Agreement", "score": 31.3408622742, "published": true}, {"hash": "6UhWSFbNan4", "uri": "/contracts/6UhWSFbNan4#optional-services", "label": "Transfer Agency and Service Agreement (Federated Premier Municipal Income Fund)", "score": 28.761806488, "published": true}, {"hash": "lRibDQ6j3HW", "uri": "/contracts/lRibDQ6j3HW#optional-services", "label": "Transfer Agency and Service Agreement (Federated Premier Municipal Income Fund)", "score": 28.6084880829, "published": true}], "size": 36, "hash": "f6e832c11a655050f2f41a3ca1476882", "id": 4}, {"snippet": "The Funds may contract with UMBFS to provide one or more of the following optional services. Additional fees apply. \u00b7 UMBFS\u2019 Internet services, including Adviser Services, RIA/Broker Services, Shareholder Services, NAV Services, Vision, Adviser Central and email services. \u00b7 UMBISG VRU services (per fund group) \u00b7 Shareholder \u201cwelcome\u201d packages with initial confirmation \u00b7 Access to UMBFS\u2019 Tax and Retirement Group to answer questions and coordinate retirement plan options \u00b7 Money market funds for short-term investment or exchanges \u00b7 Dedicated service representatives \u00b7 Weekend and holiday shareholder services \u00b7 Customized reorder form tracking \u00b7 Give dealers access through NSCC\u2019s Fund/SERV and Networking \u00b7 Customized forms and applications \u00b7 Training of adviser staff on regulatory developments \u00b7 Annual base fee, per fund $ 20,000 \u00b7 Share classes in addition to the first (per month, per class) $ 500 \u00b7 Open account fee: \u00b7 Quarterly/annual dividend funds $ 12.00 \u00b7 Monthly dividend funds $ 12.00 \u00b7 Daily dividend funds $ 12.00 \u00b7 Matrix level 3 accounts $ 8.50 \u00b7 Closed account fee (per year) $ 3.00 \u00b7 One-time set-up (manual, per account) $ 3.00 \u00b7 One-time set-up (automated NSCC, per account) $ 1.50 \u00b7 Transaction fee (e.g., financial, maintenance) $ 2.00 \u00b7 Automated transactions* $ .35 *includes NSCC activity processing, AIP/SWP/auto exchanges, dividends, any required IRS withholding \u00b7 Per fund (per year) $ 1,000 \u00b7 Additional account set-up (per non-individual account)* $ 1.00 \u00b7 Suspicious Activity Report filing (per occurrence) $ 25.00 \u00b7 Escheatment filing (per state) $ 50.00 *e.g., business account, trust account, partnership account, etc. CCO Support Services(1) Annual fee per fund family $ 1,500 \u00b7 Annual maintenance fee per account (may be charged to shareholders) $ 15.00 \u00b7 \u2587\u2587\u2587 transfer/rollover/recharacterization/RMD fee (per occurrence) $ 15.00 Advanced Reporting Solutions(1) \u00b7 Annual maintenance fee* $ 5,000 \u00b7 Additional interactive user license (per license per year) $ 1,000 \u00b7 Analyst named user license (per license per year) $ 2,500 *Annual maintenance fee includes initial setup costs plus one interactive user license \u00b7 Telephone calls, letters/e-mails, research/lost shareholder (per occurrence) $ 3.00 \u00b7 Standard applications and forms in electronic format no charge \u00b7 Customized forms as quoted \u00b7 Pre-printed, machine-ready statement inserts (per item) $ .03 \u00b7 Standard single-sided statement/confirm/tax form/check (per item including .pdf) \u00b7 First page $ .30 \u00b7 Each additional page $ .15 Additional fees at $175 per hour, or as quoted by project, may apply for special programming or projects to meet your servicing requirements or to create custom reports. Out-of-pocket expenses include, but are not limited to, annual year-end programming fees, copying charges, facsimile charges, inventory and record storage and reprocessing, statement paper, check stock, envelopes, tax forms, postage and direct delivery charges, tape/disk storage, travel, CPU usage, telephone and long distance charges, VPN/VNET fees, retirement plan documents, proxies and proxy services, NSCC participant billing, P.O. box rental, toll-free number, customer identity check fees, bank account service fees and any other bank charges, and expenses, including but not limited to attorney\u2019s fees, incurred in connection with responding to and complying with SEC or other regulatory investigations, inquiries or subpoenas, excluding routine examinations of UMB in its capacity as a service provider to the funds. Money Market Exchange Vehicles(1) \u00b7 Exception check writing (per set definition, per occurrence) $ 2.00 \u00b7 One-time set-up fee per money market fund used $ 2,000 \u00b7 Monthly base fee per money market fund used $ 650 NSCC and Fund/SERV Trading(1) Use of UMB Distribution Services, LLC\u2019s NSCC membership (per fund, per year) \u00b7 Each of first three funds in fund family $ 2,000 \u00b7 Each additional fund $ 1,000 VRU Services(1) \u00b7 One-time VRU set-up fee $ 3,500 \u00b7 Annual VRU maintenance fee $ 2,500 \u00b7 VRU charge (per call) $ .40 Internet Services(1) \u00b7 Broker Browser \u00b7 One-time set-up fee (standard) $ 1,500 \u00b7 Inquiry no charge \u00b7 Shareholder Browser \u00b7 One-time set-up fee $ 7,500 \u00b7 Annual maintenance fee \u2013 up to 50,000 accounts $ 7,500 \u00b7 Annual maintenance fee \u2013 over 50,000 accounts $ 15,000 \u00b7 Inquiry (per occurrence) $ .15 \u00b7 New account set-up, one-time fee per account $ 2.50 \u00b7 Transactions* and account maintenance (per occurrence) $ .50 *additional purchases, exchanges and redemptions \u00b7 Web-based document mailings* \u00b7 One-time set-up fee $ 4,000 \u00b7 Annual maintenance fee $ 1,500 \u00b7 Per shareholder, per mailing $ .15 *statements, prospectuses, financial reports, etc. Rule 22c-2 Service Fees(1) Per fund family $ 5,000 Per CUSIP (billed monthly) $ 3,000/yr.* *Subject to a minimum of $5,000 per year, per fund family The Annual Management Fee applies to UMB Fund Services\u2019 review and reporting of exception items. Additional reports or requests for data that are outside of the exception-based reporting process are deemed special projects billed at the rate shown in this fee schedule. \u00b7 One-time fee to initiate STN 22c-2, per fund family $ 2,000 \u00b7 Monthly fee for STN 22c-2 services The monthly fee is based on number of CUSIPs participating at time of service initiation. Pricing will increase or decrease based on CUSIP count annually (or more frequently upon occurrence of a merger or similar event) to the appropriate tier based on number of CUSIPs at time of adjustment: \u00b7 0\u201315 CUSIPS with up to 750,000 stored records $ 700/mo. \u00b7 16\u201330 CUSIPS with up to 1.5 million stored records $ 1,000/mo. \u00b7 30+ CUSIPS with up to $2.5 million stored records $ 1,200/mo. A fee of $250 per month will be charged for each additional million records stored beyond the number included as part of the monthly fee. The above out-of-pocket expenses will increase to the extent that SunGard increases its pricing under the contract between UMB Fund Services and SunGard. In addition to the fees noted above, certain third-party fees and expenses (including NSCC charges) may be billed directly by the applicable third-party provider or passed through by UMB Fund Services.", "snippet_links": [{"key": "the-funds", "type": "clause", "offset": [0, 9]}, {"key": "provide-one", "type": "clause", "offset": [37, 48]}, {"key": "additional-fees", "type": "clause", "offset": [93, 108]}, {"key": "internet-services", "type": "definition", "offset": [125, 142]}, {"key": "broker-services", "type": "definition", "offset": [176, 191]}, {"key": "shareholder-services", "type": "definition", "offset": [193, 213]}, {"key": "email-services", "type": "clause", "offset": [257, 271]}, {"key": "fund-group", "type": "definition", "offset": [300, 310]}, {"key": "access-to", "type": "clause", "offset": [373, 382]}, {"key": "retirement-group", "type": "clause", "offset": [398, 414]}, {"key": "answer-questions", "type": "clause", "offset": [418, 434]}, {"key": "retirement-plan-options", "type": "clause", "offset": [450, 473]}, {"key": "money-market-funds", "type": "definition", "offset": [476, 494]}, {"key": "service-representatives", "type": "clause", "offset": [546, 569]}, {"key": "regulatory-developments", "type": "clause", "offset": [777, 800]}, {"key": "annual-base-fee", "type": "clause", "offset": [803, 818]}, {"key": "share-classes", "type": "clause", "offset": [840, 853]}, {"key": "in-addition-to-the", "type": "clause", "offset": [854, 872]}, {"key": "per-month", "type": "clause", "offset": [880, 889]}, {"key": "per-class", "type": "definition", "offset": [891, 900]}, {"key": "open-account-fee", "type": "clause", "offset": [910, 926]}, {"key": "annual-dividend", "type": "definition", "offset": [940, 955]}, {"key": "daily-dividend-funds", "type": "clause", "offset": [1005, 1025]}, {"key": "level-3", "type": "definition", "offset": [1043, 1050]}, {"key": "closed-account-fee", "type": "clause", "offset": [1069, 1087]}, {"key": "per-year", "type": "definition", "offset": [1089, 1097]}, {"key": "transaction-fee", "type": "clause", "offset": [1210, 1225]}, {"key": "additional-account", "type": "definition", "offset": [1428, 1446]}, {"key": "individual-account", "type": "definition", "offset": [1463, 1481]}, {"key": "suspicious-activity-report", "type": "definition", "offset": [1493, 1519]}, {"key": "per-occurrence", "type": "clause", "offset": [1528, 1542]}, {"key": "business-account", "type": "definition", "offset": [1600, 1616]}, {"key": "trust-account", "type": "clause", "offset": [1618, 1631]}, {"key": "partnership-account", "type": "definition", "offset": [1633, 1652]}, {"key": "annual-fee", "type": "definition", "offset": [1683, 1693]}, {"key": "fund-family", "type": "definition", "offset": [1698, 1709]}, {"key": "annual-maintenance-fee", "type": "clause", "offset": [1720, 1742]}, {"key": "named-user-license", "type": "definition", "offset": [2017, 2035]}, {"key": "setup-costs", "type": "clause", "offset": [2108, 2119]}, {"key": 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{"key": "tax-forms", "type": "definition", "offset": [2913, 2922]}, {"key": "delivery-charges", "type": "definition", "offset": [2943, 2959]}, {"key": "cpu-usage", "type": "clause", "offset": [2988, 2997]}, {"key": "long-distance-charges", "type": "clause", "offset": [3013, 3034]}, {"key": "plan-documents", "type": "definition", "offset": [3062, 3076]}, {"key": "proxy-services", "type": "definition", "offset": [3090, 3104]}, {"key": "box-rental", "type": "definition", "offset": [3137, 3147]}, {"key": "identity-check", "type": "clause", "offset": [3176, 3190]}, {"key": "account-service-fees", "type": "clause", "offset": [3202, 3222]}, {"key": "bank-charges", "type": "definition", "offset": [3237, 3249]}, {"key": "in-connection-with", "type": "clause", "offset": [3320, 3338]}, {"key": "responding-to", "type": "clause", "offset": [3339, 3352]}, {"key": "complying-with", "type": "clause", "offset": [3357, 3371]}, {"key": "regulatory-investigations", "type": "clause", "offset": [3385, 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The Supplier acknowledges that the Authority is not obliged to take any Optional Services from the Supplier and that nothing shall prevent the Authority from receiving services that are the same as or similar to the Optional Services from any third party.", "snippet_links": [{"key": "the-authority-may", "type": "clause", "offset": [0, 17]}, {"key": "require-the", "type": "clause", "offset": [18, 29]}, {"key": "supplier-to-provide", "type": "clause", "offset": [30, 49]}, {"key": "the-optional", "type": "clause", "offset": [64, 76]}, {"key": "at-any-time", "type": "clause", "offset": [86, 97]}, {"key": "to-the-supplier", "type": "clause", "offset": [115, 130]}, {"key": "in-writing", "type": "definition", "offset": [131, 141]}, {"key": "receiving-services", "type": "clause", "offset": [301, 319]}, {"key": "similar-to", "type": "definition", "offset": [344, 354]}, {"key": "third-party", "type": "definition", "offset": [386, 397]}], "samples": [{"hash": "eeIbwHUyckT", "uri": "/contracts/eeIbwHUyckT#optional-services", "label": "Model Services Contract", "score": 35.0658378601, "published": true}, {"hash": "9BtcI702cZG", "uri": "/contracts/9BtcI702cZG#optional-services", "label": "Model Services Contract", "score": 34.527721405, "published": true}, {"hash": "3vyet96qalN", "uri": "/contracts/3vyet96qalN#optional-services", "label": "Model Services Contract", "score": 33.3018989563, "published": true}], "size": 19, "hash": "e3a2cae88e3136b31aaa948b767f9fae", "id": 9}, {"snippet": "The Funds may contract with Transfer Agent to provide one or more of the following optional services for additional fees.", "snippet_links": [{"key": "the-funds", "type": "clause", "offset": [0, 9]}, {"key": "transfer-agent", "type": "definition", "offset": [28, 42]}, {"key": "provide-one", "type": "clause", "offset": [46, 57]}, {"key": "services-for-additional-fees", "type": "clause", "offset": [92, 120]}], "samples": [{"hash": "iWqtAjIZavw", "uri": "/contracts/iWqtAjIZavw#optional-services", "label": "Transfer Agency Agreement (Investment Managers Series Trust)", "score": 37.1505813599, "published": true}, {"hash": "9zUBgN5c0l4", "uri": "/contracts/9zUBgN5c0l4#optional-services", "label": "Transfer Agency Agreement", "score": 31.3408622742, "published": true}, {"hash": "9b55LKyFoRy", "uri": "/contracts/9b55LKyFoRy#optional-services", "label": "Transfer Agency Agreement (Smead Funds Trust)", "score": 30.2375087738, "published": true}], "size": 13, "hash": "3703beb3eab1879fe1e9b1cd08e8aaf0", "id": 10}, {"snippet": "We may offer you products and services through one or more third parties (\u201cOptional Services\u201d). You agree that, as available, the applicable third-party provider (\u201cProvider\u201d) solely supplies and/or supports all Optional Services. We are not a party to your contracts with Providers. You are responsible for conducting your own due diligence on any Provider that you use, including the fitness of its services for a particular purpose and for determining the compliance of its services with the Operating Regulations and the Laws, even if we resell the Provider\u2019s services. You bear all of the risks associated with using an Optional Service. Although not an exhaustive list, we are not liable for: (i) exercising control over Provider; (ii) errors related to establishing and maintaining account relationships with Providers; or (iii) ensuring service levels with respect to the Optional Service(s). Our decision to offer any Optional Service shall not limit your duty to: (i) ensure that all account numbers are correct; (ii) notify Providers of changes to ACH, address, and account information; (iii) pay all fees, fines, damages, losses, or expenses arising in connection with your possession or use of an Optional Service; (iv) perform your own due diligence before using an Optional Service; and/or (v) perform any other proper act related to your use of the Optional Service. You agree to indemnify and hold us harmless for any damage, loss, claim, or liability arising from your possession and/or use of any Optional Service. Each Provider has the right to require you to enter into a separate agreement with it. Whether you and Provider enter into a separate agreement, you agree that: (i) your rights and duties regarding the use of an Optional Service are neither assignable nor delegable without Provider\u2019s prior written consent; (ii) you acquire no property right, intellectual property right, claim, or interest in any of Provider\u2019s systems, equipment, software, processes, programs, or data; and (iii) you shall protect the confidentiality of Provider\u2019s software and documentation.", "snippet_links": [{"key": "products-and-services", "type": "definition", "offset": [17, 38]}, {"key": "third-parties", "type": "definition", "offset": [59, 72]}, {"key": "as-available", "type": "definition", "offset": [112, 124]}, {"key": "the-applicable", "type": "clause", "offset": [126, 140]}, {"key": "party-provider", "type": "definition", "offset": [147, 161]}, {"key": "a-party", "type": "clause", "offset": [241, 248]}, {"key": "contracts-with-providers", "type": "clause", "offset": [257, 281]}, 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"title": "Optional Services", "parents": [["dividend-disbursing-services", "Dividend Disbursing Services"], ["miscellaneous", "Miscellaneous"], ["your-responsibilities", "Your Responsibilities"], ["service-description", "Service Description"], ["optional-services", "Optional Services"]], "size": 1417, "id": "optional-services", "related": [["transitional-services", "Transitional Services", "Transitional Services"], ["additional-services", "Additional Services", "Additional Services"], ["educational-services", "Educational Services", "Educational Services"], ["transactional-services", "Transactional Services", "Transactional Services"], ["additional-service", "Additional Service", "Additional Service"]], "related_snippets": [], "updated": "2026-05-22T04:28:58+00:00", "also_ask": [], "drafting_tip": "Specify which services are optional to prevent misunderstandings; outline selection procedures to ensure clarity; define associated costs to avoid disputes.", "explanation": "The Optional Services clause defines the terms under which additional, non-essential services may be offered or requested beyond the main agreement. It typically outlines how these services are proposed, the process for approval, and any associated costs or conditions. For example, a client may request extra consulting hours or specialized support, which would be subject to separate agreement or pricing. This clause ensures both parties have a clear framework for handling requests for supplementary services, preventing misunderstandings and facilitating flexibility in the business relationship."}, "json": true, "cursor": ""}}