Options Selection. TA Web is offered in a Basic Package and a Basic Plus (includes e Delivery and On-Line Account Applications). The Fund is selecting the Basic Plus.
Appears in 2 contracts
Sources: Transfer Agency Interactive Client Services Agreement (Financial Investors Trust), Transfer Agency Interactive Client Services Agreement (Heartland Group Inc)
Options Selection. TA Web is offered in a Basic Package and a Basic Plus (includes e e-Delivery and On-Line Account Applications). The Fund Trust is selecting the Basic Plus.
Appears in 2 contracts
Sources: Transfer Agency Interactive Client Services Agreement (Transparent Value Trust), Transfer Agency Interactive Client Services Agreement (Wesmark Funds)
Options Selection. TA Web is offered in a Basic Package and a Basic Plus (includes e e-Delivery and On-Line Account Applications)) and a Basic Plus (includes customized enhancements. The Fund fund is selecting the Basic PlusPackage.
Appears in 1 contract
Sources: Transfer Agency Interactive Client Services Agreement (Caldwell & Orkin Funds Inc)
Options Selection. TA Web is offered in a Basic Package and a Basic Plus Package (includes e Delivery and One-Line Account ApplicationsDelivery). The Fund is selecting the Basic PlusPlus Package.
Appears in 1 contract
Sources: Transfer Agency Interactive Client Services Agreement (AQR Funds)
Options Selection. TA Web is offered in a Basic Package and a Basic Plus (includes e e-Delivery and On-Line Account Applications). The Fund fund is selecting the Basic PlusBasic.
Appears in 1 contract
Sources: Transfer Agency Interactive Client Services Agreement (Cook & Bynum Funds Trust)