Programming Charges. ▪ __ /hour ▪ Charges incurred for customized services based upon fund family requirements including but not limited to: • Fund setup programming (transfer agent system, statements, options, etc.) • Conversion programming • Customized service development • Voice response system setup (menu selections, shareholder system integration, testing, etc.) • All other client specific customization and/or development services Outbound Calling & Marketing Campaigns - Cost based on project requirements.
Appears in 2 contracts
Sources: Transfer Agent Servicing Agreement (Trust for Advised Portfolios), Transfer Agent Servicing Agreement (Trust for Advised Portfolios)