Provision of Fund Documents for Paper Delivery Sample Clauses
The 'Provision of Fund Documents for Paper Delivery' clause requires that fund-related documents be made available to recipients in physical, paper form upon request. In practice, this means that investors or other entitled parties can opt to receive important materials—such as prospectuses, annual reports, or statements—by mail rather than electronically. This clause ensures that all parties have access to necessary information in their preferred format, addressing accessibility concerns and compliance with regulations that may mandate paper delivery for certain disclosures.
Provision of Fund Documents for Paper Delivery. The Trust and the Distributor shall:
(a) At their expense, as the Company may reasonably request from time to time, provide the Company with sufficient paper copies of the then current Fund Documents, so that the Company may maintain a supply of such current paper documents sufficient in its reasonable judgment to meet anticipated requests from Contract Owners (see paragraphs (e) and (f) of Rule 30e-3 and paragraphs (i)(1) and (j)(3) of Rule 498A). Such Company requests shall be fulfilled reasonably promptly, but in no event more than 3 business days after the request from the Company is received by either the Trust or the Distributor.
(b) Alternatively, if requested by the Company in lieu thereof, the Trust or its designee shall provide such electronic or other documentation (including “camera ready” copies of the current Fund Documents as set in type, or at the request of the Company, a diskette in a form suitable to be sent to a financial printer), and such other assistance as is reasonably necessary to have the then current Fund Documents printed for distribution; the reasonable costs of providing the electronic documentation and of such printing to be borne by the Trust.
(c) The Trust (and/or the Distributor) shall reimburse the Company for the costs of mailing the Fund Documents to Contract Owners. This reimbursement is in addition to, and not part of or in lieu of, the Website Hosting and Notice Fee specified above.
Provision of Fund Documents for Paper Delivery. The Fund and the Underwriter shall:
(a) At their expense, as the Company may reasonably request from time to time, provide the Company with sufficient paper copies of the then current Fund Documents, so that the Company may maintain a supply of such current paper documents sufficient in its reasonable judgment to meet anticipated requests from Contract Owners (see paragraphs (e) and (f) of Rule 30e-3 and paragraphs (i)(1) and (j)(3) of Rule 498A). Such Company requests shall be fulfilled reasonably promptly, but in no event more than 7 business days after the request from the Company is received by either the Fund or the Underwriter.
(b) Alternatively, if requested by the Company in lieu thereof, the Fund or its designee shall provide such electronic or other documentation (including “camera ready” copies of the current Fund Documents as set in type, or at the request of the Company, a diskette in a form suitable to be sent to a financial printer), and such other assistance as is reasonably necessary to have the then current Fund Documents printed for distribution; the reasonable costs of providing the electronic documentation and of such printing to be borne by the Fund.
Provision of Fund Documents for Paper Delivery. The Fund and the Underwriter shall:
(a) As the Company may reasonably request from time to time, provide the Company with sufficient paper copies of the then current Fund Documents, so that the Company may maintain a supply of such current paper documents sufficient in its reasonable judgment to meet anticipated requests from Contract Owners (see paragraphs (i)(1) and (j)(3) of Rule 498A). Company requests for paper copies shall be fulfilled reasonably promptly, but in no event more than 30 business days after the request from the Company is received by either the Fund or the Underwriter.
Provision of Fund Documents for Paper Delivery. (a) The Fund shall provide the Company with a quantity of paper copies of the then current Fund Documents as it deem reasonably sufficient. The Company, at its expense, may request additional copies of Fund Documents from time to time in order that the Company may maintain a supply of such current paper documents sufficient in its reasonable judgment to meet anticipated requests from Contract holders in order to comply with the requirements of paragraphs (e) and (f) of Rule 30e-3 and paragraphs (i)(1) and (j)(3) of Rule 498A. Such Company requests shall be fulfilled reasonably promptly, after the request from the Company or its agent is received by either the Fund or DFAS.
(b) Alternatively, if requested by the Company in lieu thereof, the Fund or its designee shall provide such electronic or other documentation (including “camera ready” copies of the current Fund Documents as set in type, or at the request of the Company, a diskette in a form suitable to be sent to a financial printer), and such other assistance as is reasonably necessary to have the then current Fund Documents printed for distribution; the reasonable costs of providing the electronic documentation and of such printing to be borne by the Company.
(c) The costs of mailing the Fund Documents to Contract holders shall be borne by the Company.
Provision of Fund Documents for Paper Delivery. Series and CRMC shall:
(a) At their expense, as the Company may reasonably request from time to time, provide the Company with sufficient paper copies of the then current Fund Documents, so that the Company may maintain a supply of such current paper documents sufficient in its reasonable judgment to meet anticipated requests from Contract Owners (see paragraphs (e) and (f) of Rule 30e-3 and paragraphs (i)(1) and (j)(3) of Rule 498A). Such Company requests shall be fulfilled reasonably promptly.
(b) Alternatively, if requested by the Company in lieu thereof, Series and CRMC or its designee shall provide such electronic or other documentation (including “camera ready” copies of the current Fund Documents as set in type, or at the request of the Company, a diskette in a form suitable to be sent to a financial printer), and such other assistance as is reasonably necessary to have the then current Fund Documents printed for distribution; the reasonable costs of providing the electronic documentation and of such printing to be borne by Series and CRMC.
(c) Series (and/or CRMC) shall reimburse the Company for the costs of mailing the Fund Documents to Contract Owners.
Provision of Fund Documents for Paper Delivery. To satisfy Contract Owner requests under paragraphs (i)(1) and (j)(3) of Rule 498A, the Trust or the Distributor shall provide the Company with as many printed copies of the Fund Documents as the Company may reasonably request, with expenses to be borne in accordance with the applicable expense schedule in the Participation Agreement. If requested by the Company in lieu thereof, the Trust or the Distributor shall provide the Fund Documents (including a print-ready .pdf or an electronic copy in a format suitable for printing) and such other assistance as is reasonably necessary in order for the Company to have the Fund Documents printed together in a single document or printed individually by the Company if it so chooses.
Provision of Fund Documents for Paper Delivery. The Fund and the Underwriter shall:
(a) At their expense, as the Company may reasonably request semi-annually, provide the Company with sufficient paper copies of the then current Shareholder Reports, so that the Company may maintain a supply of such current paper documents sufficient it its reasonable judgement to mee the anticipated requests from Contract Owners (see paragraphs (i) (1) and (j) (3) of Rule 498A). Such Company requests shall be fulfilled reasonably promptly after the request from the Company is received by either Fund or the Underwriter.
(b) Alternatively, if requested by the Company in lieu thereof, the Fund or its designee shall provide such electronic or other documentation (including “camera ready” copies of the current Shareholder Reports as set in type, or at the request of the Company, a diskette in a form suitable to be sent to a financial printer), and such other assistance as is reasonably necessary to have the then current Shareholder Reports printed for distribution; the reasonable costs of providing the electronic documentation and of such printing to be borne by the Fund.
Provision of Fund Documents for Paper Delivery. The Fund and the Distributor shall:
(a) At their expense, as the Company may reasonably request from time to time, provide the Company with sufficient paper copies of the then current Fund Documents, so that the Company may maintain a supply of such current paper documents sufficient in its reasonable judgment to meet anticipated requests from Contract Owners (see paragraphs (i)(1) and (j)(3) of Rule 498A). Such Company requests shall be fulfilled reasonably promptly, but in no event more than 30 business days after the request from the Company is received by either the Fund or the Distributor.
Provision of Fund Documents for Paper Delivery. The Fund shall:
(a) As the Life Company may reasonably request from time to time, provide the Life Company with sufficient paper copies of the then current Fund Documents, so that the Life Company may maintain a supply of such current paper documents sufficient in its reasonable judgment to meet anticipated requests from Contract Owners (see paragraphs (e) and (f) of Rule 30e-3 and paragraphs (i)(1) and (j)(3) of Rule 498A). Such Life Company requests shall be fulfilled reasonably promptly, but in no event more than 3 business days after the request from the Life Company is received by the Fund.
(b) Alternatively, if requested by the Life Company in lieu thereof, the Fund or its designee shall provide such electronic or other documentation (including “camera ready” copies of the current Fund Documents as set in type, or at the request of the Life Company, a diskette in a form suitable to be sent to a financial printer), and such other assistance as is reasonably necessary to have the then current Fund Documents printed for distribution;
Provision of Fund Documents for Paper Delivery. The Fund and/or the Underwriter shall:
(a) At their reasonable expense, as the Company may reasonably request from time to time, provide the Company with sufficient paper copies of the then current Fund Documents, so that the Company may maintain a supply of such current paper documents sufficient in its reasonable judgment to meet anticipated requests from existing Contract Owners (see paragraphs (i)(1) and (j)(3) of Rule 498A). Such Company requests shall be fulfilled reasonably promptly, but in no event more than 30 business days after the request from the Company is received by either the Fund or the Underwriter.
(b) Alternatively, if requested by the Company in lieu thereof, the Fund or its designee shall provide such electronic or other documentation (including "camera ready" copies of the current Fund Documents as set in type, or at the request of the Company, a diskette in a form suitable to be sent to a financial printer), and such other assistance as is reasonably necessary to have the then current Fund Documents printed for distribution; the reasonable costs of providing the electronic documentation and of such printing to be borne by the Fund.
(c) The Fund and/or the Underwriter shall reimburse the Company for the reasonable costs of mailing the Fund Documents to existing Contract Owners. This reimbursement is in addition to, and not part of or in lieu of, the Website Hosting Fee specified above.