Shareholder Desktop Online New Accounts. Allows clients the ability to set up a new account online if they provide valid ACH information and agree to all disclaimers and agreements on site. E-Signature capability Fund Data Web Package Performance Web Page Comprehensive performance report hosted by GFS Fund performance updated nightly Up to 20 indexes available Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel Growth of $10,000 graph available Holdings web page Fund holding updated periodically to meet fund disclosure rules hosted by GFS Fund holding updated periodically to meet fund disclosure rules Top ten report available Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel
Shareholder Desktop Online New Accounts. Allows clients the ability to set up a new account online if they provide valid ACH information and agree to all disclaimers and agreements on site. E-Signature capability
Shareholder Desktop Online New Accounts. Allows clients the ability to set up a new account online if they provide valid ACH information and agree to all disclaimers and agreements on site. · E-Signature capability
Shareholder Desktop Online New Accounts. Allows clients the ability to set up a new account online if they provide valid ACH information and agree to all disclaimers and agreements on site. E-Signature capability LIST OF FUNDS SERVICES & FEES Fund Data Web Package Performance Web Page · Comprehensive performance report hosted by GFS o Fund performance updated nightly o Up to 20 indexes available o Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel o Growth of $10,000 graph available Holdings web page · Fund holding updated periodically to meet fund disclosure rules hosted by GFS o Fund holding updated periodically to meet fund disclosure rules o Top ten report available o Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel
Shareholder Desktop Online New Accounts. Allows clients the ability to set up a new account online if they provide valid ACH information and agree to all disclaimers and agreements on site. E-Signature capability Fund Data Web Package Performance Web Page ● Comprehensive performance report hosted by GFS o Fund performance updated nightly o Up to 20 indexes available o Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel o Growth of $10,000 graph available Holdings web page ● Fund holding updated periodically to meet fund disclosure rules hosted by GFS o Fund holding updated periodically to meet fund disclosure rules o Top ten report available o Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel
Shareholder Desktop Online New Accounts. ■ Allows clients the ability to set up a new account online if they provide valid ACH information and agree to all disclaimers and agreements on site. ■ E-Signature capability Fund Data Web Package Performance Web Page ■ Comprehensive performance report hosted by GFS ○ Fund performance updated nightly ○ Up to 20 indexes available ○ Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel ○ Growth of $10,000 graph available Holdings web page ■ Fund holding updated periodically to meet fund disclosure rules hosted by GFS ○ Fund holding updated periodically to meet fund disclosure rules ○ Top ten report available ○ Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel
Shareholder Desktop Online New Accounts. Allows clients the ability to set up a new account online if they provide valid ACH information and agree to all disclaimers and agreements on site. E-Signature capability Appendix IV | 4 FUND DATA WEB PACKAGE Performance Web Page · Comprehensive performance report hosted by UFS o Fund performance updated nightly o Up to 20 indexes available o Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel o Growth of $10,000 graph available Holdings web page · Fund holding updated periodically to meet fund disclosure rules hosted by UFS o Fund holding updated periodically to meet fund disclosure rules o Top ten report available o Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel
