Common use of Terms of Appointment; Duties of the Agent Clause in Contracts

Terms of Appointment; Duties of the Agent. Subject to the terms and conditions set forth in this Agreement, the Trust hereby employs and appoints the Agent to act as transfer agent, dividend disbursing agent, and shareholder servicing agent for the Funds. With respect to each of the Funds, the Agent shall perform all of the customary services of a transfer agent, dividend disbursing agent and shareholder servicing agent, and as relevant, agent in connection with accumulation, open account or similar plans (including without limitation any periodic investment plan or periodic withdrawal program), including but not limited to the following and as more fully described in Exhibit A:

Appears in 6 contracts

Samples: Transfer Agent Agreement (PFM Funds), Transfer Agent Agreement (PFM Funds), Transfer Agent Agreement (CMG Institutional Investors Trust)

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Terms of Appointment; Duties of the Agent. Subject to the terms and conditions set forth in this Agreement, the Trust hereby employs and appoints the Agent to act as transfer agent, dividend disbursing agent, and shareholder servicing agent for the Funds. With respect to each of the FundsFunds and each class thereof, the Agent shall perform all of the customary services of a transfer agent, dividend disbursing agent and shareholder servicing agent, and as relevant, agent in connection with accumulation, open account or similar plans (including without limitation any periodic investment plan or periodic withdrawal program), including but not limited to the following and as more fully described in Exhibit A:

Appears in 3 contracts

Samples: Transfer Agent Agreement (PFM Funds), Transfer Agent Agreement (PFM Funds), Transfer Agent Agreement (PFM Funds)

Terms of Appointment; Duties of the Agent. Subject to the terms and conditions set forth in this Agreement, the Trust hereby employs and appoints the Agent to act as transfer agent, dividend disbursing agent, and shareholder servicing agent for the Funds. With respect to each of the Funds, the Agent shall perform all of the customary services of a transfer agent, dividend disbursing agent and shareholder servicing agent, and as relevant, agent in connection with accumulation, open account or similar plans (including without limitation any periodic investment plan or periodic withdrawal program), including but not limited to the following and as more fully described in Exhibit AA and Addendum I:

Appears in 2 contracts

Samples: Transfer Agent Agreement (Commonwealth Cash Reserve Fund Inc), Transfer Agent Agreement (Cadre Institutional Investors Trust)

Terms of Appointment; Duties of the Agent. Subject to the terms and conditions set forth in this Agreement, the Trust hereby employs employ and appoints appoint the Agent to act as transfer agent, agent and dividend disbursing agent, and shareholder servicing agent for the Funds. With respect to each of the Funds, the The Agent shall perform all of the customary services of a transfer agent, agent and dividend disbursing agent and shareholder servicing agent, and as relevant, agent in connection with accumulation, open account or similar plans (including without limitation any periodic investment plan or periodic withdrawal program), including but not limited to the following and as more fully described in Exhibit Ato:

Appears in 2 contracts

Samples: Transfer Agent Agreement (Simms Funds), Transfer Agent Agreement (Simms Funds)

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Terms of Appointment; Duties of the Agent. Subject to the terms and conditions set forth in this Agreement, the Trust hereby employs and appoints the Agent to act as transfer agent, dividend disbursing agent, and shareholder servicing agent for the FundsFund. With respect to each of the Funds, the The Agent shall perform all of the customary services of a transfer agent, dividend disbursing agent and shareholder servicing agent, and as relevant, agent in connection with accumulation, open account or similar plans (including without limitation any periodic investment plan or periodic withdrawal program), including but not limited to the following and as more fully described in Exhibit A:

Appears in 2 contracts

Samples: Transfer Agent Agreement (Hospital & Health Facilities Trust), Transfer Agent Agreement (Cadre Institutional Investors Trust)

Terms of Appointment; Duties of the Agent. Subject to the terms and conditions set forth in this Agreement, the Trust Company hereby employs and appoints the Agent to act as transfer agent, agent and dividend disbursing agent, and shareholder servicing agent for the FundsFund. With respect to each of the Funds, the The Agent shall perform all of the customary services of a transfer agent, agent and dividend disbursing agent and shareholder servicing agent, and as relevant, agent in connection with accumulation, open account or similar plans (including without limitation any periodic investment plan or periodic withdrawal program), including but not limited to the following and as more fully described in Exhibit Ato:

Appears in 2 contracts

Samples: Transfer Agent Agreement (Ori Funds Inc), Transfer Agent Servicing Agreement (Kopp Funds Inc)

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