Transfer Agent Training Services Sample Clauses

Transfer Agent Training Services. ▪ On-site at USBFS - __ ▪ At Client Location - __/day plus travel and out-of-pocket expenses if required Cost Basis Reporting - Annual reporting of shareholder cost basis for non-fiduciary direct accounts. ▪ __ /direct open account per year Email Services - Services to capture, queue, monitor, service and archive shareholder email correspondence: ▪ __ setup /fund group ▪ __/month administration ▪ __ /received email correspondence Dealer Reclaim Services - Services reclaim fund losses due to the pricing differences for dealer trade adjustments such as between dealer placed trades and cancellations. There will be no correspondence charges related to this service. ▪ __ /fund group per month Literature Fulfillment Services* ▪ Account Management • __/month ▪ Inbound Teleservicing Only • Account Management - __ /month • Call Servicing - __ /minute ▪ Lead Conversion Reporting • __0 /month ▪ Closed Loop Reporting • Account Management -__/month • Database Installation, Setup - __ /fund group ▪ Out-of-Pocket Expenses • Included but not limited to specialized programming, kit and order processing expenses, postage, and printing. CTI Reporting - Integrated custom detailed call reporting; __ /monthly report Amended Exhibit B (continued) to the Trust for Advised Portfolios - Transfer Agent Servicing Agreement Supplemental Fees at January, 2014
Sample 1
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Transfer Agent Training Services. On-site at USBFS - __/day § At Client Location -__/day plus travel and out-of-pocket expenses if required
Sample 1
Transfer Agent Training Services. On-site at USBFS - $__/day § At Client Location - $__/day plus travel and out-of-pocket expenses if required Cost Basis Reporting – Annual reporting of shareholder cost basis for non-fiduciary direct accounts. § $__/direct open account per year Email Services – Services to capture, queue, monitor, service and archive shareholder email correspondence: § $__setup /fund group § $__/month administration § $__/received email correspondence Dealer Reclaim Services – Services reclaim fund losses due to the pricing differences for dealer trade adjustments such as between dealer placed trades and cancellations. There will be no correspondence charges related to this service. § $__/fund group per month Literature Fulfillment Services* § Account Management − $__ /month § Inbound Teleservicing Only − Account Management - $__ /month − Call Servicing - $__/minute § Lead Conversion Reporting − $__ /month § Closed Loop Reporting − Account Management - $__ /month − Database Installation, Setup - $__/fund group § Out-of-Pocket Expenses − Included but not limited to specialized programming, kit and order processing expenses, postage, and printing. CTI Reporting – Integrated custom detailed call reporting; $250 /monthly report Amended Exhibit B (continued) to the Trust for Advised Portfolios - Transfer Agent Servicing Agreement Supplemental Fees at January, 2014
Sample 1

Related to Transfer Agent Training Services

  • Training Services Training Services may include pre-packaged training Products, and/or the development or customization of training programs as requested, including Live Training, Computer Based/Multi-Media Training which encompasses Internet-Delivered Training, and/or Video Based Training.

  • Counseling Services Counseling services are available to Residents through the UC Health Employee Assistance Program. In addition, residents may utilize their health insurance coverage to access mental health care under the terms and conditions of their health care insurance provider.

  • Monitoring Services IDT staff shall, using methods that include face-to-face and other contacts with the member, monitor the services a member receives. This monitoring shall ensure that:

  • Dining Services Meal Plan and applicable Dining Services policies are as stated herein. Any questions regarding Resident’s Meal Plan or Torero ID Card should be directed to Campus Card Services: xxxxxxxxxx@xxxxxxxx.xxx or (000) 000-0000.

  • Collection Services 5.01 General 5-1 5.02 Solid Waste Collection 5-1 5.03 Targeted Recyclable Materials Collection 5-3

  • Custody Services The Fund, on behalf of the Series, will open with Mellon one or more custody account(s) designated "Series" (such designated custody account(s) hereinafter referred to as "Series Account"). The Series Account will contain the appropriate designation in its title and will be operated subject to the terms of the Custodian Agreement between Mellon and the Fund.

  • Offering Services The Manager shall manage and supervise:

  • Administration Services When a medical prescription drug is administered by infusion, the administration of the prescription drug may be covered separately from the prescription drug. See Infusion Therapy - Administration Services in the Summary of Medical Benefits for benefit limits and the amount you pay. Prescription drugs that are self-administered are not covered as a medical benefit but may be covered as a pharmacy benefit. Please see Pharmacy Prescription Drugs and Diabetic Equipment or Supplies – Pharmacy Benefits section above for additional information. Site of Care Program For some medical prescription drugs, after the first administration, coverage may be limited to certain locations (for example, a designated outpatient or ambulatory service facility, physician’s office, or your home), provided the location is appropriate based on your medical status. For a list of medical prescription drugs that are subject to this Site of Care Program, visit our website. Preauthorization may be required to determine medical necessity as well as appropriate site of care. If we deny your request for preauthorization, or you disagree with our determination for the appropriate site of care, you can submit a medical appeal. See Appeals in Section 5 for information on how to file a medical appeal.

  • Disaster Services In the event of a local, state, or federal emergency, including natural, man- made, criminal, terrorist, and/or bioterrorism events, declared as a state disaster by the Governor, or a federal disaster by the appropriate federal official, Grantee may be called upon to assist the System Agency in providing the following services:

  • Online Banking Services We may provide Online Banking Services to you during the Term from time to time as described in this Agreement. You understand and agree that we may, and you authorize us to, provide Online Banking Services through one or more third party vendors. This Agreement does not apply to services provided under separate agreements with third party vendors that do not specifically reference this Agreement or that are not specifically referenced in this Agreement. Please refer to the online help and instructions on how to use our Online Banking Services. Such instructions are part of this Agreement. Please note that during your use of Online Banking Services, we may provide you with additional requirements and limitations regarding the use of Online Banking Services through the system by which we may provide Online Banking Services. You agree to be bound by any and all such additional requirements and limitations. You also agree to be bound by any and all of our published policies and procedures, whether published on the Web Site, through the Online Banking Services, or otherwise. Any and all such policies and procedures shall be a part of this Agreement.

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