Version Selection. TA IVR is offered in an Inquiry Only Package and a Standard Package. The Fund is selecting the Standard Package. The Inquiry Only Package limits the user to features that do not allow a user to perform any action that updates their account, including, but not limited to, transactions. The Standard package includes everything included in the Inquiry Only package, plus the ability to place purchases, redemptions and exchanges.
Appears in 7 contracts
Sources: Transfer Agency Interactive Client Services Agreement (Caldwell & Orkin Funds Inc), Transfer Agent Interactive Client Services Agreement (Forward Funds), Transfer Agency Interactive Client Services Agreement (Financial Investors Trust)
Version Selection. TA IVR is offered in an Inquiry Only Package and a Standard Package. The Fund Trust is selecting the Standard Package. The Inquiry Only Package limits the user to features that do not allow a user to perform any action that updates their account, including, but not limited to, transactions. The Standard package includes everything included in the Inquiry Only package, plus the ability to place purchases, redemptions and exchanges.
Appears in 3 contracts
Sources: Transfer Agency Interactive Client Services Agreement (Transparent Value Trust), Transfer Agency Interactive Client Services Agreement (Transparent Value Trust), Transfer Agency Interactive Client Services Agreement (Wesmark Funds)
Version Selection. TA IVR is offered in an Inquiry Only Package and a Standard Package. The Fund is selecting the Standard Inquiry Only Package. The Inquiry Only Package limits the user to features that do not allow a user to perform any action that updates their account, including, but not limited to, transactions. The Standard package includes everything included in the Inquiry Only package, plus the ability to place purchases, redemptions and exchanges.
Appears in 1 contract
Sources: Transfer Agency Interactive Client Services Agreement (AQR Funds)
Version Selection. TA IVR is offered in an Inquiry Only Package and a Standard Package. The Fund is selecting the the: Standard Package. The Inquiry Only Package limits the user to features that do not allow a user to perform any action that updates their account, including, but not limited to, transactions. The Standard package includes everything included in the Inquiry Only package, plus the ability to place purchases, redemptions and exchanges.
Appears in 1 contract
Sources: Transfer Agent Interactive Client Services Agreement (MTB Funds)
Version Selection. TA IVR is offered in an Inquiry Only Package and a Standard Package. The Fund Trust is selecting the Standard Package. The Inquiry Only Package limits the user to features that do not allow a user to perform any action that updates their account, including, but not limited to, transactions. The Standard package includes everything included in the Inquiry Only package, plus the ability to place purchases, redemptions and exchanges.
Appears in 1 contract
Sources: Transfer Agency Interactive Client Services Agreement (Financial Investors Trust)
Version Selection. TA IVR is offered in an Inquiry Only Package and a Standard Package. The Fund is selecting the Standard Package. Inquiry Only The Inquiry Only Package limits the user to features that do not allow a user to perform any action that updates their account, including, but not limited to, transactions. The Standard package includes everything included in the Inquiry Only package, plus the ability to place purchases, redemptions and exchanges.
Appears in 1 contract
Sources: Transfer Agency Interactive Client Services Agreement (Cook & Bynum Funds Trust)