Vision Mutual Fund Gateway. Permits broker/dealers, financial planners, and registered investment advisors to use a web-based system to perform order and account inquiry, execute trades, print applications, review prospectuses, and establish new accounts.
Appears in 28 contracts
Sources: Transfer Agent Servicing Agreement (Oaktree Asset-Backed Income Fund Inc.), Transfer Agent Servicing Agreement (Oaktree Asset-Backed Income Private Fund Inc.), Transfer Agent Servicing Agreement (Brookfield Investment Funds)
Vision Mutual Fund Gateway. Permits broker/dealers, financial planners, and registered investment advisors to use a web-based system to perform order and account inquiry, execute trades, print applications, review prospectusesProspectuses, and establish new accounts.
Appears in 21 contracts
Sources: Transfer Agent Servicing Agreement (FQF Trust), Transfer Agent Servicing Agreement (Ariel Investment Trust), Transfer Agent Servicing Agreement (Underlying Funds Trust)
Vision Mutual Fund Gateway. Permits broker/dealers, financial planners, and registered investment advisors advisers to use a web-based system to perform order and account inquiry, execute trades, print applications, review prospectusesProspectuses, and establish new accounts.
Appears in 7 contracts
Sources: Transfer Agent Servicing Agreement (Calamos Advisors Trust/Il), Transfer Agent Servicing Agreement (Calamos Investment Trust/Il), Transfer Agent Servicing Agreement (Calamos Antetokounmpo Sustainable Equities Trust)
Vision Mutual Fund Gateway. Permits broker/dealers, financial planners, and registered investment advisors to use a web-based system to perform order and account inquiry, execute trades, print applications, review prospectusesProspectuses, and establish new accounts.
Appears in 5 contracts
Sources: Transfer Agency and Call Center Services Agreement (Ge Investments Funds Inc), Transfer Agency and Call Center Services Agreement (Elfun Trusts), Transfer Agency and Call Center Services Agreement (Elfun Tax Exempt Income Fund)