Vision Mutual Fund Gateway. Permits broker/dealers, financial planners, and RIAs to use a web-based system to perform order and account inquiry, execute trades, print applications, review prospectuses, and establish new accounts. · Inquiry Only · Inquiry - $_____ per event · Per broker ID - $_____ per month per ID · Transaction Processing · Implementation - $_____ per management company · Transaction – purchase, redeem, exchange, literature order - $_____ per event · New Account Set-up – may contain multiple fund/accounts - $_____ per event · Monthly Minimum Charge - $_____ per month
Appears in 2 contracts
Sources: Transfer Agent Servicing Agreement (Prospector Funds, Inc.), Transfer Agent Servicing Agreement (Prospector Funds, Inc.)