WEB-ACCESS. For Web Inquiry access, Ultimus charges each Portfolio an annual fee of $2,500 and a on-time set up fee of $2,000.
Appears in 20 contracts
Sources: Transfer Agent and Shareholder Services Agreement (Papp Investment Trust), Transfer Agent and Shareholder Services Agreement (AlphaMark Investment Trust), Transfer Agent and Shareholder Services Agreement (Papp Investment Trust)
WEB-ACCESS. For Web Inquiry access, Ultimus charges each Portfolio Fund an annual fee of $2,500 2,400 and a onone-time set up fee of $2,0002,000 for this service.
Appears in 7 contracts
Sources: Transfer Agent and Shareholder Services Agreement (Ultimus Managers Trust), Transfer Agent and Shareholder Services Agreement (Ultimus Managers Trust), Transfer Agent and Shareholder Services Agreement (Ultimus Managers Trust)
WEB-ACCESS. For Web Inquiry access, Ultimus charges each Portfolio an annual fee of $2,500 2,400 and a onone-time set up fee of $2,000.
Appears in 4 contracts
Sources: Transfer Agent and Shareholder Services Agreement (First Western Funds Trust), Transfer Agent and Shareholder Services Agreement (First Western Funds Trust), Transfer Agent and Shareholder Services Agreement (First Western Funds Trust)
WEB-ACCESS. For Web Inquiry access, Ultimus charges each Portfolio an annual fee of $2,500 and a onone-time set up fee of $2,000.
Appears in 3 contracts
Sources: Transfer Agent and Shareholder Services Agreement (NCM Capital Investment Trust), Transfer Agent and Shareholder Services Agreement (Piedmont Investment Trust), Transfer Agent and Shareholder Services Agreement (Gardner Lewis Investment Trust)
WEB-ACCESS. For Web Inquiry accessaccess for shareholders, Ultimus charges each Portfolio Portfolio/class an annual fee of $2,500 and a on-time set up fee of $2,0002,500.
Appears in 1 contract
Sources: Transfer Agent and Shareholder Services Agreement (Wells Family of Real Estate Funds)
WEB-ACCESS. For Web Inquiry access, Ultimus charges each Portfolio an annual fee of $2,500 _____ and a onone-time set up fee of $2,000_____.
Appears in 1 contract
Sources: Transfer Agent and Shareholder Services Agreement (Cm Advisors Family of Funds)
WEB-ACCESS. For Web Inquiry access, Ultimus charges each Portfolio an annual fee of $2,500 7,500 and a onone-time set up fee of $2,000.
Appears in 1 contract