Record shareholder definition
Examples of Record shareholder in a sentence
Provide Clients-specific shareholder contact number • Provide Interactive Voice Response (IVR) 24/7 (subject to system maintenance) • Respond to shareholder inquiries (written, e-mail and web) • Record shareholder calls • Scan and image incoming correspondence from shareholders 1 Subject to Section 2(a) of the Agreement • Solicit, collect and record consents and U.S mobile telephone numbers from shareholders for Agent to send text messages.
Provide Clients-specific shareholder contact number Provide Interactive Voice Response (IVR) 24/7 (subject to system maintenance) Respond to shareholder inquiries (written, e-mail and web) Record shareholder calls Scan and image incoming correspondence from shareholders Solicit, collect and record consents and U.S mobile telephone numbers from shareholders for Agent to send text messages.
Record shareholder account information changes, including, but not limited to, changes in investment plans elected by shareholders (e.g., systematic investment plans, telephone investment plans, systematic cash withdrawal plans, automatic reinvestment plans and tax sheltered retirement plans).