Electronic Board Book Portal Sample Clauses

Electronic Board Book Portal. USBFS will establish a central, secure portal for Board materials using a unique client board URL. Your Fund Administrator will load/maintain all fund board book data for the main fund board meetings and meetings. Features password-protected, encrypted servers with automatic failover. Training and ongoing system support. Accessible from your smart phone or iPad. Allows multiple users to access materials concurrently. Searchable archive. Ability to make personal comments. Annual Fee per Trust 0 – 10 users – $___ 10 – 20 users – $___ 20 – 30 users – $___ 30 – 40 users – $___ Diligent Boardbooks § Online portal to access board book documents. Each user will receive both online and offline capability access § Minimum fee (includes 1 board, 1 committee and 12 users) § 12 users may consist of any combination of Board Members/ Executives and Administrators § Accessing Entities and Individuals Installation Fee Annual Fee Affiliate Package $___ $___ Additional Boards $___ $___ Additional Committees/Meeting Groups $___ $___ Additional Online & Offline Users (Board Members/Execs) $___ $___ Online and Offline Users (Administrative) $___ $___ Additional Legal Administration Services Subsequent new fund launch – $___ per project Subsequent new share class launch – $___ per project Multi-managed funds – as negotiated based upon specific requirements Proxy – as negotiated based upon specific requirements
Sample 1Sample 2Sample 3
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Electronic Board Book Portal. USBFS will establish a central, secure portal for Board materials using a unique client board URL. Your Fund Administrator will load/maintain all fund board book data for the main fund board meetings and meetings. Features password-protected, encrypted servers with automatic failover. Training and ongoing system support. Accessible from your smart phone or iPad. Allows multiple users to access materials concurrently. Searchable archive. Ability to make personal comments. Annual Fee per Trust […] users – $[…] […] users – $[…] […] users – $[…] […] users – $[…] Additional Legal Administration Services Subsequent new fund launch – $[…] per project Subsequent new share class launch – $[…] per project Multi-managed funds – as negotiated based upon specific requirements Proxy – as negotiated based upon specific requirements Amended Exhibit V (continued) to the Managed Portfolio Series Fund Administration Servicing Agreement Fund Chief Compliance Officer (CCO) Services Annual Fee Schedule at November, 2016 Chief Compliance Officer Annual Fees § $[…] for the first fund (subject to Board approval) § $[…] for each additional fund (subject to change based on Board review and approval)
Sample 1
Electronic Board Book Portal. USBFS will establish a unique client board URL and load/maintain all fund board book data for the main fund board meetings and meetings for up to two separate committees. · Up to 10 non-USBFS users including advisor, legal, audit, etc. · Complete application, data and user security- data encryption and password protected · On-line customized board materials preparation workflow · Includes web-based and local/off-line versions · Includes complete initial and ongoing user training · Includes 24/7/365 access via toll free number · Includes remote diagnostic for each user, including firewall and network issues · Triple server backup/ failover Annual Fee $[ ] / year (includes [ ] external users) $[ ] / year per additional user $[ ] implementation/ set up fee
Sample 1
Electronic Board Book Portal. USBFS will establish a central, secure portal for Board materials using a unique client board URL. Your Fund Administrator will load/maintain all fund board book data for the main fund board meetings and meetings. Features password-protected, encrypted servers with automatic failover. Training and ongoing system support. Accessible from your smart phone or iPad. Allows multiple users to access materials concurrently. Searchable archive. Ability to make personal comments. Annual Fee per Trust 0 – 10 users – $___ 10 – 20 users – $___ 20 – 30 users – $___ 30 – 40 users – $___ Additional Legal Administration Services Subsequent new fund launch – $___ per project Subsequent new share class launch – $___ per project Multi-managed funds – as negotiated based upon specific requirements Proxy – as negotiated based upon specific requirements (Signature on the following page) Rareview Exhibit F (continued) to the Series Portfolios Trust Fund Administration Servicing Agreement Advisor’s Signature below acknowledges approval of the Fund Administration fee schedules on this Exhibit F. Rareview Capital LLC By: /s/Xxxx Xxxxx Printed Name and Title: Xxxx Xxxxx, Managing Member Date: October 14, 2016
Sample 1
Electronic Board Book Portal. USBFS will establish a central, secure portal for Board materials using a unique client board URL. § Your Fund Administrator will load/maintain all fund board book data for the main fund board meetings and meetings. § Features password-protected, encrypted servers with automatic failover. § Training and ongoing system support. § Accessible from your smart phone or iPad. § Allows multiple users to access materials concurrently. § Searchable archive. § Ability to make personal comments. Annual Fee § ___users - $___ (includes 3 GB of storage) § ___ users - $___ § ___ users - $___ § ___ users - $___ Additional Storage: 3 GB included in annual charge; $___ for each additional 5 GB of storage Daily Pre- and Post-Tax Performance Reporting (INCLUDED IN ANNUAL FEE) and/or Sub=Advisor Performance Reporting § Performance Service – $___ /CUSIP per month § Setup – $___ /CUSIP § Conversion – quoted separately FTP Delivery – $___ setup /FTP site
Sample 1
Electronic Board Book Portal. USBFS will establish a central, secure portal for Board materials using a unique client board URL. • Your Fund Administrator will load/maintain all fund board book data for the main fund board meetings and meetings. • Features password-protected, encrypted servers with automatic failover. • Training and ongoing system support. • Accessible from your smart phone or iPad. • Allows multiple users to access materials concurrently. • Searchable archive. • Ability to make personal comments. Annual Fee per Trust • 0 - 10 users - $4,800 • 10 - 20 users - $6,000 • 20 - 30 users - $7,000 • 30 - 40 users - $8,000 Exhibit B to the Fund Administration Servicing Agreement - The New Ireland Fund, Inc. REQUIRED PROVISIONS OF MSCI, S&P and FACTSET • The Fund shall represent that it will use the Data solely for internal purposes and will not redistribute the Data in any form or manner to any third party. • The Fund shall represent that it will not use or permit anyone else to use the Data in connection with creating, managing, advising, writing, trading, marketing or promoting any securities or financial instruments or products, including, but not limited to, funds, synthetic or derivative securities (e.g., options, warrants, swaps, and futures), whether listed on an exchange or traded over the counter or on a private-placement basis or otherwise or to create any indices (custom or otherwise). • The Fund shall represent that it will treat the Data as proprietary to MSCI, S&P and FACTSET. Further, the Fund shall acknowledge that MSCI, S&P and FACTSET are the sole and exclusive owners of the Data and all trade secrets, copyrights, trademarks and other intellectual property rights in or to the Data. • The Fund shall represent that it will not (i) copy any component of the Data, (ii) alter, modify or adapt any component of the Data, including, but not limited to, translating, decompiling, disassembling, reverse engineering or creating derivative works, or (iii) make any component of the Data available to any other person or organization (including, without limitation, the Fund’s present and future parents, subsidiaries or affiliates) directly or indirectly, for any of the foregoing or for any other use, including, without limitation, by loan, rental, service bureau, external time sharing or similar arrangement. • The Fund shall be obligated to reproduce on all permitted copies of the Data all copyright, proprietary rights and restrictive legends appearing on the Data. • The Fun...
Sample 1
Electronic Board Book Portal. USBFS will establish a central, secure portal for Board materials using a unique client board URL. Your Fund Administrator will load/maintain all fund board book data for the main fund board meetings and meetings. Features password-protected, encrypted servers with automatic failover. Training and ongoing system support. Accessible from your smart phone or iPad. Allows multiple users to access materials concurrently. Searchable archive. Ability to make personal comments. Annual Fee per Trust 0 – 10 users – $[ ] 10 – 20 users – $[ ] 20 – 30 users – $[ ] 30 – 40 users – $[ ] Additional Legal Administration Services Subsequent new fund launch – $[ ] per project Subsequent new share class launch – $[ ] per project Multi-managed funds – as negotiated based upon specific requirements Proxy – as negotiated based upon specific requirements Fund Chief Compliance Officer (CCO) Services Annual Fee Schedule at December, 2016 Chief Compliance Officer Annual Fees $[ ] for the first fund (subject to Board approval) $[ ] for each additional fund (subject to change based on Board review and approval) $[ ] per sub-advisor per fund Per advisor relationship, and subject to change based upon board review and approval. (Signature on the following page) First State Exhibit KK (continued) to the Advisors Series Trust Fund Administration Servicing Agreement Advisor’s Signature below acknowledges approval of the fee schedules on this Exhibit KK. First State Investments (US) LLC By: /s/ Samantha Xxxx Printed Name: Samantha Xxxx Title: Director Date: January 24, 2017
Sample 1
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Electronic Board Book Portal. USBFS will establish a central, secure portal for Board materials using a unique client board URL. Your Fund Administrator will load/maintain all fund board book data for the main fund board meetings and meetings. Features password-protected, encrypted servers with automatic failover. Training and ongoing system support. Accessible from your smart phone or iPad. Allows multiple users to access materials concurrently. Searchable archive. Ability to make personal comments. Annual Fee per Trust 0 – 10 users – $__ 10 – 20 users – $__ 20 – 30 users – $__ 30 – 40 users – $__ Additional Legal Administration Services Subsequent new fund launch – $__ per project Subsequent new share class launch – $__ per project Multi-managed funds – as negotiated based upon specific requirements Proxy – as negotiated based upon specific requirements Annual legal update – $__ per project Prepare minutes of meetings of the Board of Trustees and Fund shareholders – fees would be negotiated
Sample 1
Electronic Board Book Portal. USBFS will establish a central, secure portal for Board materials using a unique client board URL. Your Fund Administrator will load/maintain all fund board book data for the main fund board meetings and meetings. Features password-protected, encrypted servers with automatic failover. Training and ongoing system support. Accessible from your smart phone or iPad. Exhibit C (continued) to the Fund Administration Servicing Agreement – FundX Investment Trust Allows multiple users to access materials concurrently. Searchable archive. Ability to make personal comments. Annual Fee Per Trust 0 - 10 users - $[ ] 10 - 20 users - $[ ] 20 - 30 users - $[ ] 30 - 40 users - $[ ] Diligent Boardbooks Online portal to access board book documents. Each user will receive both online and offline capability access Minimum fee (includes 1 board, 1 committee and 12 users) 12 users may consist of any combination of Board Members/ Executives and Administrators Accessing Entities and Individuals Installation Fee Annual Fee Affiliate Package $[ ] $[ ] Additional Boards $[ ] $[ ] Additional Committees/Meeting Groups $[ ] $[ ] Additional Online & Offline Users (Board Members/Execs) $[ ] $[ ] Online and Offline Users (Administrative) $[ ] $[ ]
Sample 1

Related to Electronic Board Book Portal

  • Electronic Access Access by the Customer to certain systems, applications or products of Bank shall be governed by this Agreement and the terms and conditions set forth in Annex A Electronic Access.

  • Electronic Road Show The Company has made available a Bona Fide Electronic Road Show in compliance with Rule 433(d)(8)(ii) of the Securities Act Regulations such that no filing of any “road show” (as defined in Rule 433(h) of the Securities Act Regulations) is required in connection with the Offering.

  • Electronic Systems (i) Each Loan Party agrees that the Administrative Agent may, but shall not be obligated to, make Communications (as defined below) available to the Issuing Bank and the other Lenders by posting the Communications on Debt Domain, Intralinks, Syndtrak, ClearPar or a substantially similar Electronic System.

  • Electronic Information Each Member hereby agrees that all current and future notices, confirmations and other communications may be made by the Company via email, sent to the email address of record of the Member provided to the Company as changed or updated from time to time, without necessity of confirmation of receipt, delivery or reading, and such form of electronic communication is sufficient for all matters regarding the relationship between the Company and the Members except as otherwise required by law. If any such electronically sent communication fails to be received for any reason, including but not limited to such communications being diverted to the recipients spam filters by the recipients email service provider, or due to a recipient’s change of address, or due to technology issues by the recipients service provider, the parties agree that the burden of such failure to receive is on the recipient and not the sender, and that the sender is under no obligation to resend communications via any other means, including but not limited to postal service or overnight courier, and that such communications shall for all purposes, including legal and regulatory, be deemed to have been delivered and received. Except as required by law, no physical, paper documents will be sent to Members, and a Member desires physical documents then such Member agrees to be satisfied by directly and personally printing, at such Member’s own expense, the electronically sent communication(s) and maintaining such physical records in any manner or form that a Member desires.

  • Electronic Records The Borrower hereby acknowledges the receipt of a copy of this Agreement and all other Loan Documents. The Administrative Agent and each Lender may, on behalf of the Borrower, create a microfilm or optical disk or other electronic image of this Agreement and any or all of the Loan Documents. The Administrative Agent and each Lender may store the electronic image of this Agreement and Loan Documents in its electronic form and then destroy the paper original as part of the Administrative Agent’s and each Lender’s normal business practices, with the electronic image deemed to be an original and of the same legal effect, validity and enforceability as the paper originals. The Administrative Agent and each Lender are authorized, when appropriate, to convert any note into a “transferable record” under the Uniform Electronic Transactions Act.

  • Electronic Signatures and Transmission (a) For purposes of this Agreement, any reference to “written” or “in writing” means any form of written communication, including, without limitation, electronic signatures, and any such written communication may be transmitted by electronic transmission. The term “electronic signature” shall mean any electronic symbol or process attached to, or associated with, a contract or other record and adopted by a person with the intent to sign, authenticate or accept such contract or record. Each of the parties hereto agrees that this Agreement, any addendum or amendment hereto or any other document necessary for the consummation of the transactions contemplated by this Agreement may be accepted, executed or agreed to through the use of an electronic signature in accordance with the E-Sign Act, UETA or any applicable state law. Each of the parties hereto are authorized to accept written instructions, directions, reports, notices or other communications delivered by electronic transmission and shall not have any duty or obligation to verify or confirm that the Person sending instructions, directions, reports, notices or other communications or information by electronic transmission is, in fact, a Person authorized to give such instructions, directions, reports, notices or other communications or information on behalf of the party purporting to send such electronic transmission; and none of the parties hereto shall have any liability for any losses, liabilities, costs or expenses incurred or sustained by any party as a result of such reliance upon or compliance with such instructions, directions, reports, notices or other communications or information delivered to such party, including, without limitation, the risk of such party acting on unauthorized instructions, notices, reports or other communications or information, and the risk of interception and misuse by third parties.

  • Electronic Data Interchange If both Parties elect to facilitate business activities hereunder by electronically sending and receiving data in agreed formats (also referred to as Electronic Data Interchange or “EDI”) in substitution for conventional paper-based documents, the terms and conditions of this Agreement shall apply to such EDI activities.

  • Electronic Documents We may make periodic statements, disclosures, notices, and other documents available to you electronically, and, subject to any delivery and receipt verification procedures required by law, you agree to receive such documents electronically and to check the statements for accuracy. If you believe any such statement contains incorrect information, you must follow the procedures set forth in the Related Agreement(s).

  • Electronic Format If requested by the Purchaser, the Servicer shall supply any and all information regarding the Mortgage Loans and the REO Properties, including all reports required to be delivered pursuant to Section 5.03, Section 6.02 and this Section 8.01, to the Purchaser in electronic format reasonably acceptable to Purchaser, unless otherwise limited by the servicing system utilized by the Servicer.

  • Consent to Electronic Delivery; Electronic Signature In lieu of receiving documents in paper format, you agree, to the fullest extent permitted by law, to accept electronic delivery of any documents that the Company may be required to deliver (including, but not limited to, prospectuses, prospectus supplements, grant or award notifications and agreements, account statements, annual and quarterly reports and all other forms of communications) in connection with this and any other award made or offered by the Company. Electronic delivery may be via a Company electronic mail system or by reference to a location on a Company intranet to which you have access. You hereby consent to any and all procedures the Company has established or may establish for an electronic signature system for delivery and acceptance of any such documents that the Company may be required to deliver, and agrees that his or her electronic signature is the same as, and shall have the same force and effect as, his or her manual signature.

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