Client Dedicated Line Data Access. For USBFS clients requiring continuous on-line access to USBFS shareholder accounting systems, such as for client call center support: § $[…]/year per workstation for TA2000 AWD access § Data communications setup and monthly charges based upon location and bandwidth § Training billed at hourly rates plus out-of-pocket expenses Programming Charges § $[…] /hour § Charges incurred for customized services based upon fund family requirements including but not limited to: - Fund setup programming (transfer agent system, statements, options, etc.) – estimate 10 hours per CUSIP - Conversion programming - Customized service development - Voice response system setup (menu selections, shareholder system integration, testing, etc.) – estimated at 3 hours per fund family - All other client specific customization and/or development services Exhibit J to the Managed Portfolio Series Transfer Agent Servicing Agreement TRANSFER AGENT & SHAREHOLDER SERVICES SUPPLEMENTAL SERVICES FEE SCHEDULE at May, 2012
Appears in 1 contract
Samples: Agent Servicing Agreement (Managed Portfolio Series)
Client Dedicated Line Data Access. For USBFS clients requiring continuous on-line access to USBFS shareholder accounting systems, such as for client call center support: § $[…]] /year per workstation for TA2000 AWD access § Data communications setup and monthly charges based upon location and bandwidth § Training billed at hourly rates plus out-of-pocket expenses Programming Charges § $[…] /hour § Charges incurred for customized services based upon fund family requirements including but not limited to: - Fund setup programming (transfer agent system, statements, options, etc.) – estimate 10 hours per CUSIP - Conversion programming - Customized service development - Voice response system setup (menu selections, shareholder system integration, testing, etc.) – estimated at 3 hours per fund family - All other client specific customization and/or development services Amended Exhibit J H (continued) to the Managed Portfolio Series Transfer Agent Servicing Agreement TRANSFER AGENT & SHAREHOLDER SERVICES SUPPLEMENTAL SERVICES FEE SCHEDULE at May, 2012
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Managed Portfolio Series)
Client Dedicated Line Data Access. For USBFS clients requiring continuous on-line access to USBFS shareholder accounting systems, such as for client call center support: § $[…]___ /year per workstation for TA2000 AWD access § Data communications setup and monthly charges based upon location and bandwidth § Training billed at hourly rates plus out-of-pocket expenses Programming Charges § $[…] ___ /hour § Charges incurred for customized services based upon fund family requirements including but not limited to: - Fund setup programming (transfer agent system, statements, options, etc.) – estimate 10 hours per CUSIP - Conversion programming - Customized service development - Voice response system setup (menu selections, shareholder system integration, testing, etc.) – estimated at 3 hours per fund family - All other client specific customization and/or development services Sxxxxxxx Amended Exhibit J EE (continued) to the Managed Portfolio Advisors Series Trust Transfer Agent Servicing Agreement TRANSFER AGENT & SHAREHOLDER SERVICES SUPPLEMENTAL SERVICES FEE SCHEDULE at MaySeptember, 2012
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Advisors Series Trust)
Client Dedicated Line Data Access. For USBFS clients requiring continuous on-line access to USBFS shareholder accounting systems, such as for client call center support: § $[…]7,000 /year per workstation for TA2000 AWD access § Data communications setup and monthly charges based upon location and bandwidth § Training billed at hourly rates plus out-of-pocket expenses Programming Charges § $[…] 165 /hour § Charges incurred for customized services based upon fund family requirements including but not limited to: - Fund setup programming (transfer agent system, statements, options, etc.) – estimate 10 hours per CUSIP - Conversion programming - Customized service development - Voice response system setup (menu selections, shareholder system integration, testing, etc.) – estimated at 3 hours per fund family - All other client specific customization and/or development services Kxxxxxx – 6/2012 Exhibit J CC (continued) to the Managed Portfolio Advisors Series Trust Transfer Agent Servicing Agreement TRANSFER AGENT & SHAREHOLDER SERVICES SUPPLEMENTAL SERVICES FEE SCHEDULE at MayJune, 2012
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Advisors Series Trust)
Client Dedicated Line Data Access. For USBFS clients requiring continuous on-line access to USBFS shareholder accounting systems, such as for client call center support: § $[…]___ /year per workstation for TA2000 AWD access § Data communications setup and monthly charges based upon location and bandwidth § Training billed at hourly rates plus out-of-pocket expenses Programming Charges § $[…] ___ /hour § Charges incurred for customized services based upon fund family requirements including but not limited to: - Fund setup programming (transfer agent system, statements, options, etc.) – estimate 10 hours per CUSIP - Conversion programming - Customized service development - Voice response system setup (menu selections, shareholder system integration, testing, etc.) – estimated at 3 hours per fund family - All other client specific customization and/or development services Outbound Calling & Marketing Campaigns – Cost based on project requirements. Capital Advisors 6/2012 Exhibit J E-1 (continued) to the Managed Portfolio Series Transfer Agent Servicing Agreement TRANSFER AGENT & SHAREHOLDER SERVICES SUPPLEMENTAL SERVICES FEE SCHEDULE at MayJune, 2012
Appears in 1 contract
Client Dedicated Line Data Access. For USBFS clients requiring continuous on-line access to USBFS shareholder accounting systems, such as for client call center support: § $[…]] /year per workstation for TA2000 AWD access § Data communications setup and monthly charges based upon location and bandwidth § Training billed at hourly rates plus out-of-pocket expenses Programming Charges § $[…] /hour § Charges incurred for customized services based upon fund family requirements including but not limited to: - Fund setup programming (transfer agent system, statements, options, etc.) – estimate 10 hours per CUSIP - Conversion programming - Customized service development - Voice response system setup (menu selections, shareholder system integration, testing, etc.) – estimated at 3 hours per fund family - All other client specific customization and/or development services Amended Exhibit J E to the Managed Portfolio Series Transfer Agent Servicing Agreement TRANSFER AGENT & SHAREHOLDER SERVICES SUPPLEMENTAL SERVICES FEE SCHEDULE at MayAugust, 20122017
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Managed Portfolio Series)
Client Dedicated Line Data Access. For USBFS clients requiring continuous on-line access to USBFS shareholder accounting systems, such as for client call center support: § $[…]7,000 /year per workstation for TA2000 AWD access § Data communications setup and monthly charges based upon location and bandwidth § Training billed at hourly rates plus out-of-pocket expenses Programming Charges § $[…] 165 /hour § Charges incurred for customized services based upon fund family requirements including but not limited to: - Fund setup programming (transfer agent system, statements, options, etc.) – estimate 10 hours per CUSIP - Conversion programming - Customized service development - Voice response system setup (menu selections, shareholder system integration, testing, etc.) – estimated at 3 hours per fund family - All other client specific customization and/or development services AC ONE Exhibit J G to the Managed Portfolio Series Transfer Agent Servicing Agreement TRANSFER AGENT & SHAREHOLDER SERVICES SUPPLEMENTAL SERVICES FEE SCHEDULE at MayMarch, 2012
Appears in 1 contract
Samples: Agent Servicing Agreement (Managed Portfolio Series)
Client Dedicated Line Data Access. For USBFS clients requiring continuous on-line access to USBFS shareholder accounting systems, such as for client call center support: § $[…]___ /year per workstation for TA2000 AWD access § Data communications setup and monthly charges based upon location and bandwidth § Training billed at hourly rates plus out-of-pocket expenses Programming Charges § $[…] ___ /hour § Charges incurred for customized services based upon fund family requirements including but not limited to: - Fund setup programming (transfer agent system, statements, options, etc.) – estimate 10 hours per CUSIP - Conversion programming - Customized service development - Voice response system setup (menu selections, shareholder system integration, testing, etc.) – estimated at 3 hours per fund family - All other client specific customization and/or development services Amended Exhibit J CC (continued) to the Managed Portfolio Advisors Series Trust Transfer Agent Servicing Agreement TRANSFER AGENT & SHAREHOLDER SERVICES SUPPLEMENTAL SERVICES FEE SCHEDULE at MayJune, 2012
Appears in 1 contract
Client Dedicated Line Data Access. For USBFS clients requiring continuous on-line access to USBFS shareholder accounting systems, such as for client call center support: § $[…]___/year per workstation for TA2000 AWD access § Data communications setup and monthly charges based upon location and bandwidth § Training billed at hourly rates plus out-of-pocket expenses Programming Charges § $[…] ___/hour § Charges incurred for customized services based upon fund family requirements including but not limited to: - Fund setup programming (transfer agent system, statements, options, etc.) – estimate 10 ___ hours per CUSIP - Conversion programming - Customized service development - Voice response system setup (menu selections, shareholder system integration, testing, etc.) – estimated at 3 ___ hours per fund family - All other client specific customization and/or development services Lxxxxx Xxxxxxx Exhibit J I to the Managed Portfolio Series Transfer Agent Servicing Agreement TRANSFER AGENT & SHAREHOLDER SERVICES SUPPLEMENTAL SERVICES FEE SCHEDULE at May, 2012
Appears in 1 contract
Samples: Agent Servicing Agreement (Managed Portfolio Series)