Client Services. 1. An Account Manager is assigned to each relationship and is the liaison between the Fund and the Transfer Agency staff. Responsibilities include scheduling of events, system enhancement implementation, special promotion/event implementation and follow-up and constant fund interaction on daily operational issues.
Appears in 3 contracts
Samples: Investment Company Services Agreement (Stratton Funds Inc), Investment Company Services Agreement (Sports Funds Trust), Services Agreement (DLJ Winthrop Opportunity Funds)
Client Services. 1. An Account Manager is assigned to each relationship and is relationship. The Account Manager acts as the liaison between the Fund and the Transfer Agency staffAgency. Responsibilities include scheduling of events, system enhancement implementation, special promotion/event implementation and follow-up up, and constant fund interaction on daily operational issues.
Appears in 2 contracts
Samples: Transfer Agent Services Agreement (Roulston Family of Funds), Transfer Agent Services Agreement (Winthrop Opportunity Funds)
Client Services. 1. An Account Manager is assigned to each relationship and is relationship. The Account Manager acts as the liaison between the Fund and the Transfer Agency staff. Responsibilities include scheduling of events, system enhancement implementation, special promotion/event implementation and follow-up up, and constant fund interaction on daily operational issues.
Appears in 1 contract
Client Services. 1. An Account Manager is assigned to each relationship and is relationship. The Account Manager acts as the liaison between the Fund Trust and the Transfer Agency staff. Responsibilities include scheduling of events, system enhancement implementation, special promotion/event implementation and follow-up up, and constant fund Trust interaction on daily operational issues.
Appears in 1 contract
Samples: Investment Company Services Agreement (Calamos Investment Trust/Il)
Client Services. 1. A. An Account Manager is assigned to each relationship and is relationship. The Account Manager acts as the liaison between the Fund and the Transfer Agency staff. Responsibilities include scheduling of events, system enhancement implementation, special promotion/event implementation and follow-up up, and constant fund Fund interaction on daily operational issues.
Appears in 1 contract
Samples: Investment Company Services Agreement (Matthews International Funds)
