Compliance Services. The on-site portion will consist primarily of reviewing the policies and procedures identified in Phase I above as well as interviews of the relevant personnel throughout the different business lines of the Trust. Visits to Service Providers of the Trust will include:
Appears in 19 contracts
Samples: Consulting Agreement (Hussman Investment Trust), Consulting Agreement (Grandeur Peak Global Trust), Consulting Agreement (Centaur Mutual Funds Trust)
Compliance Services. The on-site portion will consist primarily of reviewing the policies and procedures identified in Phase I above as well as interviews of the relevant personnel throughout the different business lines of the Trust. Visits to Service Providers of the Trust Trust, which may be conducted on location or virtually as NLCS deems appropriate, will include:
Appears in 3 contracts
Samples: Consulting Agreement (Ultimus Managers Trust), Consulting Agreement (Longleaf Partners Funds Trust), Consulting Agreement (Atlas U.S. Tactical Income Fund)
Compliance Services. The on-site portion will consist primarily of reviewing the policies and procedures identified in Phase I above as well as interviews of the relevant personnel throughout the different business lines of the TrustCompany. Visits to Service Providers of the Trust Company will include:
Appears in 1 contract
