CTI Reporting Sample Clauses

CTI Reporting. Integrated custom detailed call reporting; __/monthly report Amended Exhibit B (continued) to the Trust for Advised Portfolios - Transfer Agent Servicing
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CTI Reporting. Integrated custom detailed call reporting; $__ /monthly report • $__/money market share class per year • Out-of-pocket expenses (see Transfer Agent Fee Schedule) Shareholder accounts will be charged based upon the type of activity and type of account, including the following: Qualified Plan Fees • $__ /qualified plan account or Xxxxxxxxx ESA account (Cap at $__ /SSN) • $__ /transfer to successor trustee • $__ /participant distribution (Excluding SWPs) • $__ /refund of excess contribution • $__ /reconversion/recharacterization Additional Shareholder Paid Fees • $__ /outgoing wire transfer or overnight delivery • $__ /telephone exchange • $__ /return check or ACH or stop payment • $__ /research request per account (Cap at $25.00 /request) (This fee applies to requests for statements older than the prior year)
CTI Reporting. Integrated custom detailed call reporting § $__ per monthly report * Subject to annual CPI increase - All Urban Consumers - U.S. City Average. Exhibit F (continued) to the Series Portfolios Trust Transfer Agent Servicing Agreement Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continued) at July, 2016 Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § $__ per qualified plan account or Xxxxxxxxx ESA account (Cap at $__ per SSN) § $__ per transfer to successor trustee § $__ per participant distribution (Excluding SWPs) § $__ per refund of excess contribution § $__ per reconversion/re-characterization
CTI Reporting. Integrated custom detailed call reporting § $[…] /monthly report Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § $[…] /qualified plan account or Xxxxxxxxx ESA account (Cap at $[…] /SSN) § $[…] /transfer to successor trustee § $[…] /participant distribution (Excluding SWPs) § $[…] /refund of excess contribution § $[…] /reconversion/recharacterization § $[…] /outgoing wire transfer or overnight delivery § $[…] /telephone exchange § $[…] /return check or ACH or stop payment $[…] /research request per account (This fee applies to requests for statements older than the prior year) § $[…] MARS Sales Reporting Module (Includes up to one year of DST/TA2000 data) § $[…] XxxxxXxxxx.xxx Module § $[…] MARS Sales Reporting (Includes 1 Sales Users) § $[…] – Enhanced Services* Includes up to […] hours per month of support services. Basic support includes file import assistance, data scrubbing (cleaning of firm, office and rep information), database query requests, and business requirement analysis. Additional Enhanced Services support can be negotiated. Additional support services will be provided at $[…] per hour.
CTI Reporting. Integrated custom detailed call reporting § $[---] /monthly report Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § $[---]/qualified plan account or Cxxxxxxxx ESA account (Cap at $[---]/SSN) § $[---]/transfer to successor trustee § $[---] /participant distribution (Excluding SWPs) § $[---]/refund of excess contribution § $[---]/reconversion/recharacterization § $[---]/outgoing wire transfer or overnight delivery § $[---]/telephone exchange § $[---]/return check or ACH or stop payment § $[---]/research request per account (This fee applies to requests for statements older than the prior year)
CTI Reporting. Integrated custom detailed call reporting § $__ /monthly reportExhibit E (continued) to the Trust for Advised Portfolios Transfer Agent Servicing Agreement Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § $__/qualified plan account or Cxxxxxxxx ESA account (Cap at $30.00 /SSN) § $__/transfer to successor trustee § $__/participant distribution (Excluding SWPs) § $__/refund of excess contribution § $__/reconversion/recharacterization § $__/outgoing wire transfer or overnight delivery § $__/telephone exchange § $__/return check or ACH or stop payment § $__/research request per account (This fee applies to requests for statements older than the prior year)
CTI Reporting. Integrated custom detailed call reporting ­­__ /monthly report Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § ­­__ /qualified plan account or Xxxxxxxxx ESA account (Cap at ­­__ /SSN) § ­­__ /transfer to successor trustee § ­­__ /participant distribution (Excluding SWPs) § ­­__ /refund of excess contribution § ­­__ /reconversion/recharacterization § ­­__ /outgoing wire transfer or overnight delivery § ­­__ /telephone exchange § ­­__ /return check or ACH or stop payment § ­­__ /research request per account (This fee applies to requests for statements older than the prior year)
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CTI Reporting. Integrated custom detailed call reporting § $[---] /monthly report Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § $[---]/qualified plan account or Cxxxxxxxx ESA account (Cap at $[---]/SSN) § $[---]/transfer to successor trustee § $[---] /participant distribution (Excluding SWPs) § $[---]/refund of excess contribution § $[---]/reconversion/recharacterization § $[---]/outgoing wire transfer or overnight delivery § $[---]/telephone exchange § $[---]/return check or ACH or stop payment § $[---]/research request per account (This fee applies to requests for statements older than the prior year) § Base Fee Per CUSIP $[ ] /year/first fund; $[ ]/year/each additional class § NXXX Xxxxx 0 Accounts $[ ] /open account § Direct Accounts $[ ] /open account § Closed Accounts $[ ] /closed account § Manual Shareholder Transaction & Correspondence $[ ] /event § Omnibus Account Transaction $[ ] /transaction § Telephone Calls $[ ] /month base fee plus $[ ] /minute § Voice Response Calls $[ ] /call § Daily Valuation/Manual 401k Trade $[ ] /trade
CTI Reporting. Integrated custom detailed call reporting

Related to CTI Reporting

  • Additional Reporting Within seven days after the date of this Agreement, the Recipient shall register in XXX.xxx, and thereafter maintain the currency of the information in XXX.xxx until at least October 1, 2022. The Recipient shall review and update such information at least annually after the initial registration, and more frequently if required by changes in the Recipient’s information. The Recipient agrees that this Agreement and information related thereto, including the Maximum Awardable Amount and any executive total compensation reported pursuant to paragraph 38, may be made available to the public through a U.S. Government website, including XXX.xxx.

  • Management Reporting (a) Provide periodic reports, in accordance with agreed upon frequency and content parameters, to the Funds. As reasonably requested by the Funds, the Transfer Agent shall furnish ad hoc reports to the Funds.

  • Information Reporting We may report your performance under this Agreement to credit reporting agencies, including your failure to make minimum payments on time. A negative credit report may significantly harm your ability to obtain credit from other sources. We may also obtain follow-up credit reports on you (for example, when we review your Account for a credit line increase). We may exchange information about you or your Account with our affiliates, and, to the extent permitted by law, with other third parties. However, if you prefer that we not share such information with our affiliate companies, just call us at (000) 000-0000 or outside the Albuquerque area, 0-000-000-0000. You may also write to us at Nusenda Federal Credit Union, P.O. Box 8530, Albuquerque, New Mexico 87198. Closing Your Account. You may close your Account at any time by notifying us in writing. However, you remain responsible to pay the balance according to the terms of this Agreement. We may close your Account or suspend your Account privileges at any time without prior notice. We may also reissue a different Card, Account number, or different checks at any time. You must return the Card or the checks to us upon request. Lost or Stolen Cards. If any Card, Account Number or PIN is lost or stolen, or if you think someone used or may use them without your permission, notify us at once by calling the telephone number shown on the billing statement or by calling 0-000-000-0000. We may require you to provide certain information in writing to help us find out what happened. Do not use the Card after we've been notified, even if it is found or returned. You will not be liable for any unauthorized purchases or cash advances made after we've been notified of the loss or the theft; however, you must identify for us the charges on the billing statement that were not made by you or someone authorized by you, and from which you received no benefit. Credit Authorizations. We are not responsible if we do not approve a purchase or cash advance on your Account, or if a third party refuses to accept or honor the Card, even if you have sufficient credit available. We may limit the number of purchases or cash advances which may be approved in one day. If we detect unusual or suspicious activity on your Account, we may temporarily suspend your credit privileges until we can verify the activity. We may approve purchases or cash advances that cause the balance to exceed your credit line without waiving any of our rights under the Agreement. Waiver. Our failure to exercise, or our delay in exercising any of our rights under this Agreement for any reason does not mean that we will be unable to exercise these rights later.

  • Diversity Reporting Upon request, the Contractor will report to the Department its spend with business enterprises certified by the OSD. These reports must include the time period covered, the name and Federal Employer Identification Number of each business enterprise utilized during the period, commodities and contractual services provided by the business enterprise, and the amount paid to the business enterprise on behalf of each agency purchasing under the Contract.

  • Monthly Reporting Within twenty (20) calendar days following the end of each calendar month, Registry Operator shall deliver to ICANN reports in the format set forth in Specification 3 attached hereto (“Specification 3”).

  • Rule 144 Reporting With a view to making available the benefits of certain rules and regulations of the Commission that may permit the sale of the Restricted Securities to the public without registration, the Company agrees to use its commercially reasonable efforts to: (a) Make and keep adequate current public information with respect to the Company available in accordance with Rule 144 under the Securities Act, at all times from and after ninety (90) days following the effective date of the first registration under the Securities Act filed by the Company for an offering of its securities to the general public; (b) File with the Commission in a timely manner all reports and other documents required of the Company under the Securities Act and the Exchange Act at any time after it has become subject to such reporting requirements; and (c) So long as a Holder owns any Restricted Securities, furnish to the Holder forthwith upon written request a written statement by the Company as to its compliance with the reporting requirements of Rule 144 (at any time from and after ninety (90) days following the effective date of the first registration statement filed by the Company for an offering of its securities to the general public), and of the Securities Act and the Exchange Act (at any time after it has become subject to such reporting requirements), a copy of the most recent annual or quarterly report of the Company, and such other reports and documents so filed as a Holder may reasonably request in availing itself of any rule or regulation of the Commission allowing a Holder to sell any such securities without registration.

  • Tax Reporting (1) Prepare and file on a timely basis appropriate federal and state tax returns including, without limitation, Forms 1120/8613, with any necessary schedules. (2) Prepare state income breakdowns where relevant. (3) File Form 1099 for payments to disinterested Trustees and other service providers. (4) Monitor wash sale losses. (5) Calculate eligible dividend income for corporate shareholders.

  • Annual Reporting Within 90 days after the close of each of its respective fiscal years, audited, unqualified consolidated financial statements (which shall include balance sheets, statements of income and retained earnings and a statement of cash flows) for Provider for such fiscal year certified in a manner acceptable to the Agent by independent public accountants acceptable to the Agent.

  • Regulatory Reporting Ultimus agrees to provide reports to the federal and applicable state authorities, including the SEC, and to the Funds’ Auditors. Applicable state authorities are those governmental agencies located in states in which the Fund is registered to sell shares.

  • Other Reporting Upon request, the School shall provide the Commission any other information determined by the Commission to be relevant to any term or condition of this Contract.

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