CUSTOMER SERVICING Clause Samples

CUSTOMER SERVICING. Dealer shall maintain in the Territory sufficient inventory of the Products so as to permit filling and dispatch against current customer orders normally dispatched from Dealer's warehouse stock. Dealer agrees to notify Monarch if it opens any new offices or branches or closes or ceases to operate any one of its offices or branches.

CUSTOMER SERVICING. Company shall (i) answer Customer inquiries (through electronic and other means) regarding Fund status and history, share prices, dividend amounts and payment dates, and the manner in which purchases, redemptions and exchanges of shares may be effected; (ii) provide Customers with information through electronic means; (iii) verify Customers’ requests for changes to account information; and (iv) handle correspondence from Customers about their accounts.

CUSTOMER SERVICING. Distributor agrees to notify Company if it opens any new offices or branches or closes or ceases to operate through one of its offices or branches.

CUSTOMER SERVICING. Except to the extent LPL has agreed to provide any of the following services in another agreement with a Fund, the Company or any of their affiliates, LPL will perform the following services: (i) Obtain all required documentation from Customers, including the name and address of the Customer, social security number or taxpayer identification number; (ii) Receive instructions from Customers for the purchase, exchange or redemption of Fund shares, including periodic purchases or systematic withdrawals (“Instructions”), and aggregating, processing and transmitting such Instructions to FTA; (iii) Forward or cause to be forwarded to Customers Fund prospectuses and any supplements thereto, SAIs and any supplements thereto, periodic financial reports, proxy materials and other Fund communications required by applicable federal or state law, rule or regulation (hereinafter, “applicable law”) to be sent to the Customers or deemed by the Fund or the Distributor to be material to shareholders of the Fund. LPL may consolidate or utilize “household” mailing for the delivery of the above-described materials where permissible under applicable law, and the delivery of the materials may be accomplished via electronic means, so long as LPL complies with applicable law. For subsequent mailings, LPL shall provide or cause to be provided information to permit the Fund to send any such required information; (iv) Assess the correct sales charge (including both front-end sales loads and contingent deferred sales charges (“CDSCs”), where applicable) and any applicable redemption fees payable by a Customer, pursuant to the terms of each Fund’s then-current prospectus and SAI; (v) Remit all front-end sales charges (net of all amounts payable to LPL) and all redemption fees to the Company or its designee; (vi) Remit all CDSCs, if any, in accordance with Exhibit B attached hereto; (vii) Transmit all CDSC, if any, lot information to FTA in a format acceptable to FTA; (viii) Disburse income dividends and capital gains distributions to Customers and record reinvestment of dividends and distributions in shares of the Funds; (ix) Withhold and remit taxes on dividends and distributions, in each case as required by applicable law, with respect to each Customer’s investment(s) in shares of the Funds; (x) Provide all information, data, and records necessary to effectuate the transfer of a Customer’s interest in a Sub-Account to another broker or dealer, upon the instruction of the Customer; (x...

CUSTOMER SERVICING. Given the digital nature of Product, Distributor shall provide Company with a unique licence file, based on the customer’s production implementation, to unlock Product upon receipt of payment for orders it receives.

CUSTOMER SERVICING. Distributor agrees to notify Manufacturer if it opens any new permanent addresses or closes or ceases to operate through any of it's permanent addresses.

CUSTOMER SERVICING