Duties and Responsibilities of USBFS. USBFS shall: A. Be responsible for timely and adequately notifying User via e-mail that the User’s E-Statement is available at the appropriate Internet site. B. Through the consent process, ensure the User has the ability to print or retain the E-Statement. C. Ensure the E-Statement is available for the User on the Trust’s Internet site for a minimum period of 24 months after delivery. D. Ensure that Users are informed of the requirements to download PDF formatted E-Statements. E. Ensure that paper versions of E-Statements are available if any consent to receive documents were revoked or if the User specifically requests a paper copy (regardless of whether consent to receive E-Statements was revoked). F. If additional Internet access services become available during the term of this Agreement, USBFS shall offer the additional services to the Trust. To the extent the Trust elects to receive any or all of such additional services, this Exhibit C shall be amended.
Appears in 3 contracts
Samples: Transfer Agent Servicing Agreement (FundX Investment Trust), Transfer Agent Servicing Agreement (FundX Investment Trust), Transfer Agent Servicing Agreement (FundX Investment Trust)
Duties and Responsibilities of USBFS. USBFS shall:
A. Be responsible for timely and adequately notifying User via e-mail that the User’s E-Statement is available at the appropriate Internet site.
B. Through the consent process, ensure the User has the ability to print or retain the E-Statement.
C. Ensure the E-Statement is available for the User on the Trust’s Internet site for a minimum period of 24 months after delivery.
D. Ensure that Users are informed of the requirements to download PDF formatted E-Statements.
E. Ensure that paper versions of E-Statements are available if any consent to receive documents were revoked or if the User specifically requests a paper copy (regardless of whether consent to receive E-Statements was revoked).
F. If additional Internet access services become available during the term of this Agreement, USBFS shall offer the additional services to the Trust. To the extent the Trust elects to receive any or all of such additional services, this Exhibit C E shall be amended.
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Mairs & Power Funds Trust)