Electronic Compliance Presentation. eCompliance allows consented users to receive an email containing a link to the respective compliance material for each compliance run. § Document Loading, Storage, and Access § Document Consent Processing, Suppression, and Notification - $[ ] per suppressed statement § Development & Implementation of Electronic Compliance Documents - $[ ] initial setup fee Note: Annual compliance minimum fee of $[ ]. § View Consent Enrollment - $[ ] per transaction § Consent Enrollment - $[ ] per transaction § View Statements - $[ ] per view
Appears in 2 contracts
Samples: Transfer Agent Servicing Agreement (Professionally Managed Portfolios), Transfer Agent Servicing Agreement (Professionally Managed Portfolios)
Electronic Compliance Presentation. eCompliance allows consented users to receive an email containing a link to the respective compliance material for each compliance run. § Document Loading, Storage, and Access § Document Consent Processing, Suppression, and Notification - $[ ] per suppressed statement § Development & Implementation of Electronic Compliance Documents - $[ ] initial setup fee Note: Annual compliance minimum fee of $[ ]. § View Consent Enrollment - $[ ] per transaction § Consent Enrollment - $[ ] per transaction § View Statements - $[ ] per view
Appears in 2 contracts
Samples: Transfer Agent Servicing Agreement (Brown Advisory Funds), Transfer Agent Servicing Agreement (Brown Advisory Funds)
Electronic Compliance Presentation. eCompliance allows consented users to receive an email containing a link to the respective compliance material for each compliance run. § Document Loading, Storage, and Access § Document Consent Processing, Suppression, and Notification - $[ ] ___ per suppressed statement § Development & Implementation of Electronic Compliance Documents - $[ ] ___ initial setup fee Note: Annual compliance minimum fee of $[ ]. § View Consent Enrollment - $[ ] per transaction § Consent Enrollment - $[ ] per transaction § View Statements - $[ ] per view___.
Appears in 1 contract
Electronic Compliance Presentation. eCompliance allows consented users to receive an email containing a link to the respective compliance material for each compliance run. § Document Loading, Storage, and Access § ▪ Document Consent Processing, Suppression, and Notification - – $[ ] per suppressed statement § ▪ Development & Implementation of Electronic Compliance Documents - – $[ ] initial setup fee Note: Annual compliance minimum fee of $[ ]. § ▪ View Consent Enrollment - – $[ ] per transaction § ▪ Consent Enrollment - – $[ ] per transaction § ▪ View Statements - – $[ ] per view
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Series Portfolios Trust)
Electronic Compliance Presentation. eCompliance allows consented users to receive an email containing a link to the respective compliance material for each compliance run. § Document Loading, Storage, and Access § Document Consent Processing, Suppression, and Notification - $[ ] __ per suppressed statement § Development & Implementation of Electronic Compliance Documents - $[ ] __ initial setup fee Note: Annual compliance minimum fee of $[ ]. § View Consent Enrollment - $[ ] per transaction § Consent Enrollment - $[ ] per transaction § View Statements - $[ ] per view__.
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Series Portfolios Trust)
Electronic Compliance Presentation. eCompliance allows consented users to receive an email containing a link to the respective compliance material for each compliance run. § Document Loading, Storage, and Access § Document Consent Processing, Suppression, and Notification - $[ ] ]per suppressed statement § Development & Implementation of Electronic Compliance Documents - $[ ] ]initial setup fee Note: Annual compliance minimum fee of $[ ]. § View Consent Enrollment - $[ ] ]per transaction § Consent Enrollment - $[ ] ]per transaction § View Statements - $[ ] ]per view
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Brown Advisory Funds)
Electronic Compliance Presentation. eCompliance allows consented users to receive an email containing a link to the respective compliance material for each compliance run. § Document Loading, Storage, and Access § Document Consent Processing, Suppression, and Notification - $[ ] per suppressed __/suppressed statement § Development & Implementation of Electronic Compliance Documents - $[ ] __initial setup fee Note: Annual compliance minimum fee of $[ ]. § View Consent Enrollment - $[ ] per transaction § Consent Enrollment - $[ ] per transaction § View Statements - $[ ] per view__.
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Trust for Advised Portfolios)
Electronic Compliance Presentation. eCompliance allows consented users to receive an email containing a link to the respective compliance material for each compliance run. § Document Loading, Storage, and Access § Document Consent Processing, Suppression, and Notification - $[ ] ___per suppressed statement § Development & Implementation of Electronic Compliance Documents - $[ ] ___initial setup fee Note: Annual compliance minimum fee of $[ ]. § View Consent Enrollment - $[ ] per transaction § Consent Enrollment - $[ ] per transaction § View Statements - $[ ] per view___.
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Series Portfolios Trust)
Electronic Compliance Presentation. eCompliance allows consented users to receive an email containing a link to the respective compliance material for each compliance run. § Document Loading, Storage, and Access § Document Consent Processing, Suppression, and Notification - $[ ] __per suppressed statement § Development & Implementation of Electronic Compliance Documents - $[ ] __initial setup fee Note: Annual compliance minimum fee of $[ ]. § View Consent Enrollment - $[ ] per transaction § Consent Enrollment - $[ ] per transaction § View Statements - $[ ] per view__.
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Trust for Advised Portfolios)