Electronic Confirm Presentation. eCDLY will load shareowner daily confirmations (financial transactions only, does not include maintenance confirmations) and send notification to consented shareowners of a new document to view. ■ $ [ ] per statement - Document Loading, Storage, and Access ■ $ [ ] per suppressed statement - Document Consent Processing, Suppression, and Notification ■ $ [ ] initial setup fee - Development & Implementation of Electronic Confirm Statements
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Electronic Confirm Presentation. eCDLY will load shareowner daily confirmations (financial transactions only, does not include maintenance confirmations) and send notification to consented shareowners of a new document to view. ■ $ [ ] per statement - • Document Loading, Storage, and Access ■ $ [ ] - $_ per suppressed statement - • Document Consent Processing, Suppression, and Notification ■ $ [ ] initial setup fee - $_ per suppressed statement • Development & Implementation of Electronic Confirm StatementsStatements - $_ initial setup fee Note: Quarterly minimum fee of $_.
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Trust for Advised Portfolios)
Electronic Confirm Presentation. eCDLY will load shareowner daily confirmations (financial transactions only, does not include maintenance confirmations) and send notification to consented shareowners of a new document to view. ■ $ [ ] per statement - § Document Loading, Storage, and Access ■ $ [ ] - $___ per suppressed statement - § Document Consent Processing, Suppression, and Notification ■ $ [ ] initial setup fee - $___ per suppressed statement § Development & Implementation of Electronic Confirm StatementsStatements - $___ initial setup fee Note: Quarterly minimum fee of $___.
Appears in 1 contract
Electronic Confirm Presentation. eCDLY will load shareowner daily confirmations (financial transactions only, does not include maintenance confirmations) and send notification to consented shareowners of a new document to view. ■ $ [ ] per statement - Document Loading, Storage, eStatements will load shareowner investor statements in a PDF format and Access ■ $ [ ] per suppressed statement - Document Consent Processing, Suppression, and Notification ■ $ [ ] initial setup fee - Development & Implementation send notification to the consented shareowners of Electronic Confirm Statementsa new document to view. ■
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Jacob Funds Inc.)
Electronic Confirm Presentation. eCDLY will load shareowner daily confirmations (financial transactions only, does not include maintenance confirmations) and send notification to consented shareowners of a new document to view. ■ $ [ ] per statement - § Document Loading, Storage, and Access ■ $ [ - $[…] per suppressed statement - /statement § Document Consent Processing, Suppression, and Notification ■ $ [ - $[…] initial setup fee - /suppressed statement § Development & Implementation of Electronic Confirm StatementsStatements - $[…] initial setup fee Note: Quarterly minimum fee of $[…] .
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Managed Portfolio Series)
Electronic Confirm Presentation. eCDLY will load shareowner daily confirmations (financial transactions only, does not include maintenance confirmations) and send notification to consented shareowners of a new document to view. ■ $ [ ] per statement - § Document Loading, Storage, and Access ■ $ [ ] - $() per suppressed statement - § Document Consent Processing, Suppression, and Notification ■ $ [ ] initial setup fee - $() per suppressed statement § Development & Implementation of Electronic Confirm StatementsStatements - $() initial setup fee Note: Quarterly minimum fee of $().
Appears in 1 contract
Electronic Confirm Presentation. eCDLY will load shareowner daily confirmations (financial transactions only, does not include maintenance confirmations) and send notification to consented shareowners of a new document to view. ■ $ [ ] per statement - Document Loading, Storage, and Access ■ $ [ ] per suppressed statement - __ /statement Document Consent Processing, Suppression, and Notification ■ $ [ ] initial setup fee - $__ /suppressed statement Development & Implementation of Electronic Confirm StatementsStatements - $__ initial setup fee Note: Quarterly minimum fee of $__.
Appears in 1 contract
Samples: Fund Servicing Agreement (Advisor Managed Portfolios)