Electronic Investor Statement Presentation. eStatements will load shareowner investor statements in a PDF format and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] per statement § Document Consent Processing, Suppression, and Notification - $[ ] per suppressed statement § Development & Implementation of Electronic Investor Statements - $[ ] initial setup fee eTax will load TA2000 tax forms and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] per statement § Document Consent Processing, Suppression, and Notification - $[ ] per suppressed statement § Development & Implementation of Electronic Tax Statements - $[ ] initial setup fee
Appears in 4 contracts
Samples: Transfer Agent Servicing Agreement (Professionally Managed Portfolios), Transfer Agent Servicing Agreement (Professionally Managed Portfolios), Transfer Agent Servicing Agreement (Professionally Managed Portfolios)
Electronic Investor Statement Presentation. eStatements will load shareowner investor statements in a PDF format and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] per statement /statement § Document Consent Processing, Suppression, and Notification - $[ ] per suppressed /suppressed statement § Development & Implementation of Electronic Investor Statements - $[ ] initial setup fee eTax will load TA2000 tax forms and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] per statement /statement § Document Consent Processing, Suppression, and Notification - $[ ] per suppressed /suppressed statement § Development & Implementation of Electronic Tax Statements - $[ ] initial setup fee
Appears in 4 contracts
Samples: Transfer Agent Servicing Agreement (FundX Investment Trust), Transfer Agent Servicing Agreement (FundX Investment Trust), Transfer Agent Servicing Agreement (Advisors Series Trust)
Electronic Investor Statement Presentation. eStatements will load shareowner investor statements in a PDF format and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] ___ per statement § Document Consent Processing, Suppression, and Notification - $[ ] ___ per suppressed statement § Development & Implementation of Electronic Investor Statements - $[ ] ___ initial setup fee eTax will load TA2000 tax forms and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] ___ per statement § Document Consent Processing, Suppression, and Notification - $[ ] ___ per suppressed statement § Development & Implementation of Electronic Tax Statements - $[ ] ___ initial setup fee
Appears in 4 contracts
Samples: Transfer Agent Servicing Agreement (Series Portfolios Trust), Transfer Agent Servicing Agreement (Series Portfolios Trust), Transfer Agent Servicing Agreement (Usa Mutuals)
Electronic Investor Statement Presentation. eStatements will load shareowner investor statements in a PDF format and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] per statement § /statement Document Consent Processing, Suppression, and Notification - $[ ] per suppressed /suppressed statement § Development & Implementation of Electronic Investor Statements - $[ ] initial setup fee eTax will load TA2000 tax forms and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] per statement § /statement Document Consent Processing, Suppression, and Notification - $[ ] per suppressed /suppressed statement § Development & Implementation of Electronic Tax Statements - $[ ] initial setup fee
Appears in 2 contracts
Samples: Transfer Agent Servicing Agreement (FundX Investment Trust), Transfer Agent Servicing Agreement (Professionally Managed Portfolios)
Electronic Investor Statement Presentation. eStatements will load shareowner investor statements in a PDF format and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] per statement ]/statement § Document Consent Processing, Suppression, and Notification - $[ ] per suppressed ]/suppressed statement § Development & Implementation of Electronic Investor Statements - $[ ] initial setup fee eTax will load TA2000 tax forms and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] per statement ]/statement § Document Consent Processing, Suppression, and Notification - $[ ] per suppressed ]/suppressed statement § Development & Implementation of Electronic Tax Statements - $[ ] initial setup fee
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (FundX Investment Trust)
Electronic Investor Statement Presentation. eStatements will load shareowner investor statements in a PDF format and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] __ per statement § Document Consent Processing, Suppression, and Notification - $[ ] __ per suppressed statement § Development & Implementation of Electronic Investor Statements - $[ ] __ initial setup fee eTax will load TA2000 tax forms and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] __ per statement § Document Consent Processing, Suppression, and Notification - $[ ] __ per suppressed statement § Development & Implementation of Electronic Tax Statements - $[ ] __ initial setup fee
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Series Portfolios Trust)
Electronic Investor Statement Presentation. eStatements will load shareowner investor statements in a PDF format and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] _ per statement § Document Consent Processing, Suppression, and Notification - $[ ] _ per suppressed statement § Development & Implementation of Electronic Investor Statements - $[ ] _ initial setup fee eTax will load TA2000 tax forms and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] _ per statement § Document Consent Processing, Suppression, and Notification - $[ ] _ per suppressed statement § Development & Implementation of Electronic Tax Statements - $[ ] _ initial setup fee
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Series Portfolios Trust)
Electronic Investor Statement Presentation. eStatements will load shareowner investor statements in a PDF format and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] __per statement § Document Consent Processing, Suppression, and Notification - $[ ] __per suppressed statement § Development & Implementation of Electronic Investor Statements - $[ ] __initial setup fee eTax will load TA2000 tax forms and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] __per statement § Document Consent Processing, Suppression, and Notification - $[ ] __per suppressed statement § Development & Implementation of Electronic Tax Statements - $[ ] __initial setup fee
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Trust for Advised Portfolios)
Electronic Investor Statement Presentation. eStatements will load shareowner investor statements in a PDF format and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] ()per statement § Document Consent Processing, Suppression, and Notification - $[ ] () per suppressed statement § Development & Implementation of Electronic Investor Statements - $[ ] () initial setup fee eTax will load TA2000 tax forms and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] () per statement § Document Consent Processing, Suppression, and Notification - $[ ] () per suppressed statement § Development & Implementation of Electronic Tax Statements - $[ ] () initial setup fee
Appears in 1 contract
Electronic Investor Statement Presentation. eStatements will load shareowner investor statements in a PDF format and send notification to the consented shareowners of a new document to view. § ∎ Document Loading, Storage, and Access - $[ ] per statement § ∎ Document Consent Processing, Suppression, and Notification - $[ ] per suppressed statement § ∎ Development & Implementation of Electronic Investor Statements - $[ ] initial setup fee eTax will load TA2000 tax forms and send notification to the consented shareowners of a new document to view. § ∎ Document Loading, Storage, and Access - $[ ] per statement § ∎ Document Consent Processing, Suppression, and Notification - $[ ] per suppressed statement § ∎ Development & Implementation of Electronic Tax Statements - $[ ] initial setup fee
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Ariel Investment Trust)
Electronic Investor Statement Presentation. eStatements will load shareowner investor statements in a PDF format and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] ___per statement § Document Consent Processing, Suppression, and Notification - $[ ] ___per suppressed statement § Development & Implementation of Electronic Investor Statements - $[ ] ___initial setup fee eTax will load TA2000 tax forms and send notification to the consented shareowners of a new document to view. § Document Loading, Storage, and Access - $[ ] ___per statement § Document Consent Processing, Suppression, and Notification - $[ ] ___per suppressed statement § Development & Implementation of Electronic Tax Statements - $[ ] ___initial setup fee
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Series Portfolios Trust)
Electronic Investor Statement Presentation. eStatements will load shareowner investor statements in a PDF format and send notification to the consented shareowners of a new document to view. § ■ $ [ ] per statement - Document Loading, Storage, and Access - $■ $ [ ] per suppressed statement § - Document Consent Processing, Suppression, and Notification - $■ $ [ ] per suppressed statement § initial setup fee - Development & Implementation of Electronic Investor Statements - $[ ] initial setup fee eTax will load TA2000 tax forms and send notification to the consented shareowners of a new document to view. § ■ $ [ ] per statement - Document Loading, Storage, and Access - $■ $ [ ] per suppressed statement § - Document Consent Processing, Suppression, and Notification - $■ $ [ ] per suppressed statement § initial setup fee - Development & Implementation of Electronic Tax Statements - $[ ] initial setup feeStatements
Appears in 1 contract