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 Electronic Tax Presentation 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), Agent Servicing Agreement (Series Portfolios Trust), Usa Mutuals (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 Electronic Tax Presentation 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), Advisors Series Trust (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 Electronic Tax Presentation 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 Electronic Tax Presentation 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 Electronic Tax Presentation 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 (Managed Portfolio Series)
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 Electronic Tax Presentation 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 Electronic Tax Presentation 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 Electronic Tax Presentation 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 [ ]/statement § Document Consent Processing, Suppression, and Notification - $___ per suppressed [ ]/suppressed statement § Development & Implementation of Electronic Investor Statements - $___ [ ] initial setup fee Electronic Tax Presentation 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 Electronic Tax Presentation 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 Electronic Tax Presentation 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 Electronic Tax Presentation 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. § ■ $ [ ] per statement - Document Loading, Storage, and Access ■ $ [ ] per suppressed statement - $___ per statement § Document Consent Processing, Suppression, and Notification ■ $ [ ] initial setup fee - $___ per suppressed statement § Development & Implementation of Electronic Investor Statements - $___ initial setup fee Electronic Tax Presentation 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 - $___ per statement § Document Consent Processing, Suppression, and Notification ■ $ [ ] initial setup fee - $___ per suppressed statement § Development & Implementation of Electronic Tax Statements - $___ initial setup feeStatements
Appears in 1 contract