Email Services. For your convenience, we may offer the option of using email notifications, news updates, and account information via email. All mailings include an opt-out option. An email may be automatically sent to the user following account registration. You may opt out of receiving these emails within the “Settings” menu in the Services.
Email Services. Services to capture, queue, monitor, service and archive shareholder email correspondence: § $[ ] setup /fund group § $[ ] /month administration § $[ ] /received email correspondence Dealer Reclaim Services – Services reclaim fund losses due to the pricing differences for dealer trade adjustments such as between dealer placed trades and cancellations. There will be no correspondence charges related to this service. § $[ ] per letter mailed on losses $[ ] or more § Account Management/Database Administration − $[ ] per month − Receiving - $[ ] per SKU − Order Processing - $[ ] per order − Skid Storage - $[ ] per month per location − Disposal - $[ ] per SKU § Inbound Teleservicing Only − Account Management - $[ ] per month − Call Servicing - $[ ] per minute § Lead Source Reporting − $[ ] per month § Closed Loop Reporting − Account Management - $[ ] per month − Database Installation, Setup - $[ ] per fund group § Out-of-Pocket Expenses − Included but not limited to specialized programming, kit and order processing expenses, postage, and printing.
Email Services. Services to capture, queue, monitor, service and archive shareholder email correspondence:
Email Services. 4.1.1 This paragraph 4 applies only if You purchase Email Services from Us as selected on Your Application Form.
4.1.2 We will issue to You user name(s) and password(s) for Your employees and electronic addresses so that Your employees may use the Email Service.
4.1.3 We reserve the right to make changes to the specification of the Email Service without notice. We may delete any email held using email addresses You have registered with Us if You have not accessed Your email for more than 3 months.
4.1.4 Unless otherwise notified, Your Email Service will be renewed on an annual or monthly basis depending on the Email Service provided and as outlined in the Price List.
4.1.5 It is Your responsibility to keep Your password(s) secret. If a Third Party uses Your username and password with or without Your consent, then You will be responsible any costs incurred.
Email Services. This Agreement (hereinafter called the “Agreement”) is made on the ( DATE ) (hereinafter called “Effective Date”).
Email Services. 4.1.1 This paragraph 4 applies only if You purchase Email Services from Us as selected on Your Application Form.
4.1.2 We may, at Our sole discretion, choose to provide to You up to five complementary electronic mail addresses at no cost to You.
4.1.3 In respect of any electronic mail addresses that You receive from Us as part of the Email Services, We will issue to Your User’s user name(s) and password(s) so that You may use the Email Service.
4.1.4 We reserve the right to make changes to the specification of the Email Service without notice. We may delete any email held using email addresses You have registered with Us if You have not accessed Your email for more than 3 months.
4.1.5 Unless otherwise notified, Your Email Service will be renewed on an annual or monthly basis depending on the Email Service provided and as outlined in the Price List.
4.1.6 It is Your responsibility to keep Your password(s) secret. If a Third Party uses Your username and password with or without Your consent, then You will be responsible any costs incurred.
Email Services. 2.1. In relation to email, end users must not use the service to:
a. harass, menace, upset, annoy or inconvenience any person;
b. send bulk unsolicited email to others;
c. send email that hides or obscures the source of the email the end user sends, that contains invalid or forged headers or domain names or deceptive addressing;
d. receive responses from bulk unsolicited email where the original was distributed by the end user, even if not via the service;
Email Services. Users will have access to web-based email upon signup, allowing them to send and receive email from the Email Site.
Email Services. Services to capture, queue, monitor, service and archive shareholder email correspondence: § $[ ] setup /fund group § $[ ] /month administration § $[ ] /received email correspondence Dealer Reclaim Services – Services reclaim fund losses due to the pricing differences for dealer trade adjustments such as between dealer placed trades and cancellations. There will be no correspondence charges related to this service. § $[ ] /fund group per month Shareholder Performance Statements – We have a variety of features available for providing account or portfolio level performance information on investor statements. Actual costs will depend upon specific client requirements. § Setup - $[ ] /fund group § Annual Fee - $[ ] /open and closed account § Account Management − $[ ] /month (account management, lead reporting and database administration) § Out-of-Pocket Expenses − Included but not limited to kit and order processing expenses, postage, and printing. § Inbound Teleservicing Only − Account Management - $[ ] /month − Call Servicing - $[ ] /minute § Lead Conversion Reporting (Closed Loop) − Account Management- $[ ] /month − Database Installation, Setup -$[ ] /fund group − Specialized Programming - (Separate Quote)* *Fees exclude postage and printing charges. § $[ ] /money market share class per year § Out-of-pocket expenses (see Transfer Agent Fee Schedule) Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § $[ ] /qualified plan account or Cxxxxxxxx ESA account (Cap at $[ ] /SSN) § $[ ] /transfer to successor trustee § $[ ] /participant distribution (Excluding SWPs) § $[ ] /refund of excess contribution § $[ ] /reconversion/recharacterization
Email Services. If you wish to include email, please check the box below and let us know the number of email accounts you would like Email Hosting includes access to webmail, technical support, and spam filtering. Clients who host their website with us receive a substantial discount on email hosting. Price Per Mailbox $4.25 per month Number of Accounts Total Price 1 – 2 $150 per year Number of Email Accounts
