Incoming Correspondence. All correspondence received shall be clearly stamped with the date of receipt.
Incoming Correspondence. Open, number and record all incoming correspondence. With Executive Director’s approval and direction, you may need to distribute and initiate actions for some incoming correspondence.
Incoming Correspondence. The program manager may maintain a post office box in the State of Montana to receive correspondence from Montana residents. Correspondence sent to the Montana post office box that relates to the Securities or Accounts of the Program will be forwarded to PFPC. PFPC shall be responsible for incoming correspondence only upon PFPC’s actual receipt thereof. So as not to disadvantage Montana residents that send correspondence to the Montana address, Pacific Life hereby directs PFPC to process transactions based upon the date and time that the item was received at the Montana post office box as indicated in writing by the program manager. Pacific Life shall be responsible for any gains or losses arising from this ‘as of’ processing. Pacific Life agrees to indemnify, defend and hold harmless PFPC and its affiliates, including their respective officers, directors, trustees, agents and employees, from all taxes, charges, expenses, assessments, claims and liabilities (including, without limitation, reasonable attorneys’ fees and disbursements and liabilities under the Securities Laws, the Code, and any state and foreign securities, tax and blue sky laws) arising directly or indirectly from (i) the program manager’s failure to correctly indicate the date and time any such item was actually received and (ii) the loss or delay of correspondence forwarded from such Montana post office box to PFPC.”
