Informa Shareholder Electronic Statement Services   Electronic Clause Samples

Informa Shareholder Electronic Statement Services   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. § Document Loading, Storage, and Access – $[ ] per statement § Document Consent Processing, Suppression, and Notification – $[ ] per suppressed statement § Development & Implementation of Electronic Confirm Statements – $[ ] initial setup fee 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 Electronic Compliance Presentation eCompliance allows consented users to receive an email containing a link to the respective compliance material for each compliance run. § Document Consent Processing, Suppression, and Notification – $[ ] per suppressed statement § Development & Implementation of Electronic Compliance Documents – $[ ] initial setup fee Note: Annual compliance minimum fee of $[ ]. Related FAN Web Fees § View Consent Enrollment – $[ ] per transaction § Consent Enrollment – $[ ] per transaction § View Statements – $[ ] per view Notes: § Statements presented as PDF documents § Statements will be loaded for all accounts, regardless of consent § Three year minimum term § Storage for two years included in Document Loading, Storage and Access fee. Archive fee of $[ ] per document per year for three years and greater, if desired § FAN Web customization charges also apply 2017 5