Initial and Additional Funds Sample Clauses

Initial and Additional Funds. We will serve as the Transfer Agent for the below named initial funds. Additional funds may be added upon the complete execution by both parties of an addendum to this agreement. The addendum will identify the additional fund(s) and the effective date. Any additional fund(s) will be governed by the Terms & Conditions of this Agreement. A set-up fee of $1,000 to add an additional fund will be incurred. The additional fund(s) will be included in the monthly active investor fee calculation. This Agreement includes the following initial funds: ACS Securities Services, Inc. Investor Services Agreement Page 4 of 24 These items will be billed back to you in addition to the monthly fee.