Common use of Investor Services Clause in Contracts

Investor Services. 1.1 Pursuant to the Plan, the Distributor shall directly, or indirectly through other service providers determined by the Distributor (“Service Providers”), provide investor services to Investors. Investor services include some or all of the following: (i) printing Fund prospectuses and statements of additional information and mailing them to Investors or to financial advisors who allocate funds for investments in Shares of the Funds on behalf of Investors (“Financial Advisors”); (ii) forwarding communications from the Funds to Investors or Financial Advisors, including proxy solicitation material and annual and semiannual reports; (iii) assistance in facilitating and processing increased transactions in Shares of the Funds in connection with strategic or tactical asset allocation investing; (iv) assistance in providing the Fund with advance information on strategic and tactical asset allocation trends and anticipated investment activity in and among the Funds; (v) assisting Investors who wish or need to change Financial Advisers; and (vi) providing support services to Financial Advisers, including, but not limited to: (a) providing Financial Advisers with updates on policies and procedures; (b) answering questions of Financial Advisers regarding the Funds’ portfolio investments; (c) providing performance information regarding the Funds; (d) providing information to Financial Advisers regarding the Funds’ investment objectives; (e) providing Investor account information to Financial Advisers; and (f) redeeming Fund Shares, if necessary, for the payment of Financial Adviser fees. 1.2 Pursuant to the Plan, the Trust shall compensate the Distributor at a rate not to exceed .25% per annum of the Funds’ average daily net assets for providing the investor services described in Section 1.1. The Distributor may use such payments received from the Funds to compensate Service Providers for providing such services. Compensation shall be made from the assets of the funds of the Trust, and such compensation shall be calculated and accrued daily and paid within fifteen (15) days of the end of each month.

Investor Services. 1.1 Pursuant to the Planthis Agreement, the Distributor Servicer shall directly, or indirectly through other service providers determined by the Distributor (“Service Providers”), provide investor services to Investors. Investor services include some or all of the following: (i) printing Fund prospectuses and statements of additional information and mailing them to Investors or to financial advisors who allocate funds for investments in Shares of the Funds on behalf of Investors (“"Financial Advisors”"); (ii) forwarding communications from the Funds to Investors or Financial Advisors, including proxy solicitation material and annual and semiannual reports; (iii) assistance in facilitating and processing increased transactions in Shares of the Funds in connection with strategic or tactical asset allocation investing; (iv) assistance in providing the Fund with advance information on strategic and tactical asset allocation trends and anticipated investment activity in and among the Funds; (v) assisting Investors who wish or need to change Financial Advisers; and (vi) providing support services to Financial Advisers, including, but not limited to: (a) providing Financial Advisers with updates on policies and procedures; (b) answering questions of Financial Advisers regarding the Funds’ ' portfolio investments; (c) providing Financial Advisers with performance information regarding the Funds; (d) providing information to Financial Advisers regarding the Funds’ ' investment objectives; (e) providing Investor account information to Financial Advisers; and (f) if necessary, redeeming Fund Shares, if necessaryShares (in accordance with applicable procedures), for the payment of Financial Adviser fees. 1.2 Pursuant For providing investor services to the PlanInvestors pursuant to this Agreement, the Trust RDI shall compensate the Distributor Servicer on a quarterly basis, at a an annual rate not to exceed .25of 0.25% per annum of the Funds’ average daily net assets for providing the investor services described in Section 1.1. The Distributor may use such payments received from of the Funds attributable to compensate Service Providers for providing such servicesInvestors. Compensation RDI shall be made from the assets of the funds of the Trust, and calculate such compensation shall be calculated and accrued daily and paid within fifteen (15) days of quarterly payment at the end of each monthcalendar quarter, and shall make payment, without demand or notice by the Servicer, within 15 days thereafter, in a manner mutually agreed upon by the parties.

Investor Services. 1.1 Pursuant to the Plan, the Distributor shall directly, or indirectly through other service providers determined by the Distributor (“Service Providers”), provide investor services to Investors. Investor services include some or all of the following: (i) printing Fund prospectuses and statements of additional information and mailing them to Investors or to financial advisors who allocate funds for investments in Shares of the Funds on behalf of Investors (“Financial Advisors”); (ii) forwarding communications from the Funds to Investors or Financial Advisors, including proxy solicitation material and annual and semiannual reports; (iii) assistance in facilitating and processing increased transactions in Shares of the Funds in connection with strategic or tactical asset allocation investing; (iv) assistance in providing the Fund with advance information on strategic and tactical asset allocation trends and anticipated investment activity in and among the Funds; (v) assisting Investors who wish or need to change Financial Advisers; and (vi) providing support services to Financial Advisers, including, but not limited to: (a) providing Financial Advisers with updates on policies and procedures; (b) answering questions of Financial Advisers regarding the Funds’ portfolio investments; (c) providing performance information regarding the Funds; (d) providing information to Financial Advisers regarding the Funds’ investment objectives; (e) providing Investor account information to Financial Advisers; and (f) redeeming Fund Shares, if necessary, for the payment of Financial Adviser fees. 1.2 Pursuant to the Plan, the Trust shall compensate the Distributor at a rate not to exceed .25..25% per annum of the Funds’ average daily net assets for providing the investor services described in Section 1.1. The Distributor may use such payments received from the Funds to compensate Service Providers for providing such services. Compensation shall be made from the assets of the funds of the Trust, and such compensation shall be calculated and accrued daily and paid within fifteen (15) days of the end of each month.