Literature Fulfillment Services. Account Management $[ ] /month (account management, lead reporting and database administration) Out-of-Pocket Expenses 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.
Appears in 2 contracts
Samples: Transfer Agent Servicing Agreement (Perritt Microcap Opportunities Fund Inc), Transfer Agent Servicing Agreement (Perritt Funds Inc)
Literature Fulfillment Services. Account Management − $[ ] __ /month (account management, lead reporting and database administration) § Out-of-Pocket Expenses − Kit and order processing expenses, postage, and printing § Inbound Teleservicing Only − Account Management - $[ ] __ /month − Call Servicing - $[ ] __ /minute § Lead Conversion Reporting (Closed Loop) − Account Management - Management- $[ ] __ /month − Database Installation, Setup - $[ ] -$__ /fund group − Specialized Programming – - (Separate Quote)* *Fees exclude postage and printing charges.
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Advisors Series Trust)
Literature Fulfillment Services. Account Management · $[ ] 250 /month (account management, lead reporting and database administration) · Out-of-Pocket Expenses · Kit and order processing expenses, postage, and printing · Inbound Teleservicing Only · Account Management - $[ ] 250 /month · Call Servicing - $[ ] 1.00 /minute · Lead Conversion Reporting (Closed Loop) · Account Management - $[ ] 500 /month · Database Installation, Setup - $[ ] 1,500 /fund group · Specialized Programming – - (Separate Quote)* *Fees exclude postage and printing charges.
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Brookfield Investment Funds)
Literature Fulfillment Services. Account Management $[ ] /month (account management, lead reporting and database administration) Out-of-Pocket Expenses 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.
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Perritt Funds Inc)
