Common use of OTHER ONGOING SERVICES Clause in Contracts

OTHER ONGOING SERVICES. As requested by Investment Portfolios, G.T. shall also provide the following services on an ongoing basis: (A) Furnish to Investment Portfolios or its designated agent such state-by-state registration reports reasonably necessary to enable Investment Portfolios to keep current the registration of its shares with state securities authorities. (B) Provide toll-free phone lines for direct Shareholder use, plus customer liaison staff with on-line inquiry capacity. (C) File with the Internal Revenue Service such information on behalf of each Shareholder as is required by law. (D) Provide Investment Portfolios with Shareholder lists and such statistical information as Investment Portfolios reasonably may request. (E) Provide the Custodian with such information as Investment Portfolios or the Custodian reasonably may request. (F) Mail duplicate confirmations and/or statements to Agents with respect to their clients' accounts and transactions in Shares, whether such transactions were executed through such Agents or directly through G.T. (G) Provide detail for confirmations and/or statements to be provided to Shareholders by Agent Firms, and provide such other Shareholder accounting information to Agent Firms as may be agreed upon between Investment Portfolios and G.T. (H) Provide to the custodian timely notification of Share transactions and such other information as may be agreed upon from time to time by Investment Portfolios, G.T. and the Custodian.

OTHER ONGOING SERVICES. As requested by Investment Portfoliosthe Portfolio, G.T. shall also provide the following services on an ongoing basis: (A) Furnish to Investment Portfolios the Portfolio or its designated agent such state-by-state registration reports reasonably necessary to enable Investment Portfolios the Portfolio to keep current the registration of its each class of shares with state securities authorities. (B) Provide toll-free phone lines for direct Shareholder use, plus customer liaison staff with on-line inquiry capacity. (C) File with the Internal Revenue Service such information on behalf of each Shareholder as is required by law. (D) Provide Investment Portfolios the Portfolio with Shareholder lists and such statistical information as Investment Portfolios the Portfolio reasonably may request. (E) Provide the Custodian with such information as Investment Portfolios or the Portfolio and the Custodian reasonably may request. (F) Mail duplicate confirmations and/or statements to Agents with respect to their clients' accounts and transactions in Shares, whether such transactions were executed through such Agents or directly through G.T. (G) Provide detail for confirmations and/or statements to be provided to Shareholders by Agent Firms, and provide such other Shareholder accounting information to Agent Firms as may be agreed upon between Investment Portfolios the Portfolio and G.T. (H) Provide to the custodian Custodian timely notification of Share transactions and such other information as may be agreed upon from time to time by Investment Portfoliosthe Portfolio, G.T. and the Custodian.

OTHER ONGOING SERVICES. As requested by Investment Portfoliosthe Trust, G.T. shall also provide the following services on an ongoing basis: (A) Furnish to Investment Portfolios the Trust or its designated agent such state-by-state registration reports reasonably necessary to enable Investment Portfolios the Trust to keep current the registration of its each class of shares with state securities authorities. (B) Provide toll-free phone lines for direct Shareholder use, plus customer liaison staff with on-line inquiry capacity. (C) File with the Internal Revenue Service such information on behalf of each Shareholder as is required by law. (D) Provide Investment Portfolios the Trust with Shareholder lists and such statistical information as Investment Portfolios the Trust reasonably may request. (E) Provide the Custodian with such information as Investment Portfolios or the Trust and the Custodian reasonably may request. (F) Mail duplicate confirmations and/or statements to Agents with respect to their clients' accounts and transactions in Shares, whether such transactions were executed through such Agents or directly through G.T. (G) Provide detail for confirmations and/or statements to be provided to Shareholders by Agent Firms, and provide such other Shareholder accounting information to Agent Firms as may be agreed upon between Investment Portfolios the Trust and G.T. (H) Provide to the custodian timely notification of Share transactions and such other information as may be agreed upon from time to time by Investment Portfolios, G.T. and the Custodian.

OTHER ONGOING SERVICES. As requested by Investment PortfoliosFunds, G.T. shall also provide the following services on an ongoing basis: (A) Furnish to Investment Portfolios Funds or its designated agent such state-by-state registration reports reasonably necessary to enable Investment Portfolios Funds to keep current the registration of its shares with state securities authorities. (B) Provide toll-free phone lines for direct Shareholder use, plus customer liaison staff with on-line inquiry capacity. (C) File with the Internal Revenue Service such information on behalf of each Shareholder as is required by law. (D) Provide Investment Portfolios Funds with Shareholder lists and such statistical information as Investment Portfolios Funds reasonably may request. (E) Provide the Custodian with such information as Investment Portfolios Funds or the Custodian reasonably may request. (F) Mail duplicate confirmations and/or statements to Agents with respect to their clients' accounts and transactions in Shares, whether such transactions were executed through such Agents or directly through G.T. (G) Provide detail for confirmations and/or statements to be provided to Shareholders by Agent Firms, and provide such other Shareholder accounting information to Agent Firms as may be agreed upon between Investment Portfolios Funds and G.T. (H) Provide to the custodian timely notification of Share transactions and such other information as may be agreed upon from time to time by Investment PortfoliosFunds, G.T. and the Custodian.

OTHER ONGOING SERVICES. As requested by Investment Portfoliosthe Trust, G.T. shall also provide the following services on an ongoing basis: (A) Furnish to Investment Portfolios the Trust or its designated agent such state-by-state registration reports reasonably necessary to enable Investment Portfolios the Trust to keep current the registration of its each class of shares with state securities authorities. (B) Provide toll-free phone lines for direct Shareholder use, plus customer liaison staff with on-line inquiry capacity. (C) File with the Internal Revenue Service such information on behalf of each Shareholder as is required by law. (D) Provide Investment Portfolios the Trust with Shareholder lists and such statistical information as Investment Portfolios the Trust reasonably may request. (E) Provide the Custodian with such information as Investment Portfolios or the Trust and the Custodian reasonably may request. (F) Mail duplicate confirmations and/or statements to Agents with respect to their clients' accounts and transactions in Shares, whether such transactions were executed through such Agents or directly through G.T. (G) Provide detail for confirmations and/or statements to be provided to Shareholders by Agent Firms, and provide such other Shareholder accounting information to Agent Firms as may be agreed upon between Investment Portfolios the Trust and G.T. (H) Provide to the custodian Custodian timely notification of Share transactions and such other information as may be agreed upon from time to time by Investment Portfoliosthe Trust, G.T. and the Custodian.