Common use of Required Services Clause in Contracts

Required Services. (a) You will assign one of your representatives to each Putnam Fund account on your xxxxxds and reassign the Putnam Fund account should xxxx xepresentative leave your organization. (b) You and your representatives will assist us and our affiliates in providing the following services to shareholders of the Putnam Funds: (i) Maixxxxx regular contact with shareholders in assigned accounts and assist in answering inquiries concerning the Putnam Funds. (ii) Asxxxx xn distributing sales and service literature provided by us, particularly to the beneficial owners of accounts registered in your name (nominee name accounts). (iii) Assist us and our affiliates in the establishment and maintenance of shareholder accounts and records. (iv) Assist shareholders in effecting administrative changes, such as changing dividend options, account designations, address, automatic investment programs or systematic investment plans. (v) Assist in processing purchase and redemption transactions. (vi) Provide any other information or services as the customer or we may reasonably request. (c) You will grant reasonable requests for visits to your offices by our wholesalers and include all Putnam Funds on your menu ox xxxx of investments made available by you to your customers. (d) Your compliance with the service requirements set forth in this Agreement will be evaluated by us from time to time by surveying shareholder satisfaction with service, by monitoring redemption levels of shareholder accounts assigned to you and by such other methods as we deem appropriate. (e) The provisions of this Paragraph 4 may be amended by us from time to time upon notice to you.

Appears in 21 contracts

Samples: Financial Institution Service Agreement (Putnam Convertible Income Growth Trust), Financial Institution Service Agreement (Putnam U S Government Income Trust), Financial Institution Service Agreement (Putnam High Yield Trust Fund)

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Required Services. (a) You will assign one of your registered representatives to each Putnam Xxxxxx Fund account on your xxxxxds records and reassign the Putnam Xxxxxx Fund account should xxxx xepresentative that representative leave your organizationfirm. (b) You and your registered representatives will assist us and our affiliates in providing the following services to shareholders of the Putnam Xxxxxx Funds: (i) Maixxxxx Maintain regular contact with shareholders in assigned accounts and assist in answering inquiries concerning the Putnam Xxxxxx Funds. (ii) Asxxxx xn Assist in distributing sales and service literature provided by us, particularly to the beneficial owners of accounts registered in your name (nominee name accounts). (iii) Assist us and our affiliates in the establishment and maintenance of shareholder accounts and records. (iv) Assist shareholders in effecting administrative changes, such as changing dividend options, account designations, address, automatic investment programs or systematic investment plans. (v) Assist in processing purchase and redemption transactions. (vi) Provide any other information or services as the customer or we may reasonably request. (c) You will grant support our marketing efforts by granting reasonable requests for visits to your offices by our wholesalers and include by including all Putnam Xxxxxx Funds on your menu ox xxxx of investments made available by you to your customers"approved" list. (d) Your compliance with the service requirements set forth in this Agreement will be evaluated by us from time to time by surveying shareholder satisfaction with service, by monitoring redemption levels of shareholder accounts assigned to you and by such other methods as we deem appropriate. (e) The provisions of this Paragraph 4 may be amended by us from time to time upon notice to you.

Appears in 13 contracts

Samples: Dealer Service Agreement (Putnam Fund for Growth & Income), Dealer Service Agreement (Putnam Federal Income Trust), Dealer Service Agreement (Putnam Voyager Fund Ii)

Required Services. (a) You will assign one of your representatives to each Putnam Fund account on your xxxxxds xxxxxxs and reassign the Putnam Fund account should xxxx xepresentative txxx xxpresentative leave your organization. (b) You and your representatives will assist us and our affiliates in providing the following services to shareholders of the Putnam Funds: (i) Maixxxxx regular Maintxxx xxgular contact with shareholders in assigned accounts and assist in answering inquiries concerning the Putnam Funds. (ii) Asxxxx xn Assixx xx distributing sales and service literature provided by us, particularly to the beneficial owners of accounts registered in your name (nominee name accounts). (iii) Assist us and our affiliates in the establishment and maintenance of shareholder accounts and records. (iv) Assist shareholders in effecting administrative changes, such as changing dividend options, account designations, address, automatic investment programs or systematic investment plans. (v) Assist in processing purchase and redemption transactions. (vi) Provide any other information or services as the customer or we may reasonably request. (c) You will grant reasonable requests for visits to your offices by our wholesalers and include all Putnam Funds on your menu ox or xxxx of investments made available by you to your customers. (d) Your compliance with the service requirements set forth in this Agreement will be evaluated by us from time to time by surveying shareholder satisfaction with service, by monitoring redemption levels of shareholder accounts assigned to you and by such other methods as we deem appropriate. (e) The provisions of this Paragraph 4 may be amended by us from time to time upon notice to you.

Appears in 5 contracts

Samples: Financial Institution Service Agreement (Putnam Investors Fund), Financial Institution Service Agreement (Putnam New Opportunities Fund), Financial Institution Service Agreement (Putnam Fund for Growth & Income)

Required Services. (a) You will assign one of your representatives to each Putnam Xxxxxx Fund account on your xxxxxds records and reassign the Putnam Xxxxxx Fund account should xxxx xepresentative that representative leave your organization. (b) You and your representatives will assist us and our affiliates in providing the following services to shareholders of the Putnam Xxxxxx Funds: (i) Maixxxxx Maintain regular contact with shareholders in assigned accounts and assist in answering inquiries concerning the Putnam Xxxxxx Funds. (ii) Asxxxx xn Assist in distributing sales and service literature provided by us, particularly to the beneficial owners of accounts registered in your name (nominee name accounts). (iii) Assist us and our affiliates in the establishment and maintenance of shareholder accounts and records. (iv) Assist shareholders in effecting administrative changes, such as changing dividend options, account designations, address, automatic investment programs or systematic investment plans. (v) Assist in processing purchase and redemption transactions. (vi) Provide any other information or services as the customer or we may reasonably request. (c) You will grant reasonable requests for visits to your offices by our wholesalers and include all Putnam Xxxxxx Funds on your menu ox xxxx or list of investments made available by you to your customers. (d) Your compliance with the service requirements set forth in this Agreement will be evaluated by us from time to time by surveying shareholder satisfaction with service, by monitoring redemption levels of shareholder accounts assigned to you and by such other methods as we deem appropriate. (e) The provisions of this Paragraph 4 may be amended by us from time to time upon notice to you.

Appears in 3 contracts

Samples: Financial Institution Service Agreement (Putnam RetirementReady Funds), Financial Institution Service Agreement (Putnam Europe Growth Fund), Financial Institution Service Agreement (Putnam Capital Appreciation Fund)

Required Services. (a) You will assign one of your representatives to each Putnam Fund account on your xxxxxds and reassign the Putnam Fund account should xxxx xepresentative leave your organization. (b) You and your representatives will assist us and our affiliates in providing the following services to shareholders of the Putnam Funds: (i) Maixxxxx regular Mainxxxx xegular contact with shareholders in assigned accounts and assist in answering inquiries concerning the Putnam Funds. (ii) Asxxxx xn Assxxx xx distributing sales and service literature provided by us, particularly to the beneficial owners of accounts registered in your name (nominee name accounts). (iii) Assist us and our affiliates in the establishment and maintenance of shareholder accounts and records. (iv) Assist shareholders in effecting administrative changes, such as changing dividend options, account designations, address, automatic investment programs or systematic investment plans. (v) Assist in processing purchase and redemption transactions. (vi) Provide any other information or services as the customer or we may reasonably request. (c) You will grant reasonable requests for visits to your offices by our wholesalers and include all Putnam Funds on your menu ox xxxx of investments made available by you to your customers. (d) Your compliance with the service requirements set forth in this Agreement will be evaluated by us from time to time by surveying shareholder satisfaction with service, by monitoring redemption levels of shareholder accounts assigned to you and by such other methods as we deem appropriate. (e) The provisions of this Paragraph 4 may be amended by us from time to time upon notice to you.

Appears in 2 contracts

Samples: Financial Institution Service Agreement (Putnam Preferred Income Fund), Financial Institution Service Agreement (Putnam Convertible Income Growth Trust)

Required Services. (a) You will assign one of your registered representatives to each Putnam Pxxxxx Fund account on your xxxxxds records and reassign the Putnam Pxxxxx Fund account should xxxx xepresentative that representative leave your organizationfirm. (b) You and your registered representatives will assist us and our affiliates in providing the following services to shareholders shareholder of the Putnam Pxxxxx Funds: (i) Maixxxxx Maintain regular contact with shareholders in assigned accounts and assist in answering inquiries concerning the Putnam Pxxxxx Funds. (ii) Asxxxx xn Assist in distributing sales and service literature provided by us, particularly to the beneficial owners of accounts registered in your name (nominee name accounts). (iii) Assist us and our affiliates in the establishment and maintenance of shareholder accounts and records. (iv) Assist shareholders in effecting administrative changes, such as changing dividend options, account designations, address, automatic investment programs or systematic investment plans. (v) Assist in processing purchase and redemption transactions. (vi) Provide any other information or services as the customer or we may reasonably request. (c) You will grant support our marketing efforts by granting reasonable requests for visits to your offices by our wholesalers and include all Putnam by including Pxxxxx Funds on your menu ox xxxx of investments made available by you to your customers“approved” list. (d) Your compliance with the service requirements set forth in this Agreement will be evaluated by us from time to time by surveying shareholder satisfaction with service, by monitoring redemption levels of shareholder shareholders accounts assigned to you and by such other methods as we deem appropriate. (e) The provisions of this the Paragraph 4 may be amended by us from time to time upon notice to you.

Appears in 2 contracts

Samples: Dealer Service Agreement (Putnam Tax Free Income Trust), Dealer Service Agreement (Putnam Funds Trust)

Required Services. (a) You will assign one of your representatives to each Putnam Pxxxxx Fund account on your xxxxxds records and reassign the Putnam Pxxxxx Fund account should xxxx xepresentative that representative leave your organization. (b) You and your representatives will assist us and our affiliates in providing the following services to shareholders of the Putnam Pxxxxx Funds: (i) Maixxxxx Maintain regular contact with shareholders in assigned accounts and assist in answering inquiries concerning the Putnam Pxxxxx Funds. (ii) Asxxxx xn Assist in distributing sales and service literature provided by us, particularly to the beneficial owners of accounts registered in your name (nominee name accounts). (iii) Assist us and our affiliates in the establishment and maintenance of shareholder accounts and records. (iv) Assist shareholders in effecting administrative changes, such as changing dividend options, account designations, address, automatic investment programs or systematic investment plans. (v) Assist in processing purchase and redemption transactions. (vi) Provide any other information or services as the customer or we may reasonably request. (c) You will grant reasonable requests for visits to your offices by our wholesalers and include all Putnam Pxxxxx Funds on your menu ox xxxx or list of investments made available by you to your customers. (d) Your compliance with the service requirements set forth in this Agreement will be evaluated by us from time to time by surveying shareholder satisfaction with your service, by monitoring redemption levels of shareholder shareholders accounts assigned to you and by such other methods as we deem appropriate. (e) The provisions of this the Paragraph 4 may be amended by us from time to time upon notice to you.

Appears in 2 contracts

Samples: Financial Institution Service Agreement (Putnam Tax Free Income Trust), Financial Institution Service Agreement (Putnam Funds Trust)

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Required Services. (a) You will assign one of your registered representatives to each Putnam Fund account on your xxxxxds records and reassign the Putnam Fund Putxxx Xxnd account should xxxx xepresentative that representative leave your organizationyoux xxxx. (b) You and your registered representatives will assist us and our affiliates in providing the following services to shareholders of the Putnam Funds: (i) Maixxxxx Maintain regular contact with shareholders wxxx xxareholders in assigned accounts and assist in answering inquiries concerning the Putnam Funds. (ii) Asxxxx xn Assist in distributing sales and salxx xxx service literature provided by us, particularly to the beneficial owners of accounts registered in your name (nominee name accounts). (iii) Assist us and our affiliates in the establishment and maintenance of shareholder accounts and records. (iv) Assist shareholders in effecting administrative changes, such as changing dividend options, account designations, address, automatic investment programs or systematic investment plans. (v) Assist in processing purchase and redemption transactions. (vi) Provide any other information or services as the customer or we may reasonably request. (c) You will grant support our marketing efforts by granting reasonable requests for visits to your offices by our wholesalers and include by including all Putnam Funds on your menu ox xxxx of investments made available by you to your customers"approved" list. (d) Your compliance with compliaxxx xxth the service requirements set forth in this Agreement will be evaluated by us from time to time by surveying shareholder satisfaction with service, by monitoring redemption levels of shareholder accounts assigned to you and by such other methods as we deem appropriate. (e) The provisions of this Paragraph 4 may be amended by us from time to time upon notice to you.

Appears in 1 contract

Samples: Dealer Service Agreement (Putnam American Government Income Fund)

Required Services. (a) You will assign one of your representatives to each Putnam Pxxxxx Fund account on your xxxxxds records and reassign the Putnam Pxxxxx Fund account should xxxx xepresentative that representative leave your organization. (b) You and your representatives will assist us and our affiliates in providing the following services to shareholders of the Putnam Pxxxxx Funds: (i) Maixxxxx Maintain regular contact with shareholders in assigned accounts and assist in answering inquiries concerning the Putnam Pxxxxx Funds. (ii) Asxxxx xn Assist in distributing sales and service literature provided by us, particularly to the beneficial owners of accounts registered in your name (nominee name accounts). (iii) Assist us and our affiliates in the establishment and maintenance of shareholder accounts and records. (iv) Assist shareholders in effecting administrative changes, such as changing dividend options, account designations, address, automatic investment programs or systematic investment plans. (v) Assist in processing purchase and redemption transactions. (vi) Provide any other information or services as the customer or we may reasonably request. (c) You will grant reasonable requests for visits to your offices by our wholesalers and include all Putnam Pxxxxx Funds on your menu ox xxxx or list of investments made available by you to your customers. (d) Your compliance with the service requirements set forth in this Agreement will be evaluated by us from time to time by surveying shareholder satisfaction with service, by monitoring redemption levels of shareholder accounts assigned to you and by such other methods as we deem appropriate. (e) The provisions of this Paragraph 4 may be amended by us from time to time upon notice to you.

Appears in 1 contract

Samples: Financial Institution Service Agreement (Putnam Tax Managed Funds Trust)

Required Services. (a) You will assign one of your registered representatives to each Putnam Xxxxxx Fund account on your xxxxxds records and reassign the Putnam Xxxxxx Fund account should xxxx xepresentative that representative leave your organizationfirm. (b) You and your registered representatives will assist us and our affiliates in providing the following services to shareholders of the Putnam Xxxxxx Funds: (i) Maixxxxx Maintain regular contact with shareholders in assigned accounts and assist in answering inquiries concerning the Putnam Xxxxxx Funds. (ii) Asxxxx xn Assist in distributing sales and service literature serviceliterature provided by us, particularly to the beneficial owners of accounts registered in your name (nominee name accounts). (iii) Assist us and our affiliates in the establishment and maintenance of shareholder accounts and records. (iv) Assist shareholders in effecting administrative changes, such as changing dividend options, account designations, address, automatic investment programs or systematic investment plans. (v) Assist in processing purchase and redemption transactions. (vi) Provide any other information or services as the customer or we may reasonably request. (c) You will grant support our marketing efforts by granting reasonable requests for visits to your offices by our wholesalers and include by including all Putnam Xxxxxx Funds on your menu ox xxxx of investments made available by you to your customers"approved" list. (d) Your compliance with the service requirements set forth in this Agreement will be evaluated by us from time to time by surveying shareholder satisfaction with service, by monitoring redemption levels of shareholder accounts assigned to you and by such other methods as we deem appropriate. (e) The provisions of this Paragraph 4 may be amended by us from time to time upon notice to you.

Appears in 1 contract

Samples: Dealer Service Agreement (Putnam RetirementReady Funds)

Required Services. (a) You will assign one of your registered representatives to each Putnam Pxxxxx Fund account on your xxxxxds records and reassign the Putnam Pxxxxx Fund account should xxxx xepresentative that representative leave your organizationfirm. (b) You and your registered representatives will assist us and our affiliates in providing the following services to shareholders of the Putnam Pxxxxx Funds: (i) Maixxxxx Maintain regular contact with shareholders in assigned accounts and assist in answering inquiries concerning the Putnam Pxxxxx Funds. (ii) Asxxxx xn Assist in distributing sales and service literature provided by us, particularly to the beneficial owners of accounts registered in your name (nominee name accounts). (iii) Assist us and our affiliates in the establishment and maintenance of shareholder accounts and records. (iv) Assist shareholders in effecting administrative changes, such as changing dividend options, account designations, address, automatic investment programs or systematic investment plans. (v) Assist in processing purchase and redemption transactions. (vi) Provide any other information or services as the customer or we may reasonably request. (c) You will grant support our marketing efforts by granting reasonable requests for visits to your offices by our wholesalers and include by including all Putnam Pxxxxx Funds on your menu ox xxxx of investments made available by you to your customers"approved" list. (d) Your compliance with the service requirements set forth in this Agreement will be evaluated by us from time to time by surveying shareholder satisfaction with service, by monitoring redemption levels of shareholder accounts assigned to you and by such other methods as we deem appropriate. (e) The provisions of this Paragraph 4 may be amended by us from time to time upon notice to you.

Appears in 1 contract

Samples: Dealer Service Agreement (Putnam Tax Managed Funds Trust)

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