Common use of Required Shareholder Services Clause in Contracts

Required Shareholder Services. (a) Dealer will assign one of its Representatives to each of the Funds’ accounts on Dealer’s records and reassign the Funds’ accounts should any Representative terminate his/her relationship with Dealer. Dealer agrees to notify MFD or its designated agent within five (5) business days of such termination by any Representative. (b) Dealer and its Representatives will assist MFD, its designated agent and its affiliates in providing the following services to shareholders of the Funds: (i) Maintain regular contact with shareholders in assigned accounts and assist in answering inquiries concerning the Funds. (ii) Assist in distributing sales and service literature provided by MFD, particularly to the beneficial owners of accounts registered as street name accounts. (iii) Assist MFD, its designated agent and its 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, MFD or the Funds may reasonably request. (c) Dealer will support MFD’s marketing efforts by granting reasonable requests for visits to Dealer’s offices by MFD and/or the Funds’ representatives and by including all of the Funds on Dealer’s “approved” list. (d) Dealer’s compliance with the services set forth in this Subsection may be evaluated by MFD or its affiliates from time to time by surveying shareholder satisfaction with service, by monitoring redemption levels of shareholder accounts assigned to Dealer or by such other methods, as MFD or its affiliates deem appropriate. (e) The provisions of this Subsection 3.2.2 may be amended by MFD from time to time upon written notice to Dealer.

Required Shareholder Services. (a) Dealer will assign one of its Representatives to each of the Funds’ ' accounts on Dealer’s 's records and reassign the Funds’ ' accounts should any Representative terminate his/her relationship with Dealer. Dealer agrees to notify MFD or its designated agent CUNA Brokerage within five (5) business days of such termination by any Representative. (b) Dealer and its Representatives will assist MFD, its designated agent CUNA Brokerage and its affiliates in providing the following services to shareholders of the Funds: (i) Maintain regular contact with shareholders in assigned accounts and assist in answering inquiries concerning the Funds. (ii) Assist in distributing sales and service literature provided by MFDCUNA Brokerage, particularly to the beneficial owners of accounts registered as street name accounts. (iii) Assist MFD, its designated agent CUNA Brokerage and its 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, MFD customer or the Funds CUNA Brokerage may reasonably request. (c) Dealer will support MFD’s CUNA Brokerage's marketing efforts by granting reasonable requests for visits to Dealer’s 's offices by MFD CUNA Brokerage and/or the Funds’ ' representatives and by including all of the Funds on Dealer’s “'s "approved” " list. (d) Dealer’s 's compliance with the services set forth in this Subsection may be evaluated by MFD or its affiliates CUNA Brokerage from time to time by surveying shareholder satisfaction with service, by monitoring redemption levels of shareholder accounts assigned to Dealer or by such other methods, as MFD or its affiliates deem CUNA Brokerage deems appropriate. (e) The provisions of this Subsection 3.2.2 may be amended by MFD CUNA Brokerage from time to time upon written notice to Dealer.