Service Arrangements. Subject to compliance with the 1940 Act, the Trustees may adopt and amend or repeal from time to time and implement one or more service plans which plans will provide for the payment of ongoing services to holders of the shares of such Trust (or any Series thereof) and in connection with the maintenance of such shareholders' accounts.
Service Arrangements. UBS AM, in respect of each Fund, may enter into a shareholder service agreement (“Service Agreement”), substantially in the form attached hereto as Appendix A, with each financial intermediary that purchases shares. Each Service Agreement will require the financial intermediary to provide support services to its customers (“Customers”) who are the beneficial owners of shares. Such services may include, without limitation: (i) assisting Customers in changing dividend options, account designations and addresses; (ii) aggregating and processing purchase and redemption requests from Customers and placing net purchase and redemption orders with UBS AM; (iii) transmitting and receiving funds in connection with Customer orders to purchase and redeem shares; (iv) processing dividend payments on behalf of Customers; (v) providing information periodically to Customers showing their position in shares; (vi) arranging for bank wires; (vii) responding to Customer inquiries regarding account status and history, the manner in which purchases and redemptions of shares may be made and other matters; (viii) providing sub-accounting with respect to shares beneficially owned by Customers or the information to the Trust necessary for sub-accounting; (ix) forwarding communications from the Trust (for example, proxies, shareholder reports, annual and semiannual financial statements and dividend, distribution and tax notices) to Customers; (x) providing the necessary personnel and facilities to establish and maintain shareholder accounts and records; and (xi) such other similar services as UBS AM or a Customer may reasonably request from time to time, to the extent the financial intermediary is permitted to perform such services under Federal and state statutes, rules and regulations.
Service Arrangements. Xxxxxxx Advisors, in respect of each Fund, may enter into a shareholder service agreement ("Service Agreement"), substantially in the form attached hereto as Appendix A, with each financial intermediary that purchases Financial Intermediary shares. Each Service Agreement will require the financial intermediary to provide support services to its customers ("Customers") who are the beneficial owners of Financial Intermediary shares. Such services may include, without limitation: (i) assisting Customers in changing dividend options, account designations and addresses; (ii) aggregating and processing purchase and redemption requests from Customers and placing net purchase and redemption orders with Xxxxxxx Advisors; (iii) transmitting and receiving funds in connection with Customer orders to purchase and redeem Financial Intermediary shares; (iv) processing dividend payments on behalf of Customers; (v) providing information periodically to Customers showing their position in Financial Intermediary shares; (vi) arranging for bank wires; (vii) responding to Customer inquiries regarding account status and history, the manner in which purchases and redemptions of Financial Intermediary shares may be made and other matters; (viii) providing sub-accounting with respect to Financial Intermediary shares beneficially owned by Customers or the information to the Trust necessary for sub-accounting; (ix) forwarding communications from the Trust (for example, proxies, shareholder reports, annual and semi-annual financial statements and dividend, distribution and tax notices) to Customers; (x) providing the necessary personnel and facilities to establish and maintain shareholder accounts and records; and (xi) such other similar services as Xxxxxxx Advisors or a Customer may reasonably request from time to time, to the extent the Financial Intermediary is permitted to perform such services under Federal and state statutes, rules and regulations.
Service Arrangements. Distributor or the Fund may enter into a shareholder servicing agreement (“Servicing Agreement”), substantially in the form attached hereto as Appendix A, with each financial intermediary that purchases shares. Each Servicing Agreement will require the financial intermediary to provide support services to its customers (“Customers”) who are the beneficial owners of shares. Such services may include, without limitation: (i) assisting Customers in changing dividend options, account designations and addresses; (ii) providing information periodically to Customers showing their position in shares; (iii) arranging for bank wires; (iv) responding to Customer inquiries regarding account status and history, the manner in which purchases and redemptions of shares may be made and other matters; (v) forwarding communications from the Fund (for example, proxies, shareholder reports, annual and semi-annual financial statements and dividend, distribution and tax notices) to Customers; (vi) providing the necessary personnel and facilities to establish and maintain shareholder accounts and records; and (vii) such other similar services as the Fund or a Customer may reasonably request from time to time, to the extent the financial intermediary is permitted to perform such services under Federal and state statutes, rules and regulations.
Service Arrangements. You may enter into service arrangements with affiliated and non-affiliated registrants, some of whom may be related registrants to Assante Connect, so that you may receive, among other things, financial planning advice or tax planning services. Subject to your direction, Assante Connect may collect from your account and pay a fee to the service provider. If you enter into a service arrangement and direct Assante Connect to pay a fee to a third party service provider, this fee will be in addition to the investment management fee.
Service Arrangements. Distributor or the Fund may enter into a shareholder servicing agreement (“Servicing Agreement”), substantially in the form attached hereto as Appendix A, with each financial intermediary that purchases Shares. Each Servicing Agreement will require the financial intermediary to provide support services to its customers (“Customers”) who are the beneficial owners of Shares. Such services may include, without limitation: (i) assisting Customers in changing dividend options, account designations and addresses; (ii) providing information periodically to Customers showing their position in Shares; (iii) arranging for bank wires; (iv) receiving, aggregating and processing shareholder orders and repurchase requests; (v) responding to Customer inquiries regarding account status and history, the manner in which purchases of Shares and repurchase requests may be made and other matters; (vi) forwarding communications from the Fund (for example, proxies, shareholder reports, annual and semi-annual financial statements and dividend, repurchase notices, distribution and tax notices) to Customers; (vii) providing the necessary personnel and facilities to establish and maintain shareholder accounts and records; and (viii) such other similar services as the Fund or a Customer may reasonably request from time to time, to the extent the financial intermediary is permitted to perform such services under Federal and state statutes, rules and regulations.
Service Arrangements. This assumes a weekly pattern to the service.
Service Arrangements. The services provided from the existing Lochgelly Health Centre are primarily provided in support of the population needs of the people of Lochgelly and the surrounding areas which include: Lochgelly East: Lochgelly West & Lumphinnans; Ballingry: and Lochore & Crosshill, with 79% of the resident population registered with the affected GP practices living in this area. Services delivered from the existing Lochgelly Health Centre amount to a total of circa 60,000 attendances per annum, 230 attendances per day or around 13 patients/clinical room activity per day. Whilst this is considerably less than the theoretical capacity associated with these clinical spaces, this situation occurs as a result of an overall lack of administrative/support areas within the building and the resultant extensive use of consulting space for administrative and clinical support activities that is explored later in this document. Lochgelly Health Centre Condition Report NHS Fife Estates maintain records on the suitability and condition of buildings in its estate. Below is the current information relating to the Lochgelly Health Centre building. Status Occupied GIA (m2) 779 Land Value £65,000 Net Book Value £518,845 Tenure Owned Building Engineering Statutory Fire Backlog (C and Below) £79,600 £0.0 £118,500 £0.0 Quality C (Not Satisfactory) Space Utilisation O (Overcrowded) Functional Suitability C (Unsatisfactory) Figure used from surveys were complete in December 2012 The Need for Change Opportunities for Improvement Opportunities for Improvement have been considered when reviewing the need for change. Identified opportunities include: The integration of services The involvement of the Third Sector Co-location of staff New models of care will allow service development providing elements of a Community Hub model that provides health, social care and other partnership services The model will provide locally coordinated, person centred services which may include triage and assessment, sign posting to other services and agencies, diagnostics, rapid access, treatment and review.
Service Arrangements. The services provided from the existing Lochgelly Health Centre are primarily provided in support of the population needs of the people of Lochgelly and the surrounding areas which include: Lochgelly East; Lochgelly West; Lumphinnans; Ballingry; Lochore and Crosshill, with 79% of the resident population registered with the affected GP practices living in this area. Map of Lochgelly East, Lochgelly West, Lumphinnans, Ballingry, Lochore & Crosshill Interzones These services are provided by a wide range of primary and community care staff, permanent and visiting, with a baseline that includes: 8 permanent GP’s (circa. 6.3 wte) 4 permanent nurses (circa. 2.75 wte) 1 [practice phlebotomist (Xxxxxxx 0.09 wte) 3 permanent practice managers (2.89 wte) 13 permanent admin staff (circa. 9.87 wte) 11 Community nursing staff (circa 6.87 wte) 1 Community Phlebotomist (circa 0.5 wte) 1 permanent NHS Fife admin staff (0.8 wte) Visiting psychology professionals Visiting sexual health professionals Visiting mental health professionals Visiting pharmacy staff Visiting dietetic staff Visiting midwifery staff Visiting podiatry staff Visiting smoking cessation staff Visiting community paediatrician Baseline services are delivered through a number of reasonably well-defined “zones” within the existing facility that are broadly representative of the current three separate GP practices and primary care services. This means that GP practices have access to a known number of consulting rooms/areas on a daily basis, with visiting services scheduled ahead as far as possible based on need. This situation is complicated by a lack of inter-service flexibility and the particular challenge associated with low patient numbers in a wide range of different clinics, most notably high ‘session utilisation’ (all rooms are booked all the time they are available) but poor ‘in-session utilisation’. In summary, baseline data indicates that services delivered from the existing Lochgelly Health Centre amount to a total of circa 60,000 attendances per annum; 230 attendances per day or around 13 patients / clinical room activity per day. Whilst this is considerably less than the theoretical capacity associated with these clinical spaces, this situation occurs as a result of an overall lack of administrative / support areas within the building and the resultant extensive use of consulting space for administrative and clinical support activities that is explored later in ...
Service Arrangements. << Insert any conflict disclosure or other limitation for law practice >> << Insert any client limitations or disabilities requiring accommodation in the costs Agreement >> Disclosure notice and costs agreement page 6 Schedule of fees and other charges Professional fees Rates $
