SERVICES COVERED. USBFS shall make the following electronic, interactive and processing services (“Electronic Services”) available to the Trust in accordance with the terms of this Exhibit C: A. Fan Web - Shareholder internet access to account information and transaction capabilities. Internet service is connected directly to the fund group’s web site through a transparent hyperlink. Shareholders can access, among other information, account information and portfolio listings within a fund family, view transaction history, and purchase additional shares through the Automated Clearing House (“ACH”). B. Vision Mutual Fund Gateway - Permits broker/dealers, financial planners, and registered investment advisors to use a web-based system to perform order and account inquiry, execute trades, print applications, review prospectuses, and establish new accounts.
Appears in 2 contracts
Samples: Transfer Agent Servicing Agreement (Purisima Funds), Transfer Agent Servicing Agreement (Wexford Trust/Pa)
SERVICES COVERED. USBFS shall make the following electronic, interactive and processing services (“"Electronic Services”") available to the Trust in accordance with the terms of this Exhibit C:
A. Fan Web - Shareholder internet access to account information and transaction capabilities. Internet service is connected directly to the fund group’s 's web site through a transparent hyperlink. Shareholders can access, among other information, account information and portfolio listings within a fund family, view transaction history, and purchase additional shares through the Automated Clearing House (“"ACH”").
B. Vision Mutual Fund Gateway - Permits broker/dealers, financial planners, and registered investment advisors to use a web-based system to perform order and account inquiry, execute trades, print applications, review prospectuses, and establish new accounts.
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Genworth Variable Insurance Trust)
SERVICES COVERED. USBFS shall make the following electronic, interactive and processing services (“"Electronic Services”") available to the Trust Trusts in accordance with the terms of this Exhibit C:
A. Fan Web - Shareholder internet access to account information and transaction capabilities. Internet service is connected directly to the fund group’s 's web site through a transparent hyperlink. Shareholders can access, among other information, account information and portfolio listings within a fund family, view transaction history, and purchase additional shares through the Automated Clearing House (“"ACH”").
B. Vision Mutual Fund Gateway - Permits broker/dealers, financial planners, and registered investment advisors to use a web-based system to perform order and account inquiry, execute trades, print applications, review prospectuses, and establish new accounts.
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Calamos Investment Trust/Il)
SERVICES COVERED. USBFS shall make the following electronic, interactive and processing services (“Electronic Services”) available to the Trust in accordance with the terms of this Exhibit C:
A. Fan Web - — Shareholder internet access to account information and transaction capabilities. Internet service is connected directly to the fund group’s web site through a transparent hyperlink. Shareholders can access, among other information, account information and portfolio listings within a fund family, view transaction history, and purchase additional shares through the Automated Clearing House (“ACH”).
B. Vision Mutual Fund Gateway - — Permits broker/dealers, financial planners, and registered investment advisors to use a web-based system to perform order and account inquiry, execute trades, print applications, review prospectuses, and establish new accounts.
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Mairs & Power Funds Trust)
SERVICES COVERED. USBFS shall make the following electronic, interactive and processing services (“"Electronic Services”") available to the Trust Trusts in accordance with the terms of this Exhibit C:
A. Fan Web - -- Shareholder internet access to account information and transaction capabilities. Internet service is connected directly to the fund group’s 's web site through a transparent hyperlink. Shareholders can access, among other information, account information and portfolio listings within a fund family, view transaction history, and purchase additional shares through the Automated Clearing House (“"ACH”").
B. Vision Mutual Fund Gateway - -- Permits broker/dealers, financial planners, and registered investment advisors to use a web-based system to perform order and account inquiry, execute trades, print applications, review prospectuses, and establish new accounts.
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Calamos Advisors Trust/Il)
SERVICES COVERED. USBFS shall make the following electronic, interactive and processing services (“Electronic Services”) available to the Trust Company in accordance with the terms of this Exhibit C:
A. Fan Web - Shareholder internet access to account information and transaction capabilities. Internet service is connected directly to the fund group’s web site through a transparent hyperlink. Shareholders can access, among other information, account information and portfolio listings within a fund family, view transaction history, and purchase additional shares through the Automated Clearing House (“ACH”).
B. Vision Mutual Fund Gateway - Permits broker/dealers, financial planners, and registered investment advisors to use a web-based system to perform order and account inquiry, execute trades, print applications, review prospectuses, and establish new accounts.
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Wisconsin Capital Funds Inc)
SERVICES COVERED. USBFS shall make the following electronic, interactive and processing services (“Electronic Services”) available to the Trust in accordance with the terms of this Exhibit C:
A. Fan Web - — Shareholder internet access to account information and transaction capabilities. Internet service is connected directly to the fund groupTrust’s web site through a transparent hyperlink. Shareholders can access, among other information, account information and portfolio listings within a fund family, view transaction history, and purchase additional or sell shares through the Automated Clearing House (“ACH”).
B. Vision Mutual Fund Gateway - — Permits broker/dealers, financial planners, and registered investment advisors to use a web-based system to perform order and account inquiry, execute trades, print applications, review prospectuses, and establish new accounts.
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Brookfield Investment Funds)
SERVICES COVERED. USBFS shall make the following electronic, interactive and processing services (“Electronic Services”) available to the Trust Company in accordance with the terms of this Exhibit C:
A. Fan Web - — Shareholder internet access to account information and transaction capabilities. Internet service is connected directly to the fund group’s web site through a transparent hyperlink. Shareholders can access, among other information, account information and portfolio listings within a fund family, view transaction history, and purchase additional shares through the Automated Clearing House (“ACH”).
B. Vision Mutual Fund Gateway - — Permits broker/dealers, financial planners, and registered investment advisors to use a web-based system to perform order and account inquiry, execute trades, print applications, review prospectuses, and establish new accounts.
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (IronBridge Funds, Inc.)
SERVICES COVERED. USBFS shall make the following electronic, interactive and processing services (“Electronic Services”) available to the Trust Company in accordance with the terms of this Exhibit CD:
A. Fan Web - Shareholder internet access to account information and transaction capabilities. Internet service is connected directly to the fund group’s web site through a transparent hyperlink. Shareholders can access, among other information, account information and portfolio listings within a fund family, view transaction history, and purchase additional shares through the Automated Clearing House (“ACH”).
B. Vision Mutual Fund Gateway - Permits broker/dealers, financial planners, and registered investment advisors to use a web-based system to perform order and account inquiry, execute trades, print applications, review prospectuses, and establish new accounts.
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Fairholme Funds Inc)
SERVICES COVERED. USBFS shall make the following electronic, interactive and processing services (“Electronic Services”) available to the Trust in accordance with the terms of this Exhibit C:
A. Fan Web - Shareholder internet access to account information and transaction capabilities. Internet service is connected directly to the fund group’s web site through a transparent hyperlink. Shareholders can access, among other information, account information and portfolio listings within a fund family, view transaction history, and purchase additional shares through the Automated Clearing House (“ACH”).
B. Vision Mutual Fund Gateway - Gateway- Permits broker/dealers, financial planners, and registered investment advisors to use a web-based system to perform order and account inquiry, execute trades, print applications, review prospectuses, and establish new accounts.
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (EntrepreneurShares Series Trust)