Share Purchases. Shares shall be issued in accordance with the terms of the Prospectus after CFS or its agent receives either: (a) The following i. an instruction directing investment in a Fund or Class, ii. a check (other than a third party check) or a wire or other electronic payment in the amount designated in the instruction; and iii. in the case of an initial purchase, a completed account application; or (b) the information required for purchases pursuant to a selected dealer agreement, processing organization agreement, or a similar contract with a financial intermediary.
Appears in 13 contracts
Samples: Fund Services Agreement (World Funds Trust), Fund Services Agreement (World Funds Trust), Fund Services Agreement (World Funds Trust)
Share Purchases. Shares shall be issued in accordance with the terms of the Prospectus after CFS or its agent receives either:
(ai) The following
i. (A) an instruction directing investment in a Fund or Class,
ii. , (B) a check (other than a third party check) or a wire or other electronic payment in the amount designated in the instruction; and
iii. instruction and (C) in the case of an initial purchase, a completed account application; or
(bii) the information required for purchases pursuant to a selected dealer agreement, agreement processing organization agreement, or a similar contract with a financial intermediary.
Appears in 7 contracts
Samples: Transfer Agency and Services Agreement (DGHM Investment Trust), Transfer Agency and Services Agreement (World Funds Trust), Transfer Agency and Services Agreement (Dblaine Investment Trust)
Share Purchases. Shares shall be issued in accordance with the terms of the Prospectus after CFS or its agent receives either:
(a) The following
i. an instruction directing investment in a Fund or Class,
ii. a check (other than a third third-party check) or a wire or other electronic payment in the amount designated in the instruction; and
iii. in the case of an initial purchase, a completed account application; or
(b) the information required for purchases pursuant to a selected dealer agreement, processing organization agreement, or a similar contract with a financial intermediary.
Appears in 2 contracts
Samples: Fund Services Agreement (SFS Series Trust), Fund Services Agreement (SFS Series Trust)
Share Purchases. Shares shall be issued in ----------------- accordance with the terms of the Prospectus after CFS or its agent receives either:
(ai) The following
i. (A) an instruction directing investment in a Fund or Class,
ii. , (B) a check (other than a third party check) or a wire or other electronic payment in the amount designated in the instruction; and
iii. instruction and (C) in the case of an initial purchase, a completed account application; or
(bii) the information required for purchases pursuant to a selected dealer agreement, agreement processing organization agreement, or a similar contract with a financial intermediary.
Appears in 1 contract
Samples: Transfer Agency and Services Agreement (DGHM Investment Trust)