Common use of Shareholder Call Review Analysis Clause in Contracts

Shareholder Call Review Analysis. Includes Call Sampling sent securely to client and Reporting of internal representative reviews. - $[ ] per Month CTI Reporting – Integrated custom detailed call reporting § $[ ] per monthly report Amended Exhibit U (continued) to the PMP Transfer Agent Servicing Agreement Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continued) at May, 2016 Charges Paid by Investors Shareholder accounts will be charged based upon the type of activity and type of account, including the following: Qualified Plan Fees § $[ ] per qualified plan account or Xxxxxxxxx ESA account (Cap at $[ ] per SSN) § $[ ] per transfer to successor trustee § $[ ] per participant distribution (Excluding SWPs) § $[ ] per refund of excess contribution § $[ ] per reconversion/re-characterization Additional Shareholder Paid Fees § $[ ] per outgoing wire transfer or overnight delivery § $[ ] per telephone exchange § $[ ] per return check or ACH or stop payment § $[ ] per research request per account (This fee applies to requests for statements older than the prior year)

Shareholder Call Review Analysis. Includes Call Sampling sent securely to client and Reporting of internal representative reviews. - $[ ] __per Month CTI Reporting – Integrated custom detailed call reporting § $[ ] __per monthly report Amended Exhibit U N (continued) to the PMP Trust for Advised Portfolios Transfer Agent Servicing Agreement Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continuedcontinued) at May[ ], 2016 Charges Paid by Investors Shareholder accounts will be charged based upon the type of activity and type of account, including the following: Qualified Plan Fees § $[ ] __per qualified plan account or Xxxxxxxxx Cxxxxxxxx ESA account (Cap at $[ ] __per SSN) § $[ ] __per transfer to successor trustee § $[ ] __per participant distribution (Excluding SWPs) § $[ ] __ per refund of excess contribution § $[ ] __per reconversion/re-characterization Additional Shareholder Paid Fees § $[ ] __per outgoing wire transfer or overnight delivery § $[ ] __per telephone exchange § $[ ] __per return check or ACH or stop payment § $[ ] __per research request per account (This fee applies to requests for statements older than the prior year)

Shareholder Call Review Analysis. Includes Call Sampling sent securely to client and Reporting of internal representative reviews. - $[ ] __per Month CTI Reporting – Integrated custom detailed call reporting § $[ ] __ per monthly report Amended Exhibit U M (continued) to the PMP Trust for Advised Portfolios Transfer Agent Servicing Agreement Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continued) at May, 2016 Charges Paid by Investors Shareholder accounts will be charged based upon the type of activity and type of account, including the following: Qualified Plan Fees § $[ ] __per qualified plan account or Xxxxxxxxx ESA account (Cap at $[ ] __per SSN) § $[ ] __per transfer to successor trustee § $[ ] __per participant distribution (Excluding SWPs) § $[ ] __per refund of excess contribution § $[ ] __per reconversion/re-characterization Additional Shareholder Paid Fees § $[ ] __per outgoing wire transfer or overnight delivery § $[ ] __per telephone exchange § $[ ] __per return check or ACH or stop payment § $[ ] __per research request per account (This fee applies to requests for statements older than the prior year)

Shareholder Call Review Analysis. Includes Call Sampling sent securely to client and Reporting of internal representative reviews. - $[ ] __per Month CTI Reporting – Integrated custom detailed call reporting § $[ ] __per monthly report Amended Exhibit U N (continued) to the PMP Trust for Advised Portfolios Transfer Agent Servicing Agreement Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continuedcontinued) at MayOctober, 2016 Charges Paid by Investors Shareholder accounts will be charged based upon the type of activity and type of account, including the following: Qualified Plan Fees § $[ ] __per qualified plan account or Xxxxxxxxx Cxxxxxxxx ESA account (Cap at $[ ] __per SSN) § $[ ] __per transfer to successor trustee § $[ ] __per participant distribution (Excluding SWPs) § $[ ] __ per refund of excess contribution § $[ ] __per reconversion/re-characterization Additional Shareholder Paid Fees § $[ ] __per outgoing wire transfer or overnight delivery § $[ ] __per telephone exchange § $[ ] __per return check or ACH or stop payment § $[ ] __per research request per account (This fee applies to requests for statements older than the prior year)

Shareholder Call Review Analysis. Includes Call Sampling sent securely to client and Reporting of internal representative reviews. - $[ ] ___per Month CTI Reporting – Integrated custom detailed call reporting § $[ ] ___per monthly report Soundwatch Amended Exhibit U M (continued) to the PMP Trust for Advised Portfolios Transfer Agent Servicing Agreement Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continued) at May, 2016 Charges Paid by Investors Shareholder accounts will be charged based upon the type of activity and type of account, including the following: Qualified Plan Fees § $[ ] ___per qualified plan account or Xxxxxxxxx Cxxxxxxxx ESA account (Cap at $[ ] ___ per SSN) § $[ ] ___ per transfer to successor trustee § $[ ] ___per participant distribution (Excluding SWPs) § $[ ] ___per refund of excess contribution § $[ ] ___per reconversion/re-characterization Additional Shareholder Paid Fees § $[ ] ___per outgoing wire transfer or overnight delivery § $[ ] ___per telephone exchange § $[ ] ___ per return check or ACH or stop payment § $[ ] ___ per research request per account (This fee applies to requests for statements older than the prior year)

Shareholder Call Review Analysis. Includes Call Sampling sent securely to client and Reporting of internal representative reviews. - $[ ] _ per Month CTI Reporting – Integrated custom detailed call reporting § $[ ] _ per monthly report Amended Exhibit U H (continued) to the PMP Series Portfolios Trust Transfer Agent Servicing Agreement Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continued) at May, 2016 February 2018 Charges Paid by Investors Shareholder accounts will be charged based upon the type of activity and type of account, including the following: Qualified Plan Fees § $[ ] _ per qualified plan account or Xxxxxxxxx ESA account (Cap at $[ ] _ per SSN) § $[ ] _ per transfer to successor trustee § $[ ] _ per participant distribution (Excluding SWPs) § $[ ] _ per refund of excess contribution § $[ ] _ per reconversion/re-characterization Additional Shareholder Paid Fees § $[ ] _per outgoing wire transfer or overnight delivery § $[ ] _ per telephone exchange § $[ ] _per return check or ACH or stop payment § $[ ] _ per research request per account (This fee applies to requests for statements older than the prior year)

Shareholder Call Review Analysis. Includes Call Sampling sent securely to client and Reporting of internal representative reviews. - $[ ] per Month CTI Reporting – Integrated custom detailed call reporting § $[ ] per monthly report Amended Exhibit U (continued) to the PMP Transfer Agent Servicing Agreement Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continued) at MayJanuary, 2016 2018 Charges Paid by Investors Shareholder accounts will be charged based upon the type of activity and type of account, including the following: Qualified Plan Fees § $[ ] per qualified plan account or Xxxxxxxxx ESA account (Cap at $[ ] per SSN) § $[ ] per transfer to successor trustee § $[ ] per participant distribution (Excluding SWPs) § $[ ] per refund of excess contribution § $[ ] per reconversion/re-characterization Additional Shareholder Paid Fees § $[ ] per outgoing wire transfer or overnight delivery § $[ ] per telephone exchange § $[ ] per return check or ACH or stop payment § $[ ] per research request per account (This fee applies to requests for statements older than the prior year)