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 Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continued) at May, 2016 Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § $[ ] 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 § $[ ] 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 Exhibit C (continued) to the Transfer Agent & Shareholder Services Servicing Agreement – Series Portfolios Trust - Supplemental Services Fee Schedule (Continued) Fees at MaySeptember, 2016 2015 Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § $[ ] ___ 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 § $[ ] ___ 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 Highmore 7 Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continued) at MayOctober, 2016 Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § $[ ] ___ 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 § $[ ] ___ 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 Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continued) at MayJanuary, 2016 2018 Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § $[ ] 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 § $[ ] 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)