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 Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continued) at MayApril, 2016 2017 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 Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continuedcontinued) 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 (Continuedcontinued) 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 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 May, 2016 February 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)