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 Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § $[ ] per qualified plan account or Cxxxxxxxx ESA account (Cap at $[ ] per SSN) § $[ ] per transfer to successor trustee § $[ ] per participant distribution (Excluding SWPs) § $[ ] per refund of excess contribution § $[ ] per reconversion/recharacterization

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 Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § $[ ] per qualified plan account or Cxxxxxxxx ESA account (Cap at $[ ] per SSN) § $[ ] per transfer to successor trustee § $[ ] per participant distribution (Excluding SWPs) § $[ ] per refund of excess contribution § $[ ] per reconversion/recharacterizationre-characterization

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 Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § · $[ ] per qualified plan account or Cxxxxxxxx Xxxxxxxxx ESA account (Cap at $[ ] per SSN) § · $[ ] per transfer to successor trustee § · $[ ] per participant distribution (Excluding SWPs) § · $[ ] per refund of excess contribution § · $[ ] per reconversion/recharacterizationre-characterization