Common use of Shareholder Desktop Online New Accounts Clause in Contracts

Shareholder Desktop Online New Accounts. Allows clients the ability to set up a new account online if they provide valid ACH information and agree to all disclaimers and agreements on site. E-Signature capability Comprehensive performance report hosted by GFS Fund performance updated nightly Up to 20 indexes available Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel Growth of $10,000 graph available Fund holding updated periodically to meet fund disclosure rules hosted by GFS Fund holding updated periodically to meet fund disclosure rules Top ten report available Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel

Appears in 16 contracts

Samples: Fund Services Agreement (Advisors Preferred Trust), Fund Services Agreement (Advisors Preferred Trust), Fund Services Agreement (Northern Lights Fund Trust Ii)

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Shareholder Desktop Online New Accounts. Allows clients the ability to set up a new account online if they provide valid ACH information and agree to all disclaimers and agreements on site. E-Signature capability · Comprehensive performance report hosted by GFS o Fund performance updated nightly o Up to 20 indexes available o Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel o Growth of $10,000 graph available · Fund holding updated periodically to meet fund disclosure rules hosted by GFS o Fund holding updated periodically to meet fund disclosure rules o Top ten report available o Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel

Appears in 3 contracts

Samples: Fund Services Agreement (Leader Funds Trust), Fund Services Agreement (Crow Point Global Dividend Plus Fund), Fund Services Agreement (Northern Lights Fund Trust IV)

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Shareholder Desktop Online New Accounts. Allows clients the ability to set up a new account online if they provide valid ACH information and agree to all disclaimers and agreements on site. E-Signature capability Comprehensive performance report hosted by GFS Fund performance updated nightly Up to 20 indexes available Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel Growth of $10,000 graph available Fund holding updated periodically to meet fund disclosure rules hosted by GFS Fund holding updated periodically to meet fund disclosure rules Top ten report available Data provided in simple format to be encapsulated into Fund’s own website to provide a custom look and feel

Appears in 1 contract

Samples: Fund Services Agreement (Forefront Income Trust)

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