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 1 contract

Samples: Fund Services Agreement (SCM Trust)

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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 ’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 ’s own website to provide a custom look and feel

Appears in 1 contract

Samples: Fund Services Agreement (Shelton Funds)

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 ’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 ’s own website to provide a custom look and feel

Appears in 1 contract

Samples: Fund Services Agreement (Leader Funds Trust)

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 ’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 ’s own website to provide a custom look and feel

Appears in 1 contract

Samples: Fund Services Agreement (Advisors Preferred Trust)

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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 1 contract

Samples: Fund Services Agreement (Central Park Group Multi-Event Fund)

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