Statements and Confirms Sample Clauses

Statements and Confirms. Regular and timely delivery of quarterly and annual statements and transaction confirm file to DST for processing and mailing by DST to consumers and distributors. • Transaction Reporting – Reporting of transaction volumes and type. EXHIBIT 3.2.1 (Continued) • Written Correspondence – Responding to consumer and distributor requests for information and services received in writing. All written responses will be reviewed for accuracy and completeness of content, professionalism, proper grammar, and language that appropriately matches tone and style of respondent. • Transfer Processing – Timely and efficient processing of requests to transfer funds from other institutions. Accurate submission to the administrative system and effective contract assembly and mailing of duplicate Contracts. A Monthly Operations Report will be provided which tracks and trends performance as it relates to the performance measures identified. In addition, Liberty and Customer will meet formally on a quarterly basis to review results, discuss trends and develop action plans. In these meetings Liberty and Customer will also discuss successes, opportunities for improvement and issues of changing or evolving business matters that, from the customer’s perspective, will have an impact on service delivery. The terms of this Agreement will not be changed or amended until all parties are satisfied with the need for the change. Measures and performance standards for the Services provided would be as follows, and are measured from the date all completed necessary documentation has been received by Liberty: