Transfer Agent Interactive Voice. Response (“IVR”) Services. The Fund has requested, and ALPS will provide, Transfer Agent IVR Services (“TA IVR”) as one of the ALPS’ interactive client services provided pursuant to the terms of this Agreement. Through TA IVR, shareholders may retrieve account information and submit transaction requests directly to the Fund’s transfer agent via the telephone as described further in this Appendix.
Appears in 9 contracts
Samples: Transfer Agency and Services Agreement (Northeast Investors Growth Fund Inc), Transfer Agency and Service Agreement (Whitebox Mutual Funds), Transfer Agency and Services Agreement (GLG Investment Series Trust)
Transfer Agent Interactive Voice. Response (“IVR”) Services. The Fund Trust has requested, and ALPS will provide, provide Transfer Agent IVR Services (“TA IVR”) as one of the ALPS’ interactive client services ICS provided pursuant to the terms of this AgreementAgreement between the Trust and ALPS. Through TA IVR, shareholders Shareholders may retrieve account information and submit transaction Transaction requests directly to the FundTrust’s transfer agent via the telephone as described further in this Appendix.
Appears in 3 contracts
Samples: Transfer Agency Interactive Client Services Agreement (Transparent Value Trust), Transfer Agency Interactive Client Services Agreement (Transparent Value Trust), Transfer Agency Interactive Client Services Agreement (Wesmark Funds)
Transfer Agent Interactive Voice. Response (“IVR”) Services. The Fund has requested, and ALPS will provide, provide Transfer Agent IVR Services (“TA IVR”) as one of the ALPS’ interactive client services ICS provided pursuant to the terms of this AgreementAgreement between the Fund and ALPS. Through TA IVR, shareholders Shareholders may retrieve account information and submit transaction Transaction requests directly to the Fund’s transfer agent via the telephone as described further in this Appendix.
Appears in 3 contracts
Samples: Transfer Agency Interactive Client Services Agreement (Cook & Bynum Funds Trust), Transfer Agency Interactive Client Services Agreement (AQR Funds), Transfer Agency Interactive Client Services Agreement (Cullen Funds Trust)
Transfer Agent Interactive Voice. Response (“IVR”) Services. The Fund has requested, and ALPS will provide, provide Transfer Agent IVR Services (“TA IVR”) as one of the ALPS’ interactive client services Interactive Client Services (“ICS”) provided pursuant to the terms of this the ALPS ICS Agreement (the “Agreement”) between the Fund and ALPS. Through TA IVR, shareholders Shareholders may retrieve account information and submit transaction Transaction requests directly to the Fund’s transfer agent via the telephone as described further in this AppendixService Exhibit.
Appears in 2 contracts
Samples: Transfer Agent Interactive Client Services Agreement (Forward Funds), Transfer Agency and Services Agreement (Forward Funds)
Transfer Agent Interactive Voice. Response (“IVR”) Services. The Fund Trust has requested, and ALPS will provide, Transfer Agent IVR Services (“TA IVR”) as one of the ALPS’ interactive client services provided pursuant to the terms of this Agreement. Through TA IVR, shareholders may retrieve account information and submit transaction requests directly to the Fund’s Funds’ transfer agent via the telephone as described further in this Appendix.
Appears in 2 contracts
Samples: Transfer Agency and Services Agreement (Financial Investors Trust), Transfer Agency and Services Agreement (Oak Associates Funds)
Transfer Agent Interactive Voice. Response (“IVR”) Services. The Fund Trust has requested, and ALPS will provide, Transfer Agent IVR Services (“TA IVR”) as one of the ALPS’ interactive client services provided pursuant to the terms of this Agreement. Through TA IVR, shareholders may retrieve account information and submit transaction requests directly to the FundTrust’s transfer agent via the telephone as described further in this Appendix.
Appears in 2 contracts
Samples: Transfer Agency and Services Agreement (Tilson Investment Trust), Transfer Agency and Services Agreement (BPV Family of Funds)
Transfer Agent Interactive Voice. Response (“IVR”) Services. The Fund has requested, and ALPS will provide, provide Transfer Agent IVR Services (“TA IVR”) as one of the ALPS’ interactive client services ICS provided pursuant to the terms of this Agreementthe Agreement between the Fund and ALPS. Through TA IVR, shareholders Shareholders may retrieve account information and submit transaction Transaction requests directly to the Fund’s transfer agent via the telephone as described further in this Appendix.
Appears in 1 contract
Samples: Transfer Agency Interactive Client Services Agreement (Financial Investors Trust)
Transfer Agent Interactive Voice. Response (“IVR”) Services. The Fund Trust has requested, and ALPS will provide, provide Transfer Agent IVR Services (“TA IVR”) as one of the ALPS’ interactive client services ICS provided pursuant to the terms of this AgreementAgreement between the Trust and ALPS. Through TA IVR, shareholders Shareholders may retrieve account information and submit transaction Transaction requests directly to the Fund’s Funds’ transfer agent via the telephone as described further in this Appendix.
Appears in 1 contract
Samples: Transfer Agency Interactive Client Services Agreement (Financial Investors Trust)
Transfer Agent Interactive Voice. Response (“IVR”) Services. The Fund has requested, and ALPS will provide, provide Transfer Agent IVR Services (“TA IVR”) as one of the ALPS’ interactive client services ICS provided pursuant to the terms of this Agreementthe Agreement between the Fund and ALPS. Through TA IVR, shareholders Shareholders may retrieve account information and submit transaction Transaction requests directly to the Fund’s transfer agent via the telephone telephone, as described further in this Appendix.Appendix C.
Appears in 1 contract
Samples: Transfer Agency Interactive Client Services Agreement (Heartland Group Inc)