Transfer Agent Web Services. The Trust has requested, and ALPS will provide, Transfer Agent Web Services (“TA Web”) as one of the ICS provided pursuant to the terms of this Agreement. Through TA Web, Shareholders may submit Transaction requests directly to the Trust’s transfer agent via the Internet as described further in this Appendix.
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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 Web Services. The Trust has requested, and ALPS will provide, Transfer Agent Web Services (“TA Web”) as one of the ICS ALPS’ interactive client services provided pursuant to the terms of this Agreement. Through TA Web, Shareholders Funds’ shareholders may submit Transaction requests directly to interact with the Trust’s transfer agent via the Internet Internet. This interaction includes the ability to review account information and initiate transaction requests. The following functions are included as described further in this Appendixpart of TA Web.
Appears in 1 contract
Samples: Transfer Agency and Services Agreement (James Advantage Funds)
Transfer Agent Web Services. The Trust has FIM and the Fund have requested, and ALPS will provide, provide Transfer Agent Web Services (“TA Web”) as one of the ICS Interactive Client Services (“ICS”) provided pursuant to the terms of this the Transfer Agent ICS Agreement (the “Agreement”) between FIM, the Fund and ALPS. Through TA Web, Shareholders may submit Transaction requests directly to the Trust’s transfer agent ALPS via the Internet as described further in this AppendixExhibit.
Appears in 1 contract
Samples: Transfer Agent Interactive Client Services Agreement (Utopia Funds)
Transfer Agent Web Services. The Trust has requested, and ALPS will provide, Transfer Agent Web Services (“TA Web”) as one of the ICS ALPS’ interactive client services provided pursuant to the terms of this Agreement. Through TA Web, Shareholders Funds’ shareholders may submit Transaction requests directly to interact with the Trust’s transfer agent via the Internet Internet. This interaction includes the ability to review account information and initiate transaction requests. The following functions are included as described further part of TA Web:
(a) e-Delivery. Through e-Delivery, shareholders will have the option to discontinue printed and mailed shareholder statements and shareholder tax forms in this Appendixfavor of electronic ones.
Appears in 1 contract
Samples: Transfer Agency and Services Agreement (Oak Associates Funds)
Transfer Agent Web Services. The Trust has requested, and ALPS will provide, Transfer Agent Web Services (“TA Web”) as one of the ICS provided pursuant to the terms of this Agreement. Through TA Web, Shareholders may submit Transaction requests directly to the Trust’s Funds’ transfer agent via the Internet as described further in this Appendix.
Appears in 1 contract
Samples: Transfer Agency Interactive Client Services Agreement (Financial Investors Trust)