Version Selection. TA IVR is offered in an Inquiry Only Package and a Standard Package. The Fund is selecting the Standard Package. The Inquiry Only Package limits the user to features that do not allow a user to perform any action that updates their account, including, but not limited to, transactions. The Standard package includes everything included in the Inquiry Only package, plus the ability to place purchases, redemptions and exchanges.
Appears in 7 contracts
Samples: Transfer Agency (Caldwell & Orkin Funds Inc), Transfer Agency (Heartland Group Inc), Transfer Agency Interactive Client Services Agreement (Cullen Funds Trust)
Version Selection. TA IVR is offered in an Inquiry Only Package and a Standard Package. The Fund Trust is selecting the Standard Package. The Inquiry Only Package limits the user to features that do not allow a user to perform any action that updates their account, including, but not limited to, transactions. The Standard package includes everything included in the Inquiry Only package, plus the ability to place purchases, redemptions and exchanges.
Appears in 3 contracts
Samples: Transparent Value Trust (Transparent Value Trust), Transfer Agency Interactive Client Services Agreement (Transparent Value Trust), Transfer Agency (Wesmark Funds)
Version Selection. TA IVR is offered in an Inquiry Only Package and a Standard Package. The Fund is selecting the Standard Package. Inquiry Only The Inquiry Only Package limits the user to features that do not allow a user to perform any action that updates their account, including, but not limited to, transactions. The Standard package includes everything included in the Inquiry Only package, plus the ability to place purchases, redemptions and exchanges.
Appears in 1 contract
Version Selection. TA IVR is offered in an Inquiry Only Package and a Standard Package. The Fund is selecting the the: Standard Package. The Inquiry Only Package limits the user to features that do not allow a user to perform any action that updates their account, including, but not limited to, transactions. The Standard package includes everything included in the Inquiry Only package, plus the ability to place purchases, redemptions and exchanges.
Appears in 1 contract
Samples: Transfer Agent Interactive Client Services Agreement (MTB Funds)
Version Selection. TA IVR is offered in an Inquiry Only Package and a Standard Package. The Fund is selecting the Standard Inquiry Only Package. The Inquiry Only Package limits the user to features that do not allow a user to perform any action that updates their account, including, but not limited to, transactions. The Standard package includes everything included in the Inquiry Only package, plus the ability to place purchases, redemptions and exchanges.
Appears in 1 contract
Samples: Transfer Agency (AQR Funds)
Version Selection. TA IVR is offered in an Inquiry Only Package and a Standard Package. The Fund Trust is selecting the Standard Package. The Inquiry Only Package limits the user to features that do not allow a user to perform any action that updates their account, including, but not limited to, transactions. The Standard package includes everything included in the Inquiry Only package, plus the ability to place purchases, redemptions and exchanges.
Appears in 1 contract
