VISION Access (Appendix E) Sample Clauses
The VISION Access clause establishes the terms under which parties are granted access to the VISION system, as detailed in Appendix E of the agreement. This clause typically outlines who is authorized to use the system, the scope of permitted activities, and any technical or security requirements that must be met. For example, it may specify that only designated employees can log in to VISION for data entry or reporting purposes. Its core function is to ensure controlled, secure, and appropriate use of the VISION platform, thereby protecting sensitive information and maintaining operational integrity.
VISION Access (Appendix E). Fees for Trust access to VISION are included in the fees set forth in this Appendix under Transfer Agency Services above. This access includes the following:
(a) User IDs for an unlimited number of employees of the Trust and of the Funds’ investment advisers;
(b) Technical support and training for all employees of the Trust and of the Funds’ investment advisers; and
(c) An implementation phase during which the Trust is able to review the data available on VISION, review the current list of users with access, request new users to be added and determine what update functionality (if any) will be required. Other than as provided in Sections 4(a) and 4(b) above, third-party access to VISION is subject to separate fees to be negotiated by the parties to this Agreement.