Vision Mutual Fund Gateway. Permits broker/dealers, financial planners, and registered investment advisors to use a web-based system to perform order and account inquiry, execute trades, print applications, review prospectuses, and establish new accounts.
Appears in 26 contracts
Samples: Transfer Agent Servicing Agreement (Brookfield Investment Funds), Transfer Agent Servicing Agreement (Oaktree Diversified Income Fund Inc.), Transfer Agent Servicing Agreement (Oaktree Diversified Income Fund Inc.)
Vision Mutual Fund Gateway. Permits broker/dealers, financial planners, and registered investment advisors to use a web-based system to perform order and account inquiry, execute trades, print applications, review prospectusesProspectuses, and establish new accounts.
Appears in 21 contracts
Samples: Transfer Agent Servicing Agreement (FQF Trust), Transfer Agent Servicing Agreement (Ariel Investment Trust), Transfer Agent Servicing Agreement (Torray Fund)
Vision Mutual Fund Gateway. Permits broker/dealers, financial planners, and registered investment advisors advisers to use a web-based system to perform order and account inquiry, execute trades, print applications, review prospectusesProspectuses, and establish new accounts.
Appears in 7 contracts
Samples: Transfer Agent Servicing Agreement (Calamos Advisors Trust/Il), Transfer Agent Servicing Agreement (Calamos Investment Trust/Il), Transfer Agent Servicing Agreement (Calamos Antetokounmpo Sustainable Equities Trust)
Vision Mutual Fund Gateway. Permits broker/dealers, financial planners, and registered investment advisors to use a web-based system to perform order and account inquiry, execute trades, print applications, review prospectusesProspectuses, and establish new accounts.
Appears in 5 contracts
Samples: Transfer Agency and Call Center Services Agreement (Elfun Trusts), Transfer Agency and Call Center Services Agreement (Elfun Tax Exempt Income Fund), Transfer Agency and Call Center Services Agreement (Ge Investments Funds Inc)
