ALPS’s Responsibilities. In connection with its performance of the Shareholder Portal Services, ALPS shall: (a) receive transaction and new account requests electronically transmitted to the Shareholder Portal via the Internet following execution of a link from the Investment Company Web Site to the Shareholder Portal and route transaction requests to the ALPS transfer agency system; (b) for each transaction request received, route transaction and new account information from the ALPS transfer agency system to the Shareholder Portal to be viewed by users; (c) initiate the design, processing and maintenance of Shareholder Portal services; (d) provide technical support for all Shareholder Portal services, including: testing, quality control review, generation and storage; and (e) provide a detailed proposal, including cost and a timeline, for any custom design or programming requested by Forward Funds.
Appears in 2 contracts
Sources: Transfer Agency and Services Agreement (Salient MF Trust), Transfer Agency and Services Agreement (Forward Funds)