Electronic Correspondence Clause Samples

Electronic Correspondence. Upon consent from shareholder caller, forms and fulfillment pieces can be sent via email through a secured service rather than mailed. ▪ $[…] per Email U.S. Bank client on-line access to fund and investor data through U.S. Bank technology applications and data delivery and security software. ▪ STAT – Statement and Tax Form Storage & Retrieval - Setup: $[…] per user - Support: $[…] per user per month § ReportSource – Report and Data File Storage & Retrieval - Setup: Included in initial fund setup on Transfer Agent system - $[…] per user per month § Ad Hoc/PowerSelect File Development - Standard ad-hoc select: $[…] per file - Custom coded data for recurring, scheduled delivery: $[…] per hour consultation and programming development - Support: $[…] per file per month for recurring files/reports scheduled for delivery via Report Source. - Recurring files scheduled for delivery via Report Source. § Custom Electronic File Exchange (MFS delivery of standard TIP files) - Setup: $[…] one-time fee - Support: $[…] per file per month § File Delivery to Alternate Sales Reporting Provider - Setup: $[…] one-time fee - Maintenance Fee: $[…] per file per month § Implementation Fee – $[…] § Monthly Fee – $[…] per month § Per Chat Fee – $[…] per chat or $[…] per minute of chat Nuance 6 § Implementation fee – $[…] (includes 15 forms) § Additional setup fee – $[…] for each additional form and email template § Form and fund logo modifications – $[…] per form, $[…] per updated Fund Logo § Monthly minimum fee – $[…] per month § Per electronic envelope Fee – $[…] § Internet VPN – Infrastructure to allow for application accessibility to host systems and file transfers - $[…] implementation - $[…] per month § Physical Network – Infrastructure to allow for application accessibility to host systems and file transfers - Cost varies depending upon location and bandwidth § TA2000 3270 Emulation (Mainframe Green Screen) – Account inquiry and ability to perform financial transactions or account maintenance depending upon user access. - $[…] implementation - $[…] per ID per month § TA2000 Desktop (Graphic User Interface to the TA2000 Mainframe) – Account inquiry and ability to perform financial transactions or account maintenance depending upon user access provisioning. - $[…] implementation - $[…] per ID per month § TA2000 SmartDesk (Web Application to TA2000 Mainframe) – Account inquiry only. - $[…] implementation - $[…] per ID per month § Automated Work Distributor (AWD) – Image and work...

Electronic Correspondence. The County agrees to create a #FRS.Bargaining Unit email group for official union correspondence sent to bargaining unit employees. The County agrees to update this email group at least two (2) times a year. Access to send correspondence to this group will be limited to the principal officers of the Union. The Union will notify the County at least one (1) time a year, usually in July, of the current principal officers of the Union.

Electronic Correspondence. You hereby nominate your email address (as provided to Openmarkets or the Intermediary from time to time) for the purpose of receiving all communications and consent to receiving (and authorise Openmarkets to use your email address to send to you) any Disclosure Document Openmarkets is required to provide to you including any updates to these documents. You agree that Openmarkets may: a. provide to you a link to a Disclosure Document such that you are able to access the document electronically; b. provide to you a Disclosure Document by means of an electronic portal or application service by which you are able to access the documents; c. arrange for the Intermediary to provide to you electronically (as agent for Openmarkets) any of the Disclosure Documents by any means set out in this clause 31; You may opt out of a receiving a Disclosure document electronically by giving notice to the Intermediary within 7 days of agreeing to these Terms and Conditions and the Intermediary will arrange for you to receive a hard copy of the documents. You agree that you will retain a copy of each Disclosure Document provided to you by downloading or otherwise making a copy of the document.

Electronic Correspondence. The County agrees to create a #FRS.Volunteer Bargaining Unit email group for official MCVFRA correspondence sent to bargaining unit members. The County agrees to provide the MCVFRA President, or designee, access to the distribution group. Access to send correspondence to this group will be limited to authorized officers of the MCVFRA as defined by the MCVFRA.

Electronic Correspondence. Upon consent from shareholder caller, forms and fulfillment pieces can be sent via email through a secured service rather than mailed. ▪ $[ ] per Email Client Web Data Access U.S. Bank client on-line access to fund and investor data through U.S. Bank technology applications and data delivery and security software. ▪ STAT – Statement and Tax Form Storage & Retrieval - Setup: $[ ] per user - Support: $[ ] per user per month ▪ ReportSource – Report and Data File Storage & Retrieval - Setup: Included in initial fund setup on Transfer Agent system - $[ ] per user per month beyond [ ] users included as part of setup ▪ Ad Hoc/PowerSelect File Development - Standard ad-hoc select: $[ ] per file - Custom coded data for recurring, scheduled delivery: $[ ] per hour consultation and programming development - Support: $[ ] per file per month for recurring files/reports scheduled for delivery via Report Source. - Recurring files scheduled for delivery via Report Source. ▪ Custom Electronic File Exchange (MFS delivery of standard TIP files) - Setup: $[ ] one-time fee - Support: $[ ] per file per month ▪ File Delivery to Alternate Sales Reporting Provider - Setup: $[ ] one-time fee - Maintenance Fee: $[ ] per file per month Chat Services ▪ Implementation Fee – $[ ] ▪ Monthly Fee – $[ ] per month ▪ Per Chat Fee – $[ ] per chat or $[ ] per minute of chat Outbound Calling & Marketing Campaigns ▪ Cost based on project requirements including hours, data sourcing and reporting. Electronic Form Delivery and Signature Capture ▪ Implementation fee – $[ ] (includes [ ] forms) ▪ Additional setup fee – $[ ] for each additional form and email template ▪ Form and fund logo modifications – $[ ] per form, $[ ] per updated Fund Logo ▪ Monthly minimum fee – $[ ] per month ▪ Per electronic envelope Fee – $[ ] Recordkeeping Application Access ▪ Internet VPN – Infrastructure to allow for application accessibility to host systems and file transfers - $[ ] implementation - $[ ] per month ▪ Physical Network – Infrastructure to allow for application accessibility to host systems and file transfers - Cost varies depending upon location and bandwidth ▪ TA2000 3270 Emulation (Mainframe Green Screen) – Account inquiry and ability to perform financial transactions or account maintenance depending upon user access. - $[ ] implementation - $[ ] per ID per month ▪ TA2000 Desktop (Graphic User Interface to the TA2000 Mainframe) – Account inquiry and ability to perform financial transactions or account mai...

Electronic Correspondence. Notices, consent requests, demands and other communications hereunder shall be deemed to be in writing if they are provided by means of electronic correspondence from an authorized person.

Electronic Correspondence. Upon consent from shareholder caller, forms and fulfillment pieces can be sent via email through a secured service rather than mailed. $[...] per Email U.S. Bank client on-line access to fund and investor data through U.S. Bank technology applications and data delivery and security software. STAT – Statement and Tax Form Storage & Retrieval • Setup: $[...] per user • Support: $[...] per user per month Ad Hoc/PowerSelect File Development • Standard ad-hoc select: $[...] per file • Custom coded data for recurring, scheduled delivery: $[...] per hour consultation and programming development • Support: $[...] per file per month for recurring files/reports scheduled for delivery. • Recurring files scheduled for delivery via Pivot or Managed File Services. Custom Electronic File Exchange (MFS delivery of standard TIP files) • Setup: $[...] one-time fee • Support: $[...] Implementation Fee – $[...] Monthly Fee – $[...] per month Per Chat Fee – $[...] per chat or $[...] per minute of chat $[...] Implementation Fee $[...] Implementation fee – $[...] (includes 15 forms) Additional setup fee – $[...] for each additional form and email template Form and fund logo modifications – $[...] per form, $[...] per updated Fund Logo Monthly minimum fee – $[...]per month Per electronic envelope Fee – $[...]

Electronic Correspondence. Upon consent from shareholder caller, forms and fu!flllment pieces can be sent via emal! through a secured service rather than malled. $6 per Email USBFS client on-line access to fund and Investor data through USBFS technology applications and data delivery and security software. • RMOD - Statement Storage & Retrieval Setup: $__ per user Support: $__ per user per month ReportSource - Report and Data File Storage & Retrieval Setup: Included in initial fund setup on Transfer Agent system $__ per user per month Ad Hoc/PowerSelect File Development Standard ad-hoc select $__ per file Custom coded data for recurring, scheduled delivery: $__ per hour consultation and programming development Support: $__ per file per month for recurring files/reports scheduled for delivery via Report Source. Recurring files scheduled for delivery via Report Source. Custom Electronic File Exchange (MFS delivery of standard TIP files) Setup: $__ one-time fee Support: $__ per file per month File Delivery to Alternate Sales Reporting Provider Setup: $__ one-time fee Maintenance Fee: $__ per file per month Programming & File Delivery - $__/hour Project Management/Analysis- $__/hour Account Data Retention - $__/account/month until purged* CUSIP Data Retention -$__/CUSIP/month until purged* *FINCEN regulations require account retention for 12 months following closing. Data Is purged the first July after retention requirements have been fulfilled. Internet VPN - Infrastructure to allow for application accessibility to host systems and file transfers $__ implementation $__ per month Physical Network - Infrastructure to allow for application accessibility to host systems and file transfers Cost varies depending upon location and bandwidth TA2000 3270 Emulation (Mainframe Green Screen) - Account inquiry and ability to perform financial transactions or account maintenance depending upon user access. $__ implementation $__ per ID per month TA2000 Desktop (Graphic User Interface to the TA2000 Mainframe) - Account Inquiry and ability to perform financial transactions or account maintenance depending upon user access provisioning, $__ implementation $__ per ID per month TA2000 SmartDesk (Web Application to TA2000 Mainframe)-Account Inquiry only. $__ Implementation $__ per ID per month Automated Work Distributor (AWD) - Image and workflow application. $__ implementation $__ per ID per month Same Day Cash Management (SDCM) Fund level transaction and cash reporting. $__ implementation $__ per ID per...

Electronic Correspondence. Upon consent from shareholder caller, forms and fulfillment pieces can be sent via email through a secured service rather than mailed. $[ ] per Email Transfer Agent & Shareholder Services Supplemental Services Fee Schedule at December, 2016 CUSIP Setup beyond the initial CUSIP – $[ ] per CUSIP Expedited CUSIP Setup – $[ ] per CUSIP (Less than 35 days) Shareholder account access through the internet. Shareholders can securely access account information, conduct financial transactions, and perform account maintenance activities. Electronic document delivery is also available as an adjunct service. This version of FAN Web has a completely redesigned, modern user interface which caters to a full range of connected devices, including tablets and smart phones. Implementation – $[ ] per fund group – includes up to 90 hours of technical/BSA support Annual Base Fee – $[ ] per year Implementation – $[ ] per fund group – includes up to 45 hours of technical/BSA support Annual Base Fee – $[ ] per year Customization – $[ ] per hour – (subject to change at prevailing rates of vendor) Activity (Session) Fees: Inquiry – $[ ] per event Account Maintenance – $[ ] per event Transaction – financial transactions, duplicate statement requests, etc. – $[ ] per event New Account Set-up – $[ ] per event (Not available with FAN Web Select) Strong Authentication: $[ ] per month per active FAN Web ID (Any ID that has had activity within the 180-day period prior to the billing cycle) Financial planner mailbox provides transaction, account and price information to financial planners and small broker/dealers for import into a variety of financial planning software packages. Base Fee Per Management Company – file generation and delivery – $[ ] per year Per Record Charge Rep/Branch/ID – $[ ] Dealer – $[ ] Price Files – $[ ] per record or $[ ] per user per month, whichever is less Online account access for broker/dealers, financial planners, and RIAs. § Account inquiry - Inquiry - $[ ] per event - Vision ID - $[ ] per month per ID § Transaction Processing* - Implementation Fee - $[ ] per Management Company - Transaction – purchase, redeem, and exchange - $[ ] per event - Monthly Minimum Charge - $[ ] per month § Electronic Statements* - Implementation- $[ ] per fund group - Load charges-$[ ] per image - Archive charge (for any image stored beyond 2 years)- $[ ] per document *Vision ID and event charges also apply.