Common use of Electronic Statements Clause in Contracts

Electronic Statements. Provides the capability for financial intermediaries to access electronic statements via the Vision application.* § Implementation Fees − $[ ] /fund group § Load charges − $[ ] /image § Archive charge (for any image stored beyond [ ] years) − $[ ] /document *Normal Vision ID and activity charges also apply.

Appears in 2 contracts

Sources: Transfer Agent Servicing Agreement (Professionally Managed Portfolios), Transfer Agent Servicing Agreement (Professionally Managed Portfolios)

Electronic Statements. Provides the capability for financial intermediaries to access electronic statements via the Vision application.* § Implementation Fees − $[ […] /fund group § Load charges − $[ […] /image § Archive charge (for any image stored beyond [ ] 2 years) − $[ […] /document *Normal Vision ID and activity charges also apply.

Appears in 1 contract

Sources: Transfer Agent Servicing Agreement (Horizon Funds)

Electronic Statements. Provides the capability for financial intermediaries to access electronic statements via the Vision application.* § ▪ Implementation Fees − $[ ] /fund group § ▪ Load charges − $[ ] ]/image § ▪ Archive charge (for any image stored beyond [ ] years) − $[ ] /document *]/ document * Normal Vision ID and activity charges also apply.

Appears in 1 contract

Sources: Transfer Agent Servicing Agreement (Horizon Funds)

Electronic Statements. Provides the capability for financial intermediaries to access electronic statements via the Vision application.* § Implementation Fees − - $[ ] ___ /fund group § Load charges − - $[ ] ___ /image § Archive charge (for any image stored beyond [ ] 2 years) − - $[ ] ___ /document *Normal Vision ID and activity charges also apply.

Appears in 1 contract

Sources: Transfer Agent Servicing Agreement (Advisors Series Trust)

Electronic Statements. Provides the capability for financial intermediaries to access electronic statements via the Vision application.* § Implementation Fees − $[ ] _____/fund group § Load charges − $[ ] _____/image § Archive charge (for any image stored beyond [ ] 2 years) − $[ ] _____/document ** Normal Vision ID and activity charges also apply.

Appears in 1 contract

Sources: Transfer Agent Servicing Agreement (Advisors Series Trust)