Information for Unit Holders For the purpose of permitting Unit holders to satisfy any reporting requirements of applicable federal or state tax law, First Trust Advisors L.P., acting in its capacity as Evaluator, shall make available to the Trustee and the Trustee shall transmit to any Unit holder upon request any determinations made by it pursuant to Section 4.01.
Membership Information 4.3.1 The District shall take all reasonable steps to safeguard the privacy of CSEA members' personal information, including, but not limited to members Social Security Numbers, personal addresses, personal phone number, personal cellular phone number, and status as a union member.
4.3.2 District shall only post on the public portion of its website work email addresses for employees whom the public needs to contact.
Shareholder Information Services (i) Make information available to shareholder servicing unit and other remote access units regarding trade date, share price, current holdings, yields, and dividend information.
(ii) Produce detailed history of transactions through duplicate or special order statements upon request.
(iii) Provide mailing labels for distribution of financial reports, prospectuses, proxy statements or marketing material to current shareholders.
(iv) Respond as appropriate to all inquiries and communications from shareholders relating to shareholder accounts.
Information to the Union 20.1 The parties acknowledge that they are subject to the Personal Information Protection and Electronic Document Act with respect to personal information that is exchanged by the parties. Information provided to the Union is done so for the purpose of enforcing the terms and conditions of the Collective Agreement.
20.2 The Corporation, on a monthly basis following the close of the pay period corresponding to the last day of the month, will provide to the national office of the Union an electronic file or files containing the following point-in-time information for bargaining unit members on national payroll: Employee Name Employee ID Employee Title Employee Status Full-time or Part-time Status Employee End Date, if applicable City and Province of work Media Component Department Corporation Seniority Date Recognized Continuous Service Date Date of birth Pension date Classification Current salary Salary band Salary anniversary information Additional remuneration amount Temporary upgrade information in excess of four (4) weeks Language of communication Gender Employees on absence during the month including the reason for the absence (e.g. maternity/paternity leave, LTD)* Employees who departed the Corporation during the month including the reason for the departure* * Not applicable to per-occasion temporary employees
20.2.1 The following additional information will be provided relative to short and long-term temporary employees: • Hours/days worked in the pay period • Rationale for hire (i.e. 27.5 (a), (b) or (c) with details including backfill information, details re: special circumstance, etc.)
20.3 In addition to the above, the Corporation will provide to the national office of the Union the following information for bargaining unit members on national payroll: • Overtime record (upon written request) • Newly created positions, vacancies, and abolished positions
20.4 On May 1 and October 1 of each year, the Corporation shall provide an electronic file containing the name, current home address and home telephone numbers of CMG members on national payroll.
20.5 The Corporation will provide direct access to personal and freelance contracts through the corporate contracting system. See Letter of Agreement: Information to the Union.
Agreement to Provide Shareholder Information 1. Each Intermediary agrees to provide the Fund, upon written request, the following shareholder information with respect to Covered Transactions involving the Funds:
a. The taxpayer identification number (“TIN”) or any other government issued identifier, if known, that would provide acceptable assurances of the identity of each shareholder that has purchased, redeemed, transferred or exchanged shares of a Fund through an account directly maintained by the Intermediaries during the period covered by the request;
b. The amount and dates of, and the Variable Product(s) associated with, such shareholder purchases, redemptions, transfers and exchanges; and
c. Any other data mutually agreed upon in writing.
2. Under this Agreement the term “Covered Transactions” are those transactions which the Intermediaries consider when determining whether trading activity is excessive as described in their Excessive Trading Policy.
3. Requests to provide shareholder information shall set forth the specific period for which transaction information is sought. However, unless otherwise agreed to by the Intermediaries, any such request will not cover a period of more than 90 consecutive calendar days from the date of the request.
4. Each Intermediary agrees to provide the requested shareholder information promptly upon receipt of the request, but in no event later than 15 business days after receipt of such request, provided that such information resides in its books and records. If shareholder information is not on the Intermediary’s books and records, the Intermediary agrees to use reasonable efforts to obtain and transmit or have transmitted the requested information from the holder of the account.