Interactive Voice Response. For Interactive Voice Response (“IVR”) access, Ultimus charges a one-time set up fee of $1,000. Ongoing charges for IVR access are based upon usage and are charged to the Portfolios as an out-of-pocket expense.
Appears in 6 contracts
Sources: Transfer Agent and Shareholder Services Agreement (Papp Investment Trust), Transfer Agent and Shareholder Services Agreement (Empire Builder Tax Free Bond Fund), Transfer Agent and Shareholder Services Agreement (NCM Capital Investment Trust)