Optional Services. The Funds may contract with UMBFS to provide one or more of the following optional services. Additional fees apply.
Appears in 18 contracts
Sources: Transfer Agency Agreement (Vericimetry Funds), Transfer Agency Agreement (Bragg Capital Trust), Transfer Agency Agreement (SteelPath MLP Funds Trust)
Optional Services. The Funds may contract directly with UMBFS to provide one or more of the following optional services. Additional fees apply.
Appears in 3 contracts
Sources: Sub Transfer Agency Agreement (Community Reinvestment Act Qualified Investment Fund), Sub Transfer Agency Agreement (Community Reinvestment Act Qualified Investment Fund), Transfer Agency Agreement (Advisors Inner Circle Fund)
Optional Services. The Funds may contract with UMBFS to provide one or more of the following optional services. Additional fees apply.. • Personal follow-up calls to prospects who return incomplete applications • Comprehensive clerical confirmation statements for maintenance transactions
Appears in 2 contracts
Sources: Transfer Agency Agreement (Wasatch Funds Trust), Transfer Agency Agreement (Wasatch Funds Trust)