Premium Package. In addition to the integration provided in the Basic Package, the Premium Package provides four additional features as follows: Authentication - Provides seamless integration between Customer’s Web Site and Vision. Content Management - Enables Customer to publish marketing or other types of customer-specific content to DST-designated areas within DST-designated Vision screens without manual DST intervention. Fund Specific Navigation - Enables Customer, if Customer participates in Client List for Fund Family Vision, to define links within the left navigation that will direct the User to specific destinations on Customer’s Web Site. Web Stats - Provides enhanced reporting of usage patterns and general Web activity. Fees7 In addition to the other Vision fees as described in this Vision fee schedule, the following Fund Family Vision Additional Fees apply: Basic Package In the event Customer elects to utilize the Fund Family Vision option, if the Customer is paying less than the monthly maximum in Vision ID Charges ($9,500), the additional fee for the Fund Family Vision Option shall be a monthly amount equal to the lesser of (i) $1,000 per month, or (ii) the difference between the current ID Charges and the amount needed to reach the $9,500 monthly ID Charge maximum. Customer may utilize the Fund Family Vision option free of charge for so long as Customer is paying the monthly maximum in Vision ID Charges ($9,500). Premium Package8 Initial Set-up Fee $5,000 Monthly Fee (in addition to the applicable Basic Package fee) $3,000 7 Fund Family Vision fees are not included for purposes of calculating the Vision Volume Discount, as described under Volume Discounts.
Appears in 2 contracts
Sources: Agency Agreement (Old Mutual Funds III), Agency Agreement (Old Mutual Funds II)