Common use of Qualification Requirements Clause in Contracts

Qualification Requirements. (a) For the purpose of the payment of Distribution and Services Fees hereunder, Dealer is the Dealer of record for Shares having an aggregate value of at least the minimum amount set forth in Schedule B (“Dealer Firm Requirements”) throughout the period for which the Distribution and/or Service Fees are paid. The Funds’ accounts are accounts in any Funds, but excluding any accounts for Dealer’s own retirement plans. (b) One or more of Dealer’s current employees must be designated as a Representative on accounts having Shares of an aggregate value of at least the minimum amount set forth in Schedule B under Registered Representative Requirements throughout the period for which the Distribution and/or Service Fees are paid. (c) Dealer will provide the following information and agrees that MFD or its designated agent will be entitled to rely on the accuracy of such information in updating records for determining the levels of the Distribution and/or Service Fees payable to Dealer under the terms of this Agreement. Dealer understands that such payments will be based solely on the Funds’ records. (i) For each of the Funds’ accounts registered in the name of one of Dealer’s customers, Dealer will advise MFD or its designated agent of the Funds’ account number and Representative’s name, identification number, and branch number, preferably by electronic means before the end of the second month in each calendar quarter, if requested. (ii) For each of the Funds’ accounts designated as a “street name account” of the Dealer, Dealer will use its best efforts to advise MFD or its designated agent of the Funds’ account number, net asset value of the account, date of valuation, and, for each Representative assigned to assets in the account: Representative’s name, identification number, branch number, and the net asset value of assigned assets in the account, preferably by electronic means before the end of the second month in each calendar quarter, if requested.

Qualification Requirements. (a) For the purpose of the payment of Distribution and Services Fees hereunder, Dealer is the Dealer of record for Shares having an aggregate value of at least the minimum amount set forth in Schedule B (“"Dealer Firm Requirements”") throughout the period for which the Distribution and/or Service Fees are paid. The Funds’ ' accounts are accounts in any Funds, but excluding any accounts for Dealer’s 's own retirement plans. (b) One or more of Dealer’s 's current employees must be designated as a Representative on accounts having Shares of an aggregate value of at least the minimum amount set forth in Schedule B under Registered Representative Requirements throughout the period for which the Distribution and/or Service Fees are paid. (c) Dealer will provide the following information and agrees that MFD or its designated agent CUNA Brokerage will be entitled to rely on the accuracy of such information in updating CUNA Brokerage's records for determining the levels of the Distribution and/or Service Fees payable to Dealer under the terms of this Agreement. Dealer understands that such payments will be based solely on CUNA Brokerage's and the Funds’ ' records. (i) For each of the Funds’ ' accounts registered in the name of one of Dealer’s 's customers, Dealer will advise MFD CUNA Brokerage or its designated agent of the Funds’ ' account number and Representative’s 's name, identification number, social security number, and branch number, preferably by electronic means before the end of the second month in each calendar quarter, if requested. (ii) For each of the Funds’ ' accounts designated as a “"street name account” " of the Dealer, Dealer will use its best efforts to advise MFD CUNA Brokerage or its designated agent of the Funds’ ' account number, net asset value of the account, date of valuation, and, for each Representative assigned to assets in the account: Representative’s 's name, identification number, social security number, branch number, and the net asset value of assigned assets in the account, preferably by electronic means before the end of the second month in each calendar quarter, if requested.

Qualification Requirements. (a) For the purpose of the payment of Distribution and Services Fees hereunder, Dealer is the Dealer of record for Shares having an aggregate value of at least the minimum amount set forth in Schedule B (“Dealer Firm Requirements”) throughout the period for which the Distribution and/or Service Fees are paid. The Funds’ accounts are accounts in any Funds, but excluding any accounts for Dealer’s own retirement plans. (b) One or more of Dealer’s current employees must be designated as a Representative on accounts having Shares of an aggregate value of at least the minimum amount set forth in Schedule B under Registered Representative Requirements throughout the period for which the Distribution and/or Service Fees are paid. (c) Dealer will provide the following information and agrees that MFD or its designated agent will be entitled to rely on the accuracy of such information in updating records for determining the levels of the Distribution and/or Service Fees payable to Dealer under the terms of this Agreement. Dealer understands that such payments will be based solely on the Funds’ records. (i) For each of the Funds’ accounts registered in the name of one of Dealer’s customers, Dealer will advise MFD or its designated agent of the Funds’ account number and Representative’s name, identification number, social security number, and branch number, preferably by electronic means before the end of the second month in each calendar quarter, if requested. (ii) For each of the Funds’ accounts designated as a “street name account” of the Dealer, Dealer will use its best efforts to advise MFD or its designated agent of the Funds’ account number, net asset value of the account, date of valuation, and, for each Representative assigned to assets in the account: Representative’s name, identification number, social security number, branch number, and the net asset value of assigned assets in the account, preferably by electronic means before the end of the second month in each calendar quarter, if requested.