Service Reviews. Upon reasonable request at least 60 days in advance, BNYM will, once each calendar year, in accordance with BNYM security, confidentiality and other applicable policies and procedures in effect at the time, arrange for representatives of all Funds acting collectively to meet with the BNYM’s service director for the Funds and such other BNYM personnel as the service director, upon prior consultation with the Fund representatives concerning their specific areas of interest, shall reasonably determine to be appropriate to discuss service matters such as key performance metrics, ongoing development projects and published materials regarding data security and business continuity.
Appears in 2 contracts
Sources: Transfer Agency and Shareholder Services Agreement (Lord Abbett Research Fund Inc), Transfer Agency and Shareholder Services Agreement (Lord Abbett Investment Trust)