Common use of Shareholder Call Review Analysis Clause in Contracts

Shareholder Call Review Analysis. Includes Call Sampling sent securely to client and Reporting of internal representative reviews. - ___per Month CTI Reporting – Integrated custom detailed call reporting § ___per monthly report Soundwatch Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continued) at May, 2016 Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § ___per qualified plan account or C▇▇▇▇▇▇▇▇ ESA account (Cap at ___ per SSN) § ___ per transfer to successor trustee § ___per participant distribution (Excluding SWPs) § ___per refund of excess contribution § ___per reconversion/re-characterization § ___per outgoing wire transfer or overnight delivery § ___per telephone exchange § ___ per return check or ACH or stop payment § ___ per research request per account (This fee applies to requests for statements older than the prior year)

Shareholder Call Review Analysis. Includes Call Sampling sent securely to client and Reporting of internal representative reviews. - _$__per Month CTI Reporting – Integrated custom detailed call reporting § $____ per monthly report Soundwatch Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continued) at May, 2016 Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § _$__per qualified plan account or C▇▇▇▇▇▇▇▇▇ ESA account (Cap at $___ per SSN) § $___ per transfer to successor trustee § _$__per participant distribution (Excluding SWPs) § _$__per refund of excess contribution § _$__per reconversion/re-characterization § _$__per outgoing wire transfer or overnight delivery § _$__per telephone exchange § $___ per return check or ACH or stop payment § $___ per research request per account (This fee applies to requests for statements older than the prior year)

Shareholder Call Review Analysis. Includes Call Sampling sent securely to client and Reporting of internal representative reviews. - $____ per Month CTI Reporting – Integrated custom detailed call reporting § $____ per monthly report Soundwatch Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continued) at MayApril, 2016 2017 Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § $____ per qualified plan account or C▇▇▇▇▇▇▇▇▇ ESA account (Cap at $___ per SSN) § $___ per transfer to successor trustee § $____ per participant distribution (Excluding SWPs) § $____ per refund of excess contribution § $____ per reconversion/re-characterization § $____ per outgoing wire transfer or overnight delivery § $____ per telephone exchange § $___ per return check or ACH or stop payment § $___ per research request per account (This fee applies to requests for statements older than the prior year)

Shareholder Call Review Analysis. Includes Call Sampling sent securely to client and Reporting of internal representative reviews. - _$__per Month CTI Reporting – Integrated custom detailed call reporting § _$__per monthly report Soundwatch Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continuedcontinued) at May[ ], 2016 Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § _$__per qualified plan account or C▇▇▇▇▇▇▇▇ ESA account (Cap at $___ per SSN) § $___ per transfer to successor trustee § _$__per participant distribution (Excluding SWPs) § $____ per refund of excess contribution § _$__per reconversion/re-characterization § _$__per outgoing wire transfer or overnight delivery § _$__per telephone exchange § $___ per return check or ACH or stop payment § $___ per research request per account (This fee applies to requests for statements older than the prior year)

Shareholder Call Review Analysis. Includes Call Sampling sent securely to client and Reporting of internal representative reviews. - _$__per Month CTI Reporting – Integrated custom detailed call reporting § _$__per monthly report Soundwatch Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continuedcontinued) at MayOctober, 2016 Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § _$__per qualified plan account or C▇▇▇▇▇▇▇▇ ESA account (Cap at $___ per SSN) § $___ per transfer to successor trustee § _$__per participant distribution (Excluding SWPs) § $____ per refund of excess contribution § _$__per reconversion/re-characterization § _$__per outgoing wire transfer or overnight delivery § _$__per telephone exchange § $___ per return check or ACH or stop payment § $___ per research request per account (This fee applies to requests for statements older than the prior year)

Shareholder Call Review Analysis. Includes Call Sampling sent securely to client and Reporting of internal representative reviews. - $____ per Month CTI Reporting – Integrated custom detailed call reporting § $____ per monthly report Soundwatch Highmore 7 Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continued) at MayOctober, 2016 Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § $____ per qualified plan account or C▇▇▇▇▇▇▇▇ ESA account (Cap at $___ per SSN) § $___ per transfer to successor trustee § $____ per participant distribution (Excluding SWPs) § $____ per refund of excess contribution § $____ per reconversion/re-characterization § $____ per outgoing wire transfer or overnight delivery § $____ per telephone exchange § $___ per return check or ACH or stop payment § $___ per research request per account (This fee applies to requests for statements older than the prior year)

Shareholder Call Review Analysis. Includes Call Sampling sent securely to client and Reporting of internal representative reviews. - ___$_ per Month CTI Reporting – Integrated custom detailed call reporting § ___$_ per monthly report Soundwatch Transfer Agent & Shareholder Services Supplemental Services Fee Schedule (Continued) at May, 2016 February 2018 Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § ___$_ per qualified plan account or C▇▇▇▇▇▇▇▇▇ ESA account (Cap at __$_ per SSN) § __$_ per transfer to successor trustee § ___$_ per participant distribution (Excluding SWPs) § ___$_ per refund of excess contribution § ___$_ per reconversion/re-characterization § __$_per outgoing wire transfer or overnight delivery § ___$_ per telephone exchange § $___ per return check or ACH or stop payment § __$_ per research request per account (This fee applies to requests for statements older than the prior year)