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 Shareholder accounts will be charged based upon the type of activity and type of account, including the following: § $____ per qualified plan account or ▇▇▇▇▇▇▇▇▇ 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 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)