Appendix C - Compliance Dashboard



Appendix CCompliance Dashboard/UBAParticipating Partner Firm Adoption Agreement(“The Adoption Agreement”)The undersigned Adopting Member hereby agrees to purchase Compliance Dashboard and adopts and agrees to be bound by the Master License and Services Agreement between Capstone Administrators LLC (“Licensor”) and United Benefit Advisors (“Association”) dated effective as of May 10, 2010 (“the Master Agreement”), a copy of which the member firm acknowledges it has received in accordance with the terms of this Adoption Agreement between the Participating Member Firm (Insert member firm Name), a (Insert State of Incorporation) and the Licensor.Adopting Member Firm Point of Contact:Name:Company Name:Street Address:City, State, Zip:Phone:Email:Adopting Member Firm Invoice Contact:Name:Company Name:Street Address:City, State, Zip:Phone:Email:Services Purchased: ____ Base Compliance Dashboard ToolFront end Survey InstrumentBranded Short (5 minute) ScreencastStandard Branded Marketing MaterialsBranded Online Marketing Resource CenterOptional Additional Cost Upgrades:____Additional Live Webinars____Onsite Live Demonstrations and Seminars____State Specific Laws____Branded Long (30 minute) Screen CastThe undersigned represents, warrants and covenants that (i) it is a member in good standing of the Association, (ii) it has received read and understands the Master Agreement, (iii) it confirms all of the representations and warranties contained in the Master Agreement applicable to Adopting Members as applied to the undersigned, (iv) the undersigned’s rights under the Master Agreement are conditioned on the terms set forth therein, including the acceptance of this Adoption Amendment by the Licensor at its principal office in Indianapolis, Indiana, and (v) subject to such acceptance, it hereby adopts the Master Agreement and agrees to be bound by all of its terms and conditions applicable to Adopting Members.(Insert Member Firm Name)By: Title: Dated: Adoption Agreement Effective Date: The Licensor accepts this Adoption Amendment with respect to the member indicated above at its principal office in Indianapolis, Indiana, this _____ day of ____________________, 20____, but effective as of the Adoption Amendment Effective Date set forth above.Capstone Administrators, LLCBy: Title: ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download