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MEEDER PUBLIC FUNDS, INC.
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Last modified
5/23/2024 3:04:00 PM
Creation date
5/23/2024 3:00:42 PM
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Contracts
Company Name
MEEDER PUBLIC FUNDS, INC.
Contract #
A-2024-054
Agency
Finance & Management Services
Council Approval Date
5/7/2024
Expiration Date
4/30/2027
Insurance Exp Date
4/1/2025
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Clients that engage Meader as their investment adviser as a result of a referral by a Promoter will receive a written <br />Promoter disclosure statement describing the nature and terms of the arrangement, including the amount payable <br />to the Promoter. <br />8. Local Government Investment Pools. Where appropriate, Meeder may recommend the use of local <br />government investment pools in which Meeder or one of its affiliates earn advisory and/or administration fees. <br />Assets placed in these pools are not included among eligible assets when calculating the investment advisory fee. <br />Because Meeder or its affiliates receive fees in connection with programs we sponsor or recommend, use of these <br />programs presents a conflict of interest. <br />9. Third -Party Payments. Meader or its affiliates receive compensation from unaffiliated third parties for <br />endorsing or recommending certain financial products to its clients. This arrangement presents a conflict of interest <br />because it provides Meeder with an incentive to solicit and secure participation in the program. Asset based <br />advisory fees are not charged for assets invested in products that pay indirect compensation to Meader. <br />10. Proxy Voting. Meader does not accept or assume authority to vote proxies for its public fund clients. <br />Clients will receive their proxies or other solicitations directly from their Custodian. Client agrees that Meader will <br />not advise or act for Client in any legal proceedings, including bankruptcies or class actions, involving securities <br />held or previously held by the Account or the issuers of such securities. <br />11. Electronic Delivery. Client consents to electronic delivery of all documents from Meeder, including but not <br />limited to a copy of the executed Agreement, statements, confirmations, Meeder's Form ADV Part 2 and <br />amendments thereto, and other general communications delivered to Client's electronic mail address of record. <br />Delivery of communications to Clients in this fashion will be deemed effective unless Meeder is notified otherwise. <br />Client is responsible for maintaining an accurate and up to date email address and to ensure that Client at all times <br />has the ability to receive communications directed in this manner. <br />12. Confidentiality. All information and advice furnished by either party to the other, including their respective <br />agents and employees, shall be treated as confidential and shall not be disclosed to third parties except as <br />otherwise required by law or as agreed to in writing by Client. Notwithstanding the foregoing, Client consents to the <br />use of Client's name in sales and marketing material used by Meader or its affiliates solely for the purpose of <br />identifying the Client as an investment advisory client. <br />13. Services to Other Clients. Client understands that Meader serves as investment adviser for other Clients <br />and will continue to do so. Client also understands that Meader, its personnel and affiliates ("Affiliated Persons") <br />may give advice or take action in performing their duties to other clients, or for their own accounts, that differ from <br />advice given to or action taken for Client. Meeder is not obligated to buy, sell or recommend for Client any security <br />or other investment that Meader or its Affiliated Persons may buy, sell or recommend for any other client or their <br />own accounts. <br />14. Meeder's Representations. Meeder represents that it is a registered investment adviser under the <br />Investment Advisers Act of 1940. <br />15, Client's Representations. Client represents and acknowledges that: (i) Client is the sole owner of the <br />Account assets and has full power and authority to enter into this Agreement and to commit the assets to Meeder's <br />management and supervision; (ii) that the person signing this Agreement on behalf of Client is authorized and <br />empowered to establish accounts and commit the assets to Meeder's management and supervision on the entity's <br />behalf; (III) Client has received Meeder's current Form ADV, Part 2A and B; and (iv) Client has received a copy of <br />Meeder's Privacy Policy. <br />MPF Term'6i Y l.ounCl1 22 — 21 5/7/2024 Page 2 <br />
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