KTMC Alters Billing Method For Securities Services

Kessler Topaz Meltzer & Check, which handles securities monitoring and claim filings for the pension plan, informed the Board that fees will now be invoiced to the plan rather than deducted from Fair Fund distributions. Trustees received an update on this change in billing methodology.

Document date · May 7, 2024

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Scope & details

The full contract record, as filed.

Contract type

LEGAL

Renewal

Engagement for securities monitoring continues, with amended fee collection terms shifting from distribution-based deductions to direct billing.

Document type

Minutes

Source document

city-of-oviedo-police-officers-retirement-fund-meeting-minutes_e49.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the legal contract by City of Oviedo?

Kessler Topaz Meltzer & Check was awarded this legal contract by City of Oviedo, as recorded on May 7, 2024.

What type of contract is this?

This is a Legal contract, documented as a minutes record.

Where was this contract approved?

This contract appears in city-of-oviedo-police-officers-retirement-fund-meeting-minutes_e49.pdf (Minutes), dated May 7, 2024 from City of Oviedo. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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