38 Investors Mail Merge Assignments

Download the instructions for this assignment HERE and then proceed with the content below.

 

We appreciate your choice to maintain your investments account(s) with Investors Anonymous.  We ae committed to providing investment guidance tailored to your unique financial goals and circumstances.

 

This notification confirms the establishment or change of a Periodic Exchange Plan (PEP) in your referenced account.  Please note that by establishing a mutual fund PEP, you may incur commission charges, fees, contingent deferred sales charges, possible tax consequences or other cots.  PEPs within Advisory accounts may not be subject to all listed additional costs.

 

Trade confirmations will not be generated for PEP transactions.  However, the PEP activity will be reflected on your client statement or can be viewed online.

 

Additional information that would otherwise appear on a trade confirmation will be provided upon written request.

 

Sincerely,

 

Jamie Benson

IA Agent

 

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Introduction to Word Processing by Lumen Learning is licensed under a Creative Commons Attribution 4.0 International License, except where otherwise noted.

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