As an investor, you want to be informed about the fees and charges that are paid either directly by you, or by the funds that you invest in.
When you invest, we will provide you with the information you need up front for your specific investment choices. Transaction fees will be reported as they occur, and you will also receive an annual Fee Summary with your statement that shows the amounts that we collected over a 12 month period.
The information here answers many questions regarding fees. For mutual fund investments, you may also refer to the fund’s financial statements, prospectus, the Management Report of Fund Performance, or Fund Facts.
If you have additional questions, contact your Investors Group Consultant.