What Every Investor Should Know About Mutual Funds

Post on: 11 Май, 2015 No Comment

What Every Investor Should Know About Mutual Funds

Through Northwestern Mutual, your Financial Representative has access to a wide range of mutual funds. Carefully consider the investment objectives, risks, expenses and charges of the investment company before you invest. A prospectus will contain this information and other important information that you should read carefully before you invest or send money.

The NMIS Client General Account Agreement outlines the terms and conditions of a NMIS Account.

The FundVest Fund Family List includes the no-transaction-fee mutual fund programs that enable investors to buy, sell or exchange domestic, institutional, or offshore mutual funds.

Before you invest in any mutual fund, you should read the fund’s prospectus and, if you have additional questions, talk to your Northwestern Mutual Financial Representative to make sure you understand the mutual fund’s multiple share class structure and corresponding expenses (including on-going expenses) on each class of share, conversion terms and volume discounts associated with the various classes of fund shares.

By educating yourself about your rights and obligations, you take the first step towards protecting your investment interests and actively contributing to achieving your financial objectives.

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You should carefully consider the investment objectives, risks, expenses and charges of the investment company before you invest. Your Northwestern Mutual Investment Services Registered Representative can provide you with a prospectus that will contain the information noted above, and other important information that you should read carefully before you invest or send money.

The Northwestern Mutual Life Insurance Company, Milwaukee, WI, is neither a registered investment advisor nor a registered broker-dealer.

All securities are offered through Northwestern Mutual Investment Services LLC, (NMIS), Suite 600, 611 E. Wisconsin Avenue, Milwaukee, WI 53202, 1-866-664-7737. Member FINRA and SIPC. NMIS is wholly owned by Northwestern Mutual.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries. Life insurance, disability insurance, and annuities are issued by The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM).  Long-term care insurance is issued by Northwestern Long Term Care Insurance Company, Milwaukee, WI, (NLTC) a subsidiary of NM. Securities and investment advisory programs are offered through Northwestern Mutual Investment Services, LLC. (NMIS) a subsidiary of NM, broker-dealer, registered investment adviser, member FINRA  and SIPC. Investment management, trust services, and fee-based planning are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and limited purpose federal savings bank. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial professionals. Not all products and services are available in all states.


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