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Stockpile Your 10% Free Units

As mentioned in our Winter Newsletter, we are beginning a process to stockpile your 10% free units within your investment funds each year. This creates more liquidity for you in case you need money and/or so that we can make changes to your account easier! The investment management companies require that you actually move your 10% free amount each year if you want the 10% amounts to accumulate over time. Sometimes we will recommend to move the 10% free amount to the exact same fund and as a result there will seem to be a duplication of funds on your statement. However, what is shown is both the DSC (deferred sales charge) version of the fund as well as FEL (front end load) version of the same fund.

During reviews, we will be having you sign a form to ensure that you take advantage of this benefit and will implement this value added program for you on a yearly basis.

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