Breakpoint discounts and eligibility requirements are located in the fund's prospectus and/or statement of additional information. Registered representatives can fulfill Continuing Education requirements, view their industry CRD record and perform other compliance tasks. If you currently have individual holdings in American Legacy accounts that were established on or before March 31, 2007, you can continue to combine purchases made under such contracts and policies to reduce your Class A sales charge. Returns without sales charges would be lower if the sales charges were included. 9 The maximum purchase for all municipal fixed income funds Class C shares is $500,000. You should consider your client's financial needs, goals, and risk tolerance before making any investment recommendations. 04/28/23. Depending on the amount of the purchase, you may qualify for a reduction in the sales charge. When you invest with us for your financial future, you also invest in the future of others. If you have additional questions, please call 800-847-0200 to speak with a shareholder representative. It is not investment advice. Sales Charges & Breakpoints New | Franklin Templeton However, every firm that sells or anticipates selling mutual funds, no matter its business model, should cover the topics listed in parts I and II of the outline. 7 NAV purchases at specified breakpoints on BlackRock fixed income funds may be subject to a CDSC if liquidated within 18 months of purchase as follows: most taxable fixed income funds: 0.75%; BlackRock GNMA, Systematic ESG Bond, U.S. Government Bond: 0.50% ; BlackRock Inflation Protected Bond: 0.15%; all tax-free fixed income funds, BlackRock Global Long/Short Credit and BlackRock Emerging Markets Flexible Dynamic Bond: 1.00%.8 NAV purchases at specified breakpoints on BlackRock fixed income funds may be subject to a CDSC if liquidated within 9 months of purchase as follows: Short-Term Municipal: 0.25%.9 The following dealer reallowance will apply to most taxable fixed income funds (see below for exceptions). Is American Funds Balanced A (ABALX) a Strong Mutual Fund Pick - Nasdaq Investment advisory services focused on the unique needs of individual retirees, retirement plans, and their participants offered by Transamerica Retirement Advisors, LLC, a . If you redeem Investor A or Institutional shares and within 90 days buy new Investor A Shares of the same or another fund, you will not pay a sales charge on the new purchase amount. First Trust - www.FTPortfolios.com If you are eligible, you must inform Customer Service or your investment professional or other financial intermediary at the time of your purchase that you qualify for such a reduction or waiver in order to receive it.
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