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What is a fund Fact document?

The Fund Facts is a document that highlights key information for investors about a mutual fund or an exchange-traded fund (ETF). You can consult the Fund Facts on the website of the institution offering the fund, or simply ask for a copy.

How do I withdraw money from Amundi?

If you have questions or need to withdraw from your account, call us at 1-800-622-0176. Information on share prices and fund yields is also available via FactFone\u2122 (1-800-225-4321) and online at amundi.com/usinvestors. Please print in blue or black ink.

When Must fund Facts be delivered?

This is an important investor-focused initiative. Currently under securities legislation, a Fund Facts is required to be delivered to investors within two days of buying a mutual fund.

What is included in a mutual fund prospectus?

The summary prospectus Investment objectives and goals. Fund fees and expenses. Principal investment strategies, principal risks, and performance. Information about the investment managers.

How do I get a funding fact sheet?

You can find this fact sheet on the fund's company website. You can also call and request a copy to be mailed to you.

Where can I find fund prospectus?

You can get a prospectus by calling the mutual fund company directly or by visiting the fund's website. Before investing in a mutual fund, read the prospectus thoroughly so you can carefully consider the fund's investment objectives, risks, fees, and expenses.

What should you look for in a fund fact sheet?

What is a fund fact sheet Fund name and share class. Investment strategy / objective. Key descriptive information such as the fund size, launch date, benchmark, and International Securities Identification Number (ISIN) Historical performance. Portfolio overview of what the fund is invested in. Fees and charges.

How can I sell my amundi shares?

You may sell shares by sending a written request by mail or fax to 1-800-225-4240. All registered owners must sign the request.

How do you create a fund fact sheet?

7 Tips to Creating the Perfect Fund Fact Sheet COLORS \u2013 LESS IS MORE. ... TABLES \u2013 AVOID VERTICAL RULES. ... DON'T USE A PIE CHART. ... LOGO \u2013 USE EPS FILES. ... USE FUND MANAGER PHOTOS. ... USE LABELS ON CHARTS. ... CUSTOMIZE RISK RATINGS.

How do I withdraw from Amundi?

IRA/403(b) Use to request a withdrawal from your account (for account holders and beneficiaries). Use to request a withdrawal from your account (for account holders and beneficiaries). Use this form to take advantage of Amundi US's automated RMD service.

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What is a fund Fact document?

How do I withdraw money from Amundi?

When Must fund Facts be delivered?

What is included in a mutual fund prospectus?

How do I get a funding fact sheet?

People also ask

Where can I find fund prospectus?

What should you look for in a fund fact sheet?

How can I sell my amundi shares?

How do you create a fund fact sheet?

How do I withdraw from Amundi?

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Get the up-to-date fund summary information form online 2024 now

Here's how it works

How to edit Fund summary information form online in PDF format online

See more fund summary information form online versions

Complete this form in 5 minutes or less

Got questions?

What is a fund Fact document?

How do I withdraw money from Amundi?

When Must fund Facts be delivered?

What is included in a mutual fund prospectus?

How do I get a funding fact sheet?

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People also ask

Where can I find fund prospectus?

What should you look for in a fund fact sheet?

How can I sell my amundi shares?

How do you create a fund fact sheet?

How do I withdraw from Amundi?

Related links

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