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GLOBAL PRIME INVESTORS FUNDS
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Breakpoint Center:
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Certificates
Account #:
7705486225
BIN #:
8621212250012
Registration:
MARY SMITH
2105 MAIN ST
KANSAS CITY MO 64108
Phone #:
- Day:
(816) 936-2986
- Evening:
(816) 435-4112
Mgmt Co:
GLOBAL PRIME INVESTORS FUNDS
Fund Name:
GROWTH FUND CLASS A
View Fund Details
Fund Code:
96
Ticker:
GPGWX
Total Shares:
3,116.2159
CUSIP:
531545102
Account Value:
$18,454.09
Account Type:
02 - INDIVIDUAL
Retirement Account Details
Shareholder Birth Date:
11/21/1963
Shareholder Marital Status:
Married
Retirement Account Type:
IRA
Classification:
Employee Account
Beneficiaries
Name or Entity/Address
Relationship
Birth Date
% of
Account
Designated Date
Primary
JOHN SMITH
HUSBAND
03/10/1964
100%
4520 ROANOKE #1
11/01/1999
KANSAS CITY, MO 64111
Secondary
THERESA JANE SMITH
CHILD
11/21/1994
50%
4520 ROANOKE #1
11/01/1999
KANSAS CITY, MO 64111
JOHN SMITH JR.
CHILD
06/14/1995
50%
4520 ROANOKE #1
11/01/1999
KANSAS CITY, MO 64111
Financial Summary
Year-To-Date
Inception-To-Date
Previous Year
Contributions:
- Employer:
$0.00
$0.00
$0.00
- Employee:
$2,000.00
$12,000.00
$0.00
Capital Gains:
$0.00
$0.00
Dividends:
$642.00
$8,432.00
Withdrawals:
- Nontaxable:
$0.00
$0.00
- Taxable:
$1,000.00
$5,000.00
Withholdings:
$357.00
$1,402.05
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