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| Edit |
Registration Information |
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| Registration Type: JOINT
WROS |
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| Shareholder Name |
Address |
Birth Date |
Bus. Phone # |
Email |
| Home Phone # |
| STEVE JOHNSON |
9499 JOHNSON DR |
06/11/1963 |
816-212-5342 |
stevejohnson@email.com |
| ODESSA MO 64076-7400 |
816-345-2233 |
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| SARAH E JOHNSON |
9499 JOHNSON DR |
03/14/1970 |
816-345-2233 |
sarahjohnson@email.com |
| ODESSA MO 64076-7400 |
816-345-2233 |
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| Edit |
Investment Selection |
|
 Fund
Name |
Share Class |
CUSIP |
Initial Investment
Amount |
| GROWTH FUND CLASS A - 96 |
CLASS A SHARES |
531545102 |
$1,000.00 |
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|
| GLOBAL PRIME SPECIAL ALLOCATION
FD - 93 |
CLASS A SHARES |
544552204 |
$1,000.00 |
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|
| Payment Type: Electronic |
Total: $2,000.00 |
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| Bank Account Information
for Initial Investment: |
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Bank Name: |
UNITED MISSOURI BANK, N.A. |
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Bank Address: |
PO BOX 419226 |
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|
KANSAS CITY MO 64141-0000 |
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Account #: |
123456789 |
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ABA Routing #: |
101000695 |
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| Edit |
Distribution |
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| GROWTH FUND CLASS A - 96 |
- |
Reinvest Dividends |
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|
Reinvest Capital
Gains |
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| GLOBAL PRIME
SPECIAL ALLOCATION FD - 93 |
- |
Pay Dividends by
check |
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Pay Capital Gains
by check |
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| Account #: |
5000000223 |
| Registration: |
STEVE JOHNSON
2000 NE 93RD CT
KANSAS CITY MO 64132 |
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| Bank Account Information
for Distribution: |
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Bank Name: |
UNITED MISSOURI BANK, N.A. |
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Bank Address: |
PO BOX 419226
KANSAS CITY MO 64141-0000 |
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Account #: |
010034528 |
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ABA Routing #: |
990229998 |
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| Edit |
Automatic Investment |
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| Starting Month: Jul Frequency:
Monthly |
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| Fund
Name |
Amount |
Processing Dates |
| GROWTH FUND CLASS A - 96 |
$25.00 |
15 |
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| Bank Account Information
for Automatic Investment: |
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Bank Name: |
UNITED MISSOURI BANK, N.A. |
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Bank Address: |
PO BOX 419226 |
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|
KANSAS CITY MO 64141-0000 |
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Account #: |
123456789 |
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ABA Routing #: |
101000695 |
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| Edit |
Automatic Withdrawal |
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| Starting Month: Jul Frequency:
Monthly |
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| Fund
Name |
Amount |
Payment Type |
Processing Date |
| GROWTH FUND CLASS A - 96 |
$50.00 |
Direct Deposit |
15 |
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| GLOBAL PRIME SPECIAL ALLOCATION
FD - 93 |
$100.00 |
Check |
30 |
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| Bank Account Information
for Automatic Withdrawal: |
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Bank Name: |
UNITED MISSOURI BANK, N.A. |
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Bank Address: |
PO BOX 419226 |
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|
KANSAS CITY MO 64141-0000 |
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Account #: |
123456789 |
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ABA Routing #: |
101000695 |
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| Edit |
Letter of Intent (LOI) |
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| Link new accounts to
an existing LOI number: |
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|
LOI #: |
684910 |
| Starting Date: |
10/04/2002 |
| Expiration Date: |
11/03/2003 |
| Agreement Amount: |
$100,000.00 |
| Amount Invested: |
$0.00 |
| Amount Due: |
$98,000.00 |
| Fund: |
GROWTH FUND CLASS A - 96 |
| Existing Account #: |
0000000000 |
| Registration: |
STEVE JOHNSON |
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|
9499 JOHNSON DR |
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|
ODESSA MO 64076-7400 |
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| New Fund(s) Included
in Link: |
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|
GROWTH FUND CLASS A - 96 |
|
GLOBAL PRIME SPECIAL ALLOCATION
FD - 93 |
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| Edit |
Rights of Accumulation (ROA |
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| Link new accounts to
an existing ROA number: |
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| |
ROA #: |
10240 |
| Fund: |
GLOBAL PRIME SMALL CAP - 93 |
| Existing Account #: |
0000000000 |
| Registration: |
STEVE JOHNSON |
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|
9499 JOHNSON DR |
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|
ODESSA MO 64076-7400 |
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| New Fund(s) Included
in Link: |
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|
GROWTH FUND CLASS A - 96 |
|
GLOBAL PRIME SPECIAL ALLOCATION
FD - 93 |
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| Edit |
NAV Pricing |
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| The following funds have
been selected for NAV Pricing:: |
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|
000097 GROWTH FUND CLASS A - 96 |
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| Edit |
Interested Party |
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| Name(s)
& Mailing Address(es): |
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| |
JEFF S JOHNSON
1000 MAIN STREET
ODESSA MO 64076-7400 |
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FRANK J JOHNSON
1002 MAIN STREET
ODESSA MO 64076-7400 |
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| |
SUSAN D JOHNSON
1005 MAIN STREET
ODESSA MO 64076-7400 |
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| Edit |
Telephone Redemption |
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| GROWTH FUND CLASS A - 96 |
- Allow telephone redemptions by check |
| GLOBAL PRIME SPECIAL ALLOCATION FD - 93 |
- Do not allow telephone redemptions |
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| Bank Account Information
for Telephone Redemption: |
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Bank Name: |
UNITED MISSOURI BANK, N.A. |
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Bank Address: |
PO BOX 419226 |
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|
KANSAS CITY MO 64141-0000 |
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Account #: |
123456789 |
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ABA Routing #: |
101000695 |
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| Edit |
Telephone Exchange |
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| Fund(s) selected for
telephone exchange: |
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GROWTH FUND CLASS A - 96 |
|
GLOBAL PRIME SPECIAL ALLOCATION
FD - 93 |
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| Edit |
Household Mailing |
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|
A single copy of a fund prospectus or a fund report will
be sent to an address shared by more than one shareholder.
This practice is referred to as the "householding"
of these materials.
Shareholder elects to participate in the householding of
fund prospectuses and fund reports.
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| Edit |
Suitability Form |
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| A suitability form has been completed. Click
"Edit" next to this section to verify this form. |
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| Edit |
Representative Information |
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| Dealer: |
0001480 - BEST FINANCIAL SECURITIES |
| Branch #: |
111 |
| Rep/Advisor #: |
359 |
| Rep/Advisor Name: |
Joe Rep |
| Rep/Advisor Phone #: |
816-393-6963 |
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If you do not want to establish the new account(s),
click "Cancel".
