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Beneficiary & Retirement Details
GLOBAL PRIME INVESTORS FUNDS   
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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
Client Details
Birth Date: Age
10/XX/1964   47 years 6 month(s)
Financial Summary
  Current Tax Year Previous Tax Year
Contributions:
- Employer: $0.00   $150.00
- Employee: $2,000.00   $0.00
Distributions: $0.00  
Beneficiaries
Name or Entity/Address Relationship Birth Date % of
Account
Designated Date
Primary
Spouse, children, grandchildren or estate, as applicable Family Not Available 100%
    11/01/1999
 
Secondary
Secondary beneficiary information is not on file.      
     
 
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