| A one-stop
online resource center providing easier access to important
rights of accumulation (ROA) and letter of intent (LOI) information
is now available on Vision®.
Found under the “Product
Research” tab on the My Assets page,
the ROA/LOI Resource Center features downloadable breakpoint
schedules for all
funds available on Vision. ROA and LOI policy information,
across most major fund companies that participate in Vision,
is also available.
The additional information found in the resource center
complements Vision’s existing management company
and fund-specific breakpoint tools offered since its launch
in 1998. The site currently provides discount categories
and breakpoints at the fund level. At the account level,
Vision provides ROA information with links to all accounts
tied to that ROA agreement.
Other critical compliance documents, such as prospectuses
and statements of additional information for the entire
universe of mutual fund companies, are accessible by clicking
Fund Literature, also found under the “Product
Research” tab.
Participating management companies provide the information
posted on the ROA/LOI Resource Center. If you have policy-specific
questions, please contact the management company directly.
For general questions, contact the Vision Customer Intelligence
Group at 800.435.4112 between the hours of 7 a.m. and 5
p.m. (CT), Monday – Friday.
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