Common use of Important Disclosures Clause in Contracts

Important Disclosures. If appropriate, your adviser has explained your various options for investing in mutual funds. Mutual funds often offer various share classes for the same underlying fund. It is important that you are aware of the class of fund(s) you are invested in and the associated costs. The amount you invest, the rate of return, the amount of time you remain in the fund and the mutual fund’s conversion features all affect your overall costs. You can reference the fund prospectus or FINRA’s Fund Analyzer for more details and comparisons on these factors. FINRA’s Fund Analyzer is available in the Investors section of the FINRA website at xxx.XXXXX.xxx. Please let your representative know if you have any questions about the share class options and for more information on the funds you currently hold. Schedule “A" Managed Assets The accounts intended for Wealth Management Solutions LLC management are as follows: Account Registration Account Value Account Number Account Type (IRA, Joint, Other) Where is the account held? (Custodian) (i.e. Xxxxxxx Xxxxx, Mutual Fund) 1.

Important Disclosures. If appropriate, your adviser has explained your various options for investing in mutual funds. Mutual funds often offer various share classes for the same underlying fund. It is important that you are aware of the class of fund(s) you are invested in and the associated costs. The amount you invest, the rate of return, the amount of time you remain in the fund and the mutual fund’s conversion features all affect your overall costs. You can reference the fund prospectus or FINRA’s Fund Analyzer for more details and comparisons on these factors. FINRA’s Fund Analyzer is available in the Investors section of the FINRA website at xxx.XXXXX.xxx. Please let your representative know if you have any questions about the share class options and for more information on the funds you currently hold. Schedule “A" Managed Assets The accounts intended for Wealth Management Solutions LLC management are as follows: Account Registration Custodian) Account Value Account Number Account Type (IRA, Joint, Other) Where is the account held? (Custodian) (i.e. Xxxxxxx Xxxxx, Mutual Fund) 1.)

Important Disclosures. If appropriate, your adviser has explained your various options for investing in mutual funds. Mutual funds often offer various share classes for the same underlying fund. It is important that you are aware of the class of fund(s) you are invested in and the associated costs. The amount you invest, the rate of return, the amount of time you remain in the fund and the mutual fund’s conversion features all affect your overall costs. You can reference the fund prospectus or FINRA’s Fund Analyzer for more details and comparisons on these factors. FINRA’s Fund Analyzer is available in the Investors section of the FINRA website at xxx.XXXXX.xxx. Please let your representative know if you have any questions about the share class options and for more information on the funds you currently hold. Schedule “A" Managed Assets The accounts intended for Wealth Management Solutions LLC management are as follows: Account Registration Account Value Account Number Account Type (IRAXXX, Joint, Other) Where is the account held? (Custodian) (i.e. Xxxxxxx Xxxxx, Mutual Fund) 1.)

Important Disclosures. If appropriate, your adviser has explained your various options for investing in mutual funds. Mutual funds often offer various share classes for the same underlying fund. It is important that you are aware of the class of fund(s) you are invested in and the associated costs. The amount you invest, the rate of return, the amount of time you remain in the fund and the mutual fund’s conversion features all affect your overall costs. You can reference the fund prospectus or FINRA’s Fund Analyzer for more details and comparisons on these factors. FINRA’s Fund Analyzer is available in the Investors section of the FINRA website at xxx.XXXXX.xxx. Please let your representative know if you have any questions about the share class options and for more information on the funds you currently hold. Schedule “A" Managed Assets The accounts intended for Wealth Management Solutions LLC management are as follows: Account Registration Account Value Account Number Account Type (IRAXXX, Joint, Other) Where is the account held? (Custodian) (i.e. Xxxxxxx Xxxxx, Mutual Fund) 1.

Important Disclosures. If appropriate, your adviser has explained your various options for investing in mutual funds. Mutual funds often offer various share classes for the same underlying fund. It is important that you are aware of the class of fund(s) you are invested in and the associated costs. The amount you invest, the rate of return, the amount of time you remain in the fund and the mutual fund’s conversion features all affect your overall costs. You can reference the fund prospectus or FINRA’s Fund Analyzer for more details and comparisons on these factors. FINRA’s Fund Analyzer is available in the Investors section of the FINRA website at xxx.XXXXX.xxx. Please let your representative know if you have any questions about the share class options and for more information on the funds you currently hold. Schedule “A" Managed Assets The accounts intended for Wealth Management Solutions LLC management are as follows: Account Registration Account Value Account Number Account Type (IRA, Joint, Other) Where is the account held? (Custodian) (i.e. Xxxxxxx Xxxxx, Mutual Fund) 1.)