Common Contracts
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▪ About this agreement 2 ▪ About your account 2 ▪ Important Know Your Client terms and definitions 5 ▪ Purchases, switches and redemptions 5 ▪ Schedule A – Statement of policies 8 ▪ Schedule B – Collection and use of information 9 ▪ Schedule C –...April 23rd, 2021
This Agreement explains how your account works. It also tells you about RMFI’s policies for conflicts of interest and using information about you. If you have any questions about this Agreement or your account, please contact your RMFI mutual funds representative or call RMFI’s toll-free Customer Service line at 1-800-463-3863.
