Primerica Consolidated Quarterly Statement - An Overview
When Will
You Receive a Quarterly Statement?
If you have more than one fund and you have activity
on your account, you will receive a consolidated statement at the
end of each calendar quarter. *
Information
Found on the Quarterly Statement
Your statement will contain the following sections:
- Registered
Owner Information
- Portfolio
Summary –
A summary of the quarterly activity within your portfolio
- Portfolio
Allocation –
A pie chart displaying how your assets are allocated by fund objective
- Summary
of Accounts – An account specific summary of the quarterly activity within your portfolio
- Retirement
Account Summary –
A summary of the retirement investments made into your account.
- Transaction
Detail –
A detailed listing of every transaction that appeared in your
account(s) for the current quarter
Accounts
Found on the Quarterly Statement
If you receive multiple statements and wish to consolidate
your accounts onto one statement, please contact one of our Customer
Service Representatives for assistance. Specific rules may apply
regarding consolidation of accounts.
* Regularly
occurring transactions such as pre-authorized check drafts, dividend
or capital gain reinvestments, share conversions, and systematic
withdrawals or exchanges will be confirmed on quarterly statements
rather than confirmation statements even for shareholders with one
fund.
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