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Securities in accounts carried by National Financial Services LLC (NFS), a Fidelty Investments company, are protected in accordance with the Securities Investor Protection Corporation (SIPC) up to $500,000 (including cash claims limited to $100,000). For details, please see www.sipc.org. NFS has arranged for additional protection for cash and covered securities to supplement its SIPC coverage. This additional protection covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC. Neither coverage protects against a decline in the market value of securities.

Customer Privacy Policy

Rule 605 and 606

Section 16: Insider Filings

Business Continuity Plans

Customer Identification Program Notice

Bond Investing

Mutual Fund Breakpoint Search Tool

NASD Mutual Fund Expense Analyzer

For more information, please contact Jennifer Ghaly, Chief Compliance Officer, at (561) 981-1047 or at jghaly@vfinance.com

Click on the link to visit their website:
SEC www.sec.gov

FINRA www.finra.org

SIPC http://www.sipc.org





 

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