4.2.6 Breakpoints and Discounts

In this section

• Rights of Accumulation in Mutual Funds: Maximize Your Investment Discounts
  Learn how Rights of Accumulation (ROA) can help you achieve reduced sales charges on mutual funds by leveraging your current holdings and additional purchases to reach breakpoint levels. Understand how family accounts can be combined to maximize discounts.
• Understanding Letters of Intent for Mutual Fund Breakpoints
  Explore the intricacies of Letters of Intent (LOI) in mutual funds, how they facilitate breakpoint discounts, and the compliance considerations for maximizing investment benefits.
• Combination Privileges in Mutual Funds: Maximizing Breakpoint Discounts
  Learn how combination privileges in mutual funds allow investors to combine investments across different funds within the same fund family to reach breakpoints and reduce sales charges. Understand the types of accounts eligible, the process for applying discounts, and strategies for maximizing benefits.