JERSEY BENEFITS
ADVISORS
Working to bring the finest in
Financial Services to our community P.O. Box 1406 Ocean City, N.J.
08226 Phone 609 827 0194 Fax 609 861 9257 |
Procedures for Online Trading
I've
been here before, take me right to the trading site!
1. Obtain a password for your account by
calling, faxing or emailing us.
2. Make sure you have your account number handy.
3. Buy Order - cash must be in your
account in order to purchase mutual funds online. Systematic investment plans
set up through salary deferral agreements or automatic checking account debits
are not considered buy orders. Any other request to purchase a mutual fund
through the use of our online account feature is subject to the following
conditions. There is a $1,000.00 minimum for purchases of Class A or Class B
shares. There is a $5,000.00 minimum for purchases of Class C shares. No Load
Funds can't be purchased in a non retirement Pershing account unless a fee
based advisory agreement has been signed. Purchase minimums are outlined in the
advisory agreement.
4. Sell Order - sell minimums are
the same as for purchases. There may be a CDSC on Class B or Class C shares
depending on the length of time the shares have been held. Please consult your
advisor, John Kaighn, or the prospectus for information on CDSC. For No Load
funds the requirements are the same as for a purchase.
5. Exchanges between funds of the
same family and same class of share can be done at any time, and are not
subject to a minimum transaction amount. This includes No Load funds for fee
based clients. An exchange between funds of different families, or different
share classes, is subject to the same minimums as a buy or sell order.
6. Mutual Funds can be sold by a dollar
amount or a share amount. Please be sure, when using the share
amount to buy or sell, that the minimum purchase price or minimum sale price is
attained.
7. Symbol - the mutual fund symbol
can be found at the online center under the view your account information
link. Just go to the symbol lookup form after logging in. You can also
request this information by telephone or email to John Kaighn, your
representative.
8. As a verification, please be sure to
list the full name of the mutual fund you wish to purchase, including
the class of shares, in the box at the bottom of the form.
9. When buying, selling or exchanging, be sure only one action has an X in the box. Any X mark can be removed by clicking on the box. Only one transaction can be conducted at a time!
For information or a password call, fax or
e-mail
If you
would like information about Jersey Benefits Group, Inc., email John Kaighn at kaighn@jerseybenefits.com
*Jersey Benefits Advisors
is a Registered Investment Advisor in the State of New Jersey. This website should not be considered a
solicitation of investment advisory services in any other state outside of New
Jersey. Jersey Benefits Advisors
is not affiliated with Transamerica Financial Advisors, Inc. (“TFA”) John Kaighn offers investment advice through Jersey
Benefits Advisors.
*This website was created by Jersey Benefits
Group, Inc. Browse our site to gain more knowledge of retirement products
and services we offer, as well as the many other reasons to make us your
financial services representative.
*This web page offers links to other
companies. Once a hyperlink is
activated, you will be leaving Jersey Benefits Group, Inc., and operate outside
Jersey Benefits Group, Inc. Website.
Jersey Benefits Group, Inc. is not responsible for the validity,
completeness or accuracy of any information provided on those sites to which
you may link. Furthermore, Jersey
Benefits Group, Inc. shall not be liable for any direct or indirect system
damage or other problems you may incur as a result of linking to any other
website, including any consequences arising from your accessing third party
technologies, sites, information and programs made available through Jersey
Benefits Group, Inc.
*This page last modified on September 18, 2005