SIE podcast ยท Episode 08

Packaged Products

42 min of listening
Products & Risks. Free audio, ready to play in your browser.

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the written unit.

Listen at your own pace, then use the matching lesson to revisit the details. The written material includes:

  • Investment Companies Overview
  • Open-End Funds (Mutual Funds)
  • Closed-End Funds
  • Unit Investment Trusts (UITs)
  • Sales Charges (Loads)
  • Breakpoints
  • Rights of Accumulation
  • Letter of Intent
  • Costs and Fees
  • Variable Contracts
  • Disclosures
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