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Natixis Funds Offers Special Services for Investors
Automatic Investment Programs*
- Affordable systematic investment plan through our Investment Builder Program (see table below)
- Reinvestment of dividends and capital gains without sales charges
- Free Automatic Exchange Program**
Retirement Plans for Individuals and Corporations
- Roth IRAs
- No Fee IRAs if you maintain a balance of $25,000 or more
- Low Fee IRAs
- $15 annually, no matter how many Natixis Funds you own
- No set-up or close-out fees
- SEP Plans
- SIMPLE IRA plans
- 403(b) plans for employees of non-profit organizations
- Investment only 401(k) plans
Ready Access to Your Natixis Funds Investment**
- 24-hour account information and transaction capability via Personal Access Line®, our automated telephone-response system -- just call 800-225-5478 and press 1
- Convenient telephone exchanges among the Natixis Funds**
Convenient, Consolidated Account Statements
Educational Investor Newsletter
- FUNDletter is a free, educational publication prepared exclusively for our shareholders
Minimum Investment
| Account Type |
Initial Investment |
Subsequent Investment |
| Regular Accounts |
$2,500 |
|
$100 |
|
| IRA Accounts |
500 |
|
100 |
|
| UGMA/UTMA Accounts |
2,500 |
|
100 |
|
| Investment Builder Accounts* |
25 |
|
25 |
|
| Automatic Exchange Plan Accounts |
100 |
|
100 |
|
| Pension/Profit Sharing Plan/Keogh |
250 |
|
100 |
|
| Payroll Deduction Investment Programs for SARSEP, SEP, SIMPLE, 403(b)(7) and certain other retirement plans |
25 |
|
25 |
|
| Coverdell Education Savings Accounts*** |
500 |
|
100 |
|
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