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| Home > Services > Account Features |
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FEATURES |
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Exchange Privileges: You can always move all or part of your shares from one fund to another (shares must be the same class) at no cost. This gives you the flexibility to change the composition of your investment program as your financial objectives change.
Redemptions: You may redeem your shares on any business day -- by telephone, mail or wire transfer. Share redemptions will be at the appropriate net asset value, which may be more or less than your original investment.
Automatic Bank Draft Plan: You may establish an automatic investment program in any fund by having as little as $50 or more per month automatically deducted from your bank account and transferred to Enterprise, subject to a $250 initial investment.
Systematic Withdrawal Plan: If the value of your account is at least $5,000, you may have periodic redemptions of your fund shares paid to you monthly, quarterly, semi-annually or annually. Certain requirements apply when setting up systematic withdrawal in Class B shares.
Consolidated Statements: You will receive a consolidated statement each quarter and at the end of each year, summarizing all of your The 787 Fund and AXA Enterprise investments including all dividends and distributions.
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