Series 26: Statement Of Additional Information (SAI)

Taken from our Series 26 - Investment Company Products/Variable Contract Limited Principal Exam

Definition of the term Statement Of Additional Information (SAI) ...

information provided in addition to the prospectus section of a mutual fund’s registration statement. The SAI provides a layer of additional detail that the SEC requires but does not consider essential information for each investor. This information must be provided to potential purchasers upon request.

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