Sargent & Lundy Savings Investment Plan


BROKERAGE ACCOUNT INFORMATION


Please read all information regarding the plan's brokerage option very carefully. The BrokerageLink available through SIP is not the same as the brokerage account available through Fidelity (www.fidelity.com) outside of the plan.

For complete information on the SIP BrokerageLink, call Fidelity at 1-800-835-5095. Select "0#" to speak with a representative, and ask to be transferred to someone knowledgeable about the BrokerageLink.

As a reminder......

There is an initial investment requirement of at least $2,500.

There are three ways you can execute trades: via the Internet, the automated Voice Response System or with a Fidelity representative. All trades over the Internet are $10.95 per trade, starting with the first trade, according to the Silver commission schedule.  See the Bronze commission schedule for other types of trades.

There are over 3,000 mutual funds, individual stocks and bonds available. Some will have a transaction fee or load, others will not. Fidelity funds through the BrokerageLink (including the Select Funds) have no transaction fee or sales load.

PLEASE CALL FIDELITY (1-800-835-5095) WITH ALL OF YOUR BROKERAGELINK QUESTIONS.

This page updated on 7/1/2007

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