Revenue Sharing, Shareholder Accounting, Inforce Contract and Unit Investment Trust Additional Compensation Disclosures

  • Revenue Sharing Disclosure (pdf)

    This section provides information on payments known as revenue sharing that Edward Jones receives from certain mutual fund companies, 529 plan program managers, insurance companies and retirement plan providers.

  • Shareholder Accounting Disclosure (pdf)

    This section provides information on payments that Edward Jones receives based on agreements that Edward Jones has entered into with mutual fund companies to perform shareholder accounting and/or Networking services.

  • Inforce Contract Service Disclosure (pdf)

    This section provides information on payments that Edward Jones receives based on agreements that Edward Jones has entered into with insurance companies to maintain technology and provide other administrative services in support of certain issued and outstanding insurance contracts.

  • Unit Investment Trust Additional Compensation Information (pdf)

    This section provides information on additional compensation, sometimes called a "volume concession," that Edward Jones receives from certain UIT sponsors.

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