FundCIRCUIT

Overview
FundCIRCUIT, Bear Stearns' Mutual Fund No-Transaction Fee (NTF) Program, allows you to buy, sell and exchange no-load and load-waived mutual funds without incurring ticket charges. This program is an easy, cost-effective way to diversify your clients' portfolios. With over 1,700 funds available, FundCIRCUIT offers diversity and convenience. Qualified advisors may also purchase a variety of load funds at net asset value.

Designed for maximum flexibility, the program allows you to trade FundCIRCUIT funds in the same brokerage account with stocks, bonds and other holdings.

Other benefits include:

  • Dollar cost averaging and dividend reinvesting
  • Ability to trade across multiple fund families in a single account
  • Low minimum initial purchase
  • Consolidated monthly statements and year-end 1099

If you are active or interested in fee-based business, choose FundCIRCUIT for a simple and effective way to offer your clients an alternative to traditional commission products.

Please contact Alana Rancourt for further information:

Alana Rancourt
Product Development
Global Clearing Services
Phone: (212) 272-7551
Fax: (917) 849-0670
arancourt@bear.com