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Auto-Invest
Investors can automatically deduct a fixed amount of $50 or more from their bank account every month or every quarter, and invest it directly into their PIMCO Funds or Allianz Funds account.
Auto-Withdrawal
Provided shareholders have an account balance of $10,000 or more, they can have monthly or quarterly withdrawals of $100 or more (less any applicable CDSC) sent directly to them by mail, to their bank account or to a third party.
eDelivery
Shareholders can now choose to receive PIMCO Funds and Allianz Funds prospectuses, reports and proxy statements electronically, eliminating the paper mailings they have received from us in the past. To enroll in the service, simply go to eDelivery.
Fund Link
Automatically links an investor’s PIMCO Funds and Allianz Funds accounts and bank accounts to make it easy to make investments or withdrawals by telephone.
Free Exchanges
Investors can make free exchanges among the PIMCO Funds and Allianz Funds. (These exchanges may be treated as taxable events.)
Timely Shareholder Communications
Shareholders receive regular mailings from Allianz Global Investors, including quarterly consolidated account statements and annual and semi-annual shareholder reports that include financial statements, Fund performance data, articles on mutual funds and financial planning, and portfolio manager outlooks.
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