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- ADDITIONAL INFORMATION ON AIM:
-
- 1) COMMISSIONS (FEES) CHARGED BY BROKERS TO BUY AND SELL STOCK:
-
- DO NOT include commission charges in the CONTROL VALUE column.
- Brokerage commissions should be deducted from the MONEY FUND account. A
- separate column can be made on your AIM form to keep a running tally of
- each commission for later reference.
-
- 2) CREDITING STOCK DIVIDENDS:
-
- Stock dividends should added to the CASH FUND as they are received.
-
- 3) CREDITING INTEREST ON MONEY FUND:
-
- Earned interest SHOULD BE INCLUDED in the CASH FUND column each month.
-
- 4) TAXES:
-
- Taxes should NOT be paid from the CASH FUND. If you must withdraw money
- from the money fund to pay taxes then you must also sell an equal amount
- of stock. DO NOT adjust the CONTROL VALUE.
-
- 5) DEPLETED CASH FUND:
-
- If you run out of money to buy stocks from CASH FUND that's good! You
- may add additional cash from another source but be sure to add an equal
- amount in cash fund and stock purchases and increase CONTROL VALUE by
- the amount of added stock purchased.
-