Pioneer Investments: Shareowner Mailings


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Shareowner Mailings

Pioneer knows how important your investments are to you and is dedicated to keeping you well informed. Throughout the year, you will receive updates about account transactions, fund performance and policies as well as a variety of other useful information. Below is a summary of the mailings you may receive during the year.

Account and Confirmation Statements report purchases, redemptions, exchanges, transfers and all other transactions. You should keep all statements as part of your permanent records.

Tax Forms report or gather information about your account for income tax purposes. You should use and keep all of the tax forms you receive from Pioneer, since we report the same information to the Internal Revenue Service. The transactions you perform determine which forms you receive.

Account and Confirmation Statements

Item Mailing to Shareowners... When
Confirmation Statement With account transactions, including dividend and capital gains payments or reinvestments After each transaction (Automatic Investment and 403(b)/ORP plan purchases are confirmed quarterly)
Combined Account Statement With more than one Pioneer mutual fund account linked together First week of April, July, and October
Year-End Account Statement In all Pioneer funds Mid-January

Other Mailings

Item Mailing to Shareowners... When
Fund Reports In all Pioneer funds Twice a year for all funds
"Current" shareowner newsletter In all Pioneer funds Four times a year
Prospectus In all Pioneer funds Yearly
Required Minimum Distribution Notice With retirement accounts and who turned 70 1/2 in the previous year January
     

 

Before investing, consider the product's investment objectives, risks, charges and expenses. Contact your advisor or Pioneer Investments for a prospectus or summary prospectus containing this information. Read it carefully. To obtain a free prospectus or summary prospectus and for information on any Pioneer fund, please download it here.

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Securities offered through Pioneer Funds Distributor, Inc., 60 State Street, Boston, MA. 02109. Underwriter of Pioneer mutual funds, Member SIPC © 2014 Pioneer Investments.