DST Systems has consolidated breakpoint information in its DST Vision customer account platform for financial intermediaries. Offering information from 250 fund families representing 70% of third-party distributed funds, Vision now combines its breakpoint information on all of these funds in one center.

This information includes each fund company’s rights of accumulation policy, whereby fund firms will allow accounts or funds within a complex to be grouped together to qualify for breakpoints. It also includes investors’ letters of intent, whereby they have signed a document to let their fund firm know of future purchases that would qualify them for breakpoint discounts.

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