|
| Price Information |
| |
| |
|
Wallace
Software |
|
| Minimum monthly fee when the on-line system is
used. |
$10.00/mo |
| On-line fee for Date of Death or Alternate Date. |
$1.55 ea |
| Distribution Date Cost Basis. |
$0.70 ea |
| Mortgage Backed Securities & CMOs. |
$3.00 ea |
|
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| |
|
Wallace
Historical CD (Includes Wallace Software) |
|
| Twelve
CD's per year with Wallace Software updates |
$1155 /yr |
| Four CD's per year with Wallace Software updates |
$780 /yr |
| Two CD's ROMs per year with Wallace Software updates |
$395 /yr |
| One CD per year with Wallace Software updates |
$265 /yr |
|
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| |
|
Mail
/ Fax in Securities |
|
| Stocks, Bonds, Mutual Funds,UITs. |
$4.25 |
| Mortgage Backed Securities, CMOs. |
$5.00 |
| Transfer Agents, Obsolete Securities, Name Changes. |
$8.50 |
| Same Day Service (per security). |
$6.50 |
| FAX Return Service (per page). |
$1.50 |
| Estate Handling Charge. |
$15.00 |
| Cusip Look-up (20 or more per estate). |
$10.00 |
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