TRACKING PROGRESS

Supported by informative reporting and tracking reports, as a Merrill Lynch Wealth Management client you will benefit from account statements and performance reports that provide details of your accounts. The statements and reports try and ensure that your asset allocation, risk management and overall investment strategies are on track to help you achieve your financial objectives.

The monthly statements and reports provided to you will include:

           a) Bank statements along with summary of transactions
           b) Copy of Mutual Fund Statement
           c) Investment Summary Statement
           d) Depository Statement (as applicable)

Merrill Lynch Online:

As Merrill Lynch Wealth Management client you would have secure web-based access to your recent reports and account statements. These would include access to:

• Summary of investment holdings including an option to calculate unrealized and realized gains/losses information

• Account activity history

• Historical account statements

• Global Market Data and News