What Every Investor Should Know About Mutual Funds 
 

Through the Northwestern Mutual Financial Network, your Financial Representative* has access to a wide range of mutual funds. Carefully consider the investment objectives, risks, expenses and charges of the investment company before you invest. A prospectus will contain this information and other important information that you should read carefully before you invest or send money.

Download Mutual Fund Investing at Northwestern Mutual Investment Services

The NMIS Client General Account Agreement outlines the terms and conditions of a NMIS Account.

Download the NMIS Client General Account Agreement

The FundVest™ Fund Family List includes the no-transaction-fee mutual fund programs that enable investors to buy, sell or exchange domestic, institutional, or offshore mutual funds.

Download FundVest™ Fund Family List

Specific funds within the fund families listed above may be excluded at the discretion of the participating fund company. Mutual funds are sold only by prospectus and all funds may not be available in all jurisdictions.
This guide will help plan sponsors and other trustees, as fiduciaries, understand the costs associated with their NMIS-affiliated qualified retirement plans.

Download Business Retirement Plan Investment Products at Northwestern Mutual Investment Services, LLC

Before you invest in any mutual fund, you should read the fund's prospectus and, if you have additional questions, talk to your Northwestern Mutual Financial Network Representative* to make sure you understand the mutual fund's multiple share class structure and corresponding expenses (including on-going expenses) on each class of share, conversion terms and volume discounts associated with the various classes of fund shares.

By educating yourself about your rights and obligations, you take the first step towards protecting your investment interests and actively contributing to achieving your financial objectives.

You should carefully consider the investment objectives, risks, expenses and charges of the investment company before you invest. Your Northwestern Mutual Investment Services Registered Representative can provide you with a prospectus that will contain the information noted above, and other important information that you should read carefully before you invest or send money.

The Northwestern Mutual Life Insurance Company, Milwaukee, WI, is neither a registered investment advisor nor a registered broker-dealer.

All securities are offered through Northwestern Mutual Investment Services LLC, (NMIS), Suite 600, 611 E. Wisconsin Avenue, Milwaukee, WI 53202, 1-866-664-7737. Member FINRA and SIPC. NMIS is wholly owned by Northwestern Mutual.

Additional Information 
 

Copyright © 2010 The Northwestern Mutual Life Insurance Company. All Rights Reserved.

"Northwestern Mutual” is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee WI (life insurance, disability insurance, and annuities) and its subsidiaries and affiliates. Long-term care insurance is issued by Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of The Northwestern Mutual Life Insurance Company. Securities and investment advisory programs are offered through Northwestern Mutual Investment Services, LLC (NMIS), a wholly-owned company of The Northwestern Mutual Life Insurance Company and a dually registered broker-dealer and investment adviser, member FINRA and SIPC. Investment advisory programs and trust services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a wholly-owned company of The Northwestern Mutual Life Insurance Company and limited purpose federal savings bank. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and representatives of such entities. Each Financial Representative represents one or more, but not necessarily all of the entities shown. The Northwestern Mutual Life Insurance Company is neither a registered investment adviser nor a registered broker-dealer.