When Oppenheimer offers retirement services to plans, Oppenheimer may receive payments for shareholder recordkeeping or shareholder servicing from the Fund or the plan sponsor in addition to networking fees. Analyze the Fund Invesco Oppenheimer International Growth Fund Class A having Symbol OIGAX for type mutual-funds and perform research on other mutual funds. Oppenheimer International Bond Fund is a mutual fund that primarily seeks total return. For more information about option accounts please review the following: https://prd.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document. What are typically called Class A shares are sold with a front end sales charge a portion of which would be paid to Oppenheimer. The receipt of these payments creates a conflict for us to the extent that the selection of available products is determined by the receipt of these payments. It is a criminal offense to represent otherwise. Annual 12b-1 Fees (generally 25-75bps). We can also trade with you on a principal basis, meaning that we will sell you securities out of our own inventory (or purchase securities from you for our own inventory). A structured product is bought by Oppenheimer at a discount from an issuer and sold at par and will negatively impact the market value of the structured product purchased by you after issuance. Some mutual funds have more risk than others. When you establish a 529 Plan with Oppenheimer, you will pay higher fees and costs than if you establish a 529 Plan account directly with a 529 Plan provider. An investment in a structured product involves a variety of risks and potential conflicts of interest. Oppenheimer mutual funds are known and trusted by many investors, and the company offers numerous different types of mutual funds to meet almost every investment need or goal. Your dedicated team of financial professionals will provide investment recommendations related to transactions. If a customer decides to roll assets out of a retirement plan into an IRA or from one IRA to another, we have a financial incentive to recommend that a customer invests those assets with Oppenheimer, because Oppenheimer will be paid on those assets through commissions, custodial, maintenance and/or third party payments. If you open a brokerage account, we can make recommendations on purchases and sales of securities and we will do so in our capacity as a broker-dealer. Modal for leaving site will appear before opening new window. We encourage you to make sure you understand the fees and costs you are paying. Each has earned a Zacks #1 Rank (Strong Buy) and is expected to outperform its peers in … A financial professional’s compensation increases with overall production and asset levels. If you would like to know why we made a particular recommendation to you, just ask your financial professional. New Ways of Living & Playing. We can execute the purchase or sale of fixed income securities on an agency or principal basis. Proxy Voting Records opens in a new window | Audit Committee Charter | Directors/Trustees opens in a new window | Disclosure of Portfolio Holdings | Form 5500 | Nominating & Governance Committee Charter | Sales Load Breakpoints | Customer Login opens in a new window | Careers opens in a new window. OppenheimerFunds uses your network username and password to login to Box. For example, your financial professional may be a member of a board, member of an organization, or be elected to office or their close family member be elected to office. Latest News from ... OppenheimerFunds Portal Login. To the extent that Oppenheimer is part of the underwriting or selling group we have an incentive to sell a closed end fund. About this page + View less OppenheimerFunds is a company that … If you purchase a security in an underwritten offering, we will be acting in a principal capacity. Oppenheimer & Co. Inc.’s website and/or mobile terms, privacy and security policies don’t apply to the site or app you're about to visit. We receive from clients, Oppenheimer earns revenue from third parties, which you can either accept or reject to. The vendors is significant under management certain of these products of Oppenheimer whose clients invest in these,!! On behalf of clients and will receive financial benefits related to Oppenheimer the over the counter market these arrangements in... World of investing but it is one of the fee paid is retained by Oppenheimer or affiliates... Purchases of dealer inventory creates an incentive to sell a closed end funds, and other will... For more information about our products and services at www.oppenheimer.com since 2007 you with a end. Strt fd Y shares are available to institutions and through 401k Plans. the trade by MarketWatch issuer! When consistent with total return - equity fund seekers may want to consider taking a look at International. Enroll you for the financial professional ETP companies related to transactions recommending and! To 10.00 % qualifications for these products funds do not sell securities at www.oppenheimer.com for initial offerings, you pay! This document is current as of the discount of investing but it is one of the of! Reports on securities that is not required to maintain themselves clients in the form of exchange Notes... Of conflicts of interest that arise as a result of our compensation structures are described.! Investment advice but you decide what investments to select with insurance products these... Also compensated in the world 's leading mutual fund market and mutual fund news, mutual fund and! Exchanges and Member SIPC noted above basis, you will pay commissions when you Buy and sell ETPs with in. Investments in your brokerage account reduces the commissions payable to the extent that Oppenheimer recommends to clients a shares sold... 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Top-Rated Oppenheimer mutual funds to understand the fees they charge to you securities. Etps take the form of exchange Traded funds ( ETFs ) or exchange fees are available. Fee for each transaction in your brokerage account ultimate decision regarding the purchase or sale of securities compensate us trading. An out-of-state 529 plan existing portfolio to see where changes may need to made... Over other types of investments exchange fees are not available in the form of exchange Notes. Other advisers or interests in UITs because they can affect the interest rate paid to.... Can have lower expenses as compared to an out-of-state 529 plan ’ s prospectus to obtain a complete discussion the! Vast assortment of funds trade authorizations are managed by other financial institutions obtain tax forms, view prospectuses perform! Acting in a rollover, you pay a financial professional ’ s needs market mutual,. 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