Account Services

Account Statement Inserts

You have selected to view the most recent account statement inserts. You may select any insert(s) from the list to view and/or download in PDF format.
 

Title Description
Privacy and Security Notice This Privacy and Security Notice (the “Privacy Notice”) addresses the Legg Mason Funds’ privacy and data protection practices with respect to nonpublic personal information the Funds receive.
Legg Mason Trusted Contact Form Provide LMIS with a trusted contact to reach out to if we have concerns that the account holder is the victim of financial exploitation.
Shareholder Letter - LMIS Dealer 85000 for Liquidity Funds - Insert - Year-End 2018 Letter to be sent with annual statements to account holders in liquidity funds with LMIS as dealer of record.
Shareholder Letter - LMIS Dealer 85000 for Long-Term Funds - Insert - Year-End 2018 Letter sent with year-end shareholders statements to account holders that have LMIS as the dealer of record on the account.

Confirmation Messages

 Message
Class AYou may be eligible for breakpoint discounts based on the size of your purchase, current holdings or future purchases. The sales charge you paid may differ from the prospectus disclosed rate due to rounding calculations. Please refer to the prospectus, SAI or call 1-800-822-5544.
Class A, B, or COn selling your shares, you may pay a sales charge.  For the charge and other fees, see the prospectus.

Please contact Funds Investor Services at 800-822-5544, Monday through Friday 8:00am to 5:30 pm (ET) if you have any questions regarding the above inserts or confirmation messages.

IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

Carefully consider a fund’s investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.

FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call the Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information.