Bank Leumi USA makes available several money market mutual funds specially geared to customers who purchase Treasury securities and other short-term tax-advantaged investments.

These mutual funds represent an alternative to buying individual short-term securities, which can be tedious and time-consuming. Similar to individual securities like Treasury Bills or municipal securities, the funds available through the program offer safety of principal and tax-advantaged income, with the additional benefits of daily liquidity and no transaction costs.

How You Benefit

• Funds provide certain tax advantages.
• It's easy to invest. Shares can be purchased at any Bank Leumi USA branch through the Private Banker.
• Funds are no-load. There is no sales charge, so all your money is invested.
• Easy Exchange. Investments can be moved from one fund to the other on any business day – at no charge.
• Dividend Reinvestment. To take advantage of compounding, distributions may be automatically reinvested in additional fund shares, or distributions may be made in cash.
• Unlimited Redemptions. Shares may be redeemed as often as you like.
• Consolidated monthly statements are in an easy-to-read format.
  

Who Can Benefit

• Customers in high tax brackets who are in need of tax-free income.
• Customers who buy treasury securities.
• Conservative investors with liquidity needs.
• Customers interested in temporarily investing funds in a short term investment vehicle during periods of high market volatility.
  

For more information, contact the Private Banker in your branch, or call LeumiLines at

1-800-892-5430.

Fund shares:

There can be no assurance that the funds will be able to maintain a constant net asset value of $1.00 per share.  For more complete information contact a Private Banker for a prospectus. Clients must read the prospectus carefully before investing or sending money.

Securities and insurance products are offered through Leumi Investment Services Inc. (LISI), a wholly owned subsidiary of Bank Leumi USA and a member of FINRA/SIPC.

PRODUCTS OFFERED THROUGH LISI:

NOT FDIC INSURED / NO BANK GUARANTEE / MAY LOSE VALUE