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Leumi Investment Services Inc.

Securities and Insurance Products

Leumi Investment Services Inc. (LISI), Bank Leumi USA's brokerage firm subsidiary, offers you access to a wide range of securities and insurance products through the convenience of a single source.  Your licensed investment professional can provide you with the advice and guidance you need to successfully manage your portfolio.

 

LISI offers financial and business planning, investment services, and insurance products appropriate for both individuals and businesses.  LISI is a member of FINRA/SIPC.

LISI Products and Services include...

 
  • Financial and Estate Planning
  • Investment Management
  • Insurance Products
  • U.S. and Foreign Equities Options
  • Mutual Funds
  • Corporate, Municipal and Zero-Coupon Bonds
  • U.S. Treasury Bills, Notes, and Bonds
  • U.S. Agency Securities
  • Annuities
  • Israeli Investments
  • Emerging Markets Investments
  • Universal Investment Plans
  • Innovative Deposit Products

 

In the U.S., banking products and services are provided through Bank Leumi USA (BLUSA), and brokerage products and services are provided by Leumi Investment Services Inc (LISI). LISI is a member of FINRA (www.finra.org) and SIPC (www.sipc.org), and is a wholly-owned subsidiary of BLUSA.

 

All investors must carefully consider the risks, charges, fees, and expenses, review the prospectus or other offering information if applicable, and consider their personal financial situation and tolerance for risk before making any investment. The mutual fund or variable product prospectus will detail such expenses and costs, and a prospectus can be obtained from your LISI registered representative.

 

Certain products and services are not available to US residents and/or are offered through third party providers.

 

Withdrawals from annuities are subject to normal income tax and, if taken prior to age 59 ½, may be assessed a 10% tax penalty.  Foreign securities are subject to risks associated with currency exchange rates, different accounting and financial standards and political instability. Structured securities have restrictions and may be subject to significant fluctuations in value.

 

Non-deposit investment products offered through Bank Leumi USA and LISI are:

* Not insured by the FDIC or any other federal or government entity

* Not guaranteed by BLUSA, Bank Leumi le-Israel, B.M., or any other bank

* Subject to investment risks, including possible loss of the principal amount invested

REQUEST FOR OFFERING DOCUMENTS AND/OR PROSPECTUS ( FOR SECURITIES PURCHASERS)

THIS SERVICE IS RESTRICTED TO CUSTOMERS ONLY

If you are a customer who has purchased a bond (fixed income security) and wish to request a prospectus, please complete and print the attached form and either:

 

Fax to the attention of Treasury Operations Prospectus Delivery at 212-626-1317 -- OR -- scan and e-mail to prospectus@leumiusa.com