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Are you eligible for the PIMCO settlement check? And what should you do with it?

 

If you were invested in the PIMCO All Asset All Authority Fund from April 2011 through November 2017, you are eligible for a settlement check. PIMCO miscalculated the advisory fee waivers and is reimbursing all investors affected by this error. The reimbursement period is expected to end on March 13, 2020.

If you received a check from PIMCO regarding this management fee settlement, you can forward the check to our office: 3838 Camino del Rio North, Suite 365, San Diego, CA 92108. We will deposit the check into your respective account, if it is still open. You also have the option to cash the check, although we advise you to call your tax professional regarding potential tax consequences.

Keep in mind the check must be cashed within 90 days of the check date. It is important that the check(s) are cashed as soon as possible to ensure that you receive all the money that was allocated to you by PIMCO. Checks WILL NOT be honored after the 90 day issue date.

If you have lost your check or it was destroyed, go to Replace My Check for further information on how to stop payment and replace the original check.

For questions, please call our office at 619-255-9554.

 

Fee Only Fiduciary

 

Platt Wealth Management is a fee-only advisor helping clients acheive their financial goals. We offer customized financial advice, financial planning and investment management. If you would like to learn more about our services or get in touch for a consultation to review your current portfolio please give us a call. 619.255.9554.

We provide stand alone scenario based financial plans for a flat fee, retainer based and assets based investment management or a combination of both for full wealth management services.

We would love to learn more about you.

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