Sunday, December 26, 2010


An SAI, or Statement of Additional Information, is a supplementary document to a fund's prospectus. The Statement of Additional Information contains more detailed information about a mutual fund, and is sometimes referred to as "Part B" of the prospectus. While it is good practice for investors to read this, good financial planners should study these documents as part of doing product due diligence before recommending the product to investors. Remember, research and information are important aspects of successful investing.

Synonyms: Statement of Additional Information, Investment statement, Prospectus, Disclosure documents

If you have any questions, or disagree with the definition, or if you have anything to add then please do add your comments in the box below.

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