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Investment Features Stocks Fixed-income Investments Annuities Mutual Funds*
Risk/return potential High Moderate Low (fixed); high (variable) Low, moderate, or high
Key objective Growth of capital Regular income Retirement income Multiple objectives
Suitability Aggressive growth investors Income-oriented investors Retirement investors Multiple suitability objectives
Time frame Short-, intermediate or long-term Intermediate or long term Long term Intermediate or long term
Issuer Corporations Government or corporations Insurance companies Mutual fund companies
FDIC insurance No No No No
Tax advantages###DISCLAIMER:2_0 Tax Advisor - 1### No Yes###DISCLAIMER:2_0 Bonds### (tax-free municipal bonds) Yes (tax-deferred growth) Depends on fund chosen
Easily traded without penalties Yes Yes No Depends on share type
Contact your Financial Advisor at UnionBanc Investment Services either by visiting the Investment Center located in your nearest branch or by calling 1-800-634-1100.

*Carefully consider the investment objectives, risks, and charges and expenses before investing in a mutual fund. A prospectus, which contains this and other important information, can be obtained from a UnionBanc Investment Services Financial Advisor or by calling 1-877-634-3890. Please be sure to read the prospectus carefully before investing.