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How do I open an account with the fund?
Investing in a mutual fund involves risks. The first step is to obtain and read the fund prospectus carefully. The prospectus contains information on the investment objectives and potential risks of investing in the Fund, as well as other useful information. You can obtain a prospectus online by clicking here, or if you would like a printed copy mailed to you, click here and complete the online form. Once you have read and thoroughly understand the prospectus, you will need to complete an application and select the fund or funds you wish to invest in. The completed application (please remember to sign the application) can be mailed or over-nighted to the fund with your check payable to TrendStar Investment Trust to:
By Mail:
TrendStar Investment Trust
P.O. 6110
Indianapolis, IN 46206-6110
By Overnight:
TrendStar Investment Trust
C/O Unified Fund Services, Inc.
2960 N. Meridian St.
Suite 300
Indianapolis, IN 46208-4715
If you would like to make your initial investment by Federal Wire, you can FAX the completed application to 1-317-266-8756. You will still need to mail in the original signed application to the address above. Once the application has been FAXed in you can call 1-888-747-4872, and press 0 to speak to a shareholder services representative. He/she will provide you the wiring instructions that you will provide to your bank to transfer the investment.
NOTE - IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT
To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask for your name, address ,date of birth, and other information that will allow us to identify you. We may also ask for other identifying documents or information.
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Can I purchase the fund through my broker?
You may also purchase shares in the Fund through participating brokers, dealers and other financial professionals. Currently the funds are available for purchase through Charles Schwab, Fidelity, TD Waterhouse, Pershing, Ameritrade, JP Morgan, HSBC Brokerage, National Financial Services, Inc., National Investor, KMS Financial Services, Inc., and Bidwell & Company. If you do not see your broker listed please call us at 1-888-747-4872 for more information.
NOTE - IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT
To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask for your name, address ,date of birth, and other information that will allow us to identify you. We may also ask for other identifying documents or information.
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Are there any sales charges or loads on the fund?
Each fund offers only No-Load shares to the public. No-load shares are sold at net asset value without an initial sales charge. That means that 100% of your initial investment is placed into shares of the Fund of your choice.
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What is the minimum investment?
For regular investment accounts the minimum initial investment is $2000 and the minimum subsequent investment is $100.
For IRA accounts, the minimum initial investment is $250 and the minimum subsequent investment is $100.
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I have a third party check I would like to deposit into my account, how do I do that?
Sorry, no third party checks. All purchases must be made in U.S. dollars and checks must be draw on U.S. financial institutions from an account baring the same name as the investor in the fund. No cash, credit cards, or third party checks will be accepted.
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Can I setup automatic deposits into my account?
Yes, you may purchase shares of the Funds through an Automatic Investment Plan. The plan provides a convenient way for you to have money deducted directly from your checking, savings, or other account for investment in shares of the Funds. You can take advantage of this by completing the Automatic Investment Plan section of the account application. You may only select this option if you have an account maintained at a domestic financial institution which is an Automated Clearing House (ACH) member for withdrawals under the plan.
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How can I get balance and other information about my account?
You can call 1-888-747-4872 24 hours a day and take advantage of the Funds automated voice response system. You can access current fund prices, account balances, recent transactions as well as dividend and tax information.
You can also access this information through this web site by clicking here. If you are a new user, you will need to complete a New Pin Request Form. Once completed your password will be sent to you via US Mail. Using the Tax ID (Social Security Number) on the account and the PIN you received you can now access your account balances, transaction history, statements, and tax documents.
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Can I purchase or redeem shares online?
Yes, if you have authorized online transactions on your application and you have established an ACH Bank relationship within your account, then you can purchase or redeem from/to your bank account.
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Can I move money from one fund into the other (make an exchange)?
Yes, you may exchange your shares of a Fund for the same share class of any other Fund without incurring any additional charges. An exchange involves the simultaneous redemption of shares of one Fund and the purchase of shares of another Fund at each Fund's respective closing NAV next determined after the request for exchange has been received and is a taxable transaction.
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I have a question not listed here...
Most questions are answered in the Fund's prospectus. If you can not find your answers there please call 1-888-747-4872 during regular business hours. Press 0 to speak to a Shareholder Services representative and he/she can help you with questions.
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