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Mutual Fund Investor Services

You may purchase shares of the Funds through certain brokers, registered investment advisors and other financial institutions (“Authorized Dealers”).

In order to make an initial investment in a Fund, you need to open an account and an order will be processed upon receipt of payment.

To Open an Account

Step 1

Complete the Account Application [PDF]

Step 2

Mail your payment and Account Application to your Authorized Dealer. Your Authorized Dealer is responsible for forwarding payment promptly (within three business days) to the Fund.

The Funds will not accept checks drawn on foreign banks, third party checks, temporary checks, cash or cash equivalents; e.g., cashier’s checks, official bank checks, money orders, travelers cheques or credit card checks. In limited situations involving the transfer of retirement assets, a Fund may accept cashier’s checks or official bank checks.

 

For more information on how to buy shares, please call 800-526-7384.