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After
hours? Click to submit an inquiry.
Contact Us: 800-697-3863.
Monday through Friday 8:00 a.m. - 7:00 p.m. Central Time
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Add
or Update Systematic Plans with your Mutual Fund
Having
an Automatic Investment Plan (AIP), or Systematic Withdrawal Plan (SWP) on your
account is a convenient way of automating your investment movement.
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When
adding a new bank or changing a bank account on file we may require a Signature
Guarantee Stamp. To find out more about what it is and participating financial
institutions in the Signature Guarantee programs click here
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We
can accept a Financial Notary from a commercial bank in place of getting the
signature guarantee stamp. You must also include the contact information of the
bank representative that provided you the Notary (i.e. business card)
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I would like to…
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Instructions and Forms I
need…
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What else I need to
know…
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Add or update Automatic
Investment Plan (AIP)
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To establish your
Automatic Investment Plan – Please complete the Account Options Form
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Update with a Chat
Representative – Please chat with us using link to the left for assistance
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Update with a Phone Representative – Please call us
at the number to the left.
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To add or update
your bank account –
Please complete the Account Options Form
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Add or update Systematic
Withdraw Plan (SWP)
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To establish your Systematic Withdrawal Plan, please complete the Account Options Form
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Update with a Chat Representative – Please chat with
us using the link to the left for assistance
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Update with a Phone Representative – Please call us
at the number to the left.
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When adding a new
bank to set up your SWP you will need to obtain a Signature Guarantee Stamp
on the Account Options Form
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To find
participating financial institutions in the Signature Guarantee programs click here
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Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 800-697-3863 or visit http://www.tocquevillefunds.com/ for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.
Tocqueville and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Individuals should consult their tax and/or legal advisor for advice and information concerning their particular situation.
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