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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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Exchange
your Mutual Fund
Depending
on the options you have on your account, you may have the ability to exchange
online, via chat, or by phone. Otherwise, you must send us a form to complete
the request.
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To
complete an exchange with a phone representative, chat representative, or online
account, your account must contain the option. If your account does not have this option and
you would like it, please complete our Account Options Form online, or you can fill, print and mail it here.
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There
may be a maximum on the amount of exchanges you can request in a given year – Please
refer to the prospectus
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The transaction I want
to process is a…
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Instructions and forms I
need…
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What else I need to
know…
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Exchange from my current
mutual fund into new or existing mutual fund
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Exchange online –
Please login to your account online
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Exchange with a
Chat Representative – Please chat with us for assistance using the link to
the left
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Exchange with a
Phone Representative – Please call us at the number to the left
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Exchanging from a taxable
(non-retirement) account will generate a 1099-B Tax Form. There may be a taxable
gain or loss on your investment
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Exchanging from an
IRA will not generate a tax form.
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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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