Redeem your Mutual Fund Shares

• To complete a redemption with a phone representative, chat representative, online account, your account must contain the option. – If your account does not have this option, please complete our Account Options Form online or you can fill, print, and mail one here.

• When redeeming with a new method of delivery (new bank account, another address than what is on file, check made payable other than how your account is titled), we require a Signature Guarantee Stamp. To find out more about what it is and participating financial institutions in the Signature Guarantee programs, click here.

• Redeem online – Please log in to your account

• Redeem with a Chat Representative – Please chat with us using the link to the left for assistance

• Redeem with a Phone Representative – Please call us at the number above

• Redeem in Writing:
  
  
  • Utilize our Mutual Fund Redemption Form for taxable accounts
  
  
  • Utilize our IRA / Qualified Plan Distribution Request Form for qualified plan accounts such as IRA
  
  
  • Utilize our Required Minimum Distribution Form for IRA Required Minimum Distributions

• Redeeming from a taxable (non-retirement) account will generate a 1099-B Tax Form. There may be a taxable gain or loss on your investment.

• Redeeming from an IRA will generate a 1099-R Tax Form

• Redeeming from a CESA will generate a 1099-Q Tax Form

• There may be a redemption maximum you can request over the phone or online per trading day – Please refer to the prospectus.

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.