Add or Update Systematic Plans with your Mutual Fund

• 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, please click here.

• 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 the notarization. A business card works well for this.

• To establish your Automatic Investment Plan, please complete an Account Options Form online or fill, print, and mail one here

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

• Update with a Phone Representative – Please call us at the number to the left

• To add or update your bank account, please complete the Account Options Form

• To establish your Systematic Withdrawal Plan, please complete an Account Options Form online or fill, print, and mail one here

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

• Update with a Phone Representative – Please call us at the number to the left

• When adding a new bank to set up your SWP, you will need to obtain a Signature Guarantee Stamp on the Account Options Form

• To find participating financial institutions in the Signature Guarantee programs, please click here

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.