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Frequently Asked
Questions
How do I open an account with the fund?
Can I purchase the fund through my
broker?
Are there any sales charges or loads on
the fund?
What is the minimum investment?
I have a third party check I would like
to deposit into my account, how do I do that?
Can I setup automatic deposits into my
account?
How can I get balance and other
information about my account?
Can I purchase or redeem shares online?
I have a question not listed here...
How do I open an account with the fund?
Investing in a mutual fund involves risks. The first step is
to obtain and read the fund prospectus carefully. The
prospectus contains information on the investment objectives
and potential risks of investing in the Fund, as well as other
useful information. You can obtain a prospectus online by
clicking here, or if you would like a printed copy
mailed to you, click here and complete the online form.
Once you have read and thoroughly understand the prospectus,
you will need to complete an application and select the fund
or funds you wish to invest in. The completed application
(please remember to sign the application) can be mailed or
over-nighted to the fund with your check payable to The
Archer Funds to:
By Mail:
The Archer Funds
P.O. 6110
Indianapolis, IN 46206-6110
By Overnight:
The Archer Funds
C/O Unified Fund Services, Inc.
2960 N. Meridian St., Suite 300
Indianapolis, IN 46208-4715
If you would like to make your initial investment by Federal
Wire, you can FAX the completed application to 1-317-266-8756.
You will still need to mail in the original signed application
to the address above. Once the application has been faxed in
you can call 1-800-238-7701, and press 0 to speak to a
shareholder services representative. He/she will provide you
the wiring instructions that you will provide to your bank to
transfer the investment.
NOTE - IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A
NEW ACCOUNT
To help the government fight the funding of terrorism and
money laundering activities, federal law requires all
financial institutions to obtain, verify, and record
information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask
for your name, address ,date of birth, and other information
that will allow us to identify you. We may also ask for other
identifying documents or information.
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Can I purchase the fund through my broker?
At this time you can only open an account directly with the
fund. You can purchase the fund direct or you may use a
broker who carries the fund. Some examples are
Ameritrade, E*Trade and Scottrade, to name a few but not all.
NOTE - IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A
NEW ACCOUNT
To help the government fight the funding of terrorism and
money laundering activities, federal law requires all
financial institutions to obtain, verify, and record
information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask
for your name, address ,date of birth, and other information
that will allow us to identify you. We may also ask for other
identifying documents or information.
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Are there any sales charges or loads on the fund?
Each fund offers only No-Load shares to the public. No-load
shares are sold at net asset value without an initial sales
charge. That means that 100% of your initial investment is
placed into shares of the Fund.
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What is the minimum investment?
For regular investment accounts and Individual Retirement
Accounts (IRA) the minimum initial investment is $2000 ($250
for systematic investment plan participants) and the minimum
subsequent investment is $100.
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I have a third party check I would like to deposit into my
account, how do I do that?
Sorry, no third party checks. All purchases must be made in
U.S. dollars and checks must be draw on U.S. financial
institutions from an account baring the same name as the
investor in the fund. No cash, credit cards, or third party
checks will be accepted.
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Can I setup automatic deposits into my account?
Yes, you may purchase shares of the Funds through an Automatic
Investment Plan. The plan provides a convenient way for you to
have money deducted directly from your checking, savings, or
other account for investment in shares of the Funds. You can
take advantage of this by completing the Automatic Investment
Plan section of the account application. You may only select
this option if you have an account maintained at a domestic
financial institution which is an Automated Clearing House
(ACH) member for withdrawals under the plan.
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How can I get balance and other information about my
account?
You can call 1-800-238-7701 24 hours a day and take advantage
of the Funds automated voice response system. You can access
current fund prices, account balances, recent transactions as
well as dividend and tax information.
You can also access this information through this web site by
clicking here. If you are a new user, you will need to
complete a New Pin Request Form. Once completed your
password will be sent to you via US Mail. Using the Tax ID
(Social Security Number) on the account and the PIN you
received you can now access your account balances, transaction
history, statements, and tax documents.
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Can I purchase or redeem shares online?
Yes, if you have authorized online transactions on your
application and you have established an ACH Bank relationship
within your account, then you can purchase or redeem from/to
your bank account.
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I have a question not listed here...
Most questions are answered in the Fund's prospectus. If you
can not find your answers there please call 1-800-238-7701
during regular business hours. Press 0 to speak to a
Shareholder Services representative and he/she can help you
with questions.
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