How to Invest

 

Please read the Prospectus carefully before you invest. You may open an account directly with the Fund, or invest through your financial adviser:

Applications:

PDF Regular Account Application
PDF IRA Application
PDF IRA Transfer Form
PDF IRA Disclosure Statement

 

If you are investing directly in the Fund for the first time, you will need to establish an account by completing a Shareholder Account Application. To establish an IRA, please complete an IRA Application. You may also set up an Automatic Investment Plan to have funds invested directly from your bank account on a regular basis.

To invest by check:

  1. Please fill out the appropriate account application
  2. Make your check payable to the Dearborn Partners Rising Dividend Fund
  3. Make sure your application is signed
  4. Mail your application and check to address on top of application (regular or overnight address)

To invest by wire:

  1. Please fill out the appropriate account application
  2. Call 888.983.3380 for wiring instructions
  3. Make sure your application is signed
  4. Mail your application to address on top of application (regular or overnight address)

For automatic investment plans:

  1. Please fill out the appropriate account application
  2. Fill out Automatic Investment Plan (AIP) section of application
  3. Make your check payable to the Dearborn Partners Rising Dividend Fund
  4. Include a voided personal check
  5. Make sure your application is signed
  6. Mail your application and check to address on top of application (regular or overnight address)

Mail your completed application and check to:

Regular Mail:
Dearborn Partners Rising Dividend Fund
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701

Overnight Mail:
Dearborn Partners Rising Dividend Fund
c/o U.S. Bancorp Fund Services, LLC
615 East Michigan Street, 3rd Floor
Milwaukee, WI 53201-0701

 

Please don’t hesitate to contact us at 888.983.3380 with any questions, comments or anything you may need help with.

Mutual fund investing involves risk. Principal loss is possible.

Automatic Investment Plans do not assure a profit, nor do they protect against a loss in declining markets.

The Dearborn Partners Rising Dividend Fund is distributed by Quasar Distributors, LLC.