How to Invest
To invest in one or more of the Activa Funds please follow these simple steps. If you have additional questions on how to establish an account please contact Activa's Shareholder Services Group, at
1(800) 346-2670, for assistance.
Step 1: Obtain and read the Funds' Prospectus. |
Step 2: Complete the Funds' shareholder Application. |
Step 3: Send your check and application. |
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Potential investors should read the Funds' prospectus carefully before investing or sending any money. The prospectus describes and provides detail on the Fund's investment objective and operating expenses. The Funds' prospectus is available on this site through the link below. You may also request a prospectus to be mailed to you by calling our Shareholder Services Group. |
You may view and print an application though the link above or obtain an application by calling the Shareholder Services Group. Please complete and sign the application. The Activa Value Fund also has many types of retirement accounts available. To obtain a retirement accounts application please contact the Shareholders Services Group. |
After reading the prospectus and completing the application you may send the application and check to the address below: Activa Value Fund Your initial investment check should be made payable to Activa Value Fund. Please note that the Fund does not accept money orders, cashiers checks or cash. |