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Planned
Investment Program
If you have
a checking or savings account with a bank, you may purchase Class
A, Class B, or Class C Shares automatically through regular deductions
from your bank account in amounts of at least $50 per month.
You may establish a Planned Investment Program through
the following ways:
- "View Your Account" section of the website (see
Home Page)
- Completing the appropriate section of the application
(see "Open an Account" on the Home Page
or click on "Application" on
the side bar of the website)
- Calling 1-800-622-FUND (3863)
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Systematic
Exchange Program
The Systematic
Exchange Program allows you to exchange your existing A, B, or C
Shares of an Armada money market fund for any other Armada fund
of the same class automatically. Exchanging in this manner will
reduce the average cost per share of a non-money market fund.
Because
purchases of A Shares of non-money market funds may be subject to
an initial sales charge, it may be beneficial for you to execute
a Letter of Intent indicating an intent to purchase A shares in
connection with this program (see "Letter of Intent"
information below). If you would like to exchange B or C Shares,
you must exchange them within six or twelve months from the date
of purchase.
You may establish
a Systematic Exchange Program through the following ways:
- "View Your
Account" section of the website (see Home
Page)
- Completing
the appropriate section of the application (see "Open an Account"
on the Home Page or click on "Application"
on the side bar of the website)
- Calling
1-800-622-FUND
(3863)
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Systematic
Withdrawal Plan
If you have at least
$1,000 in your Armada account, you may use the Systematic Withdrawal Plan.
Under the Plan, you may arrange periodic automatic withdrawals of at least
$100 from any Fund. The proceeds of each withdrawal will be mailed to
you by check or, if you have a checking or savings account with a bank,
electronically transferred to your account. There will be no deferred
sales charge on systematic withdrawals made on Class B or Class C Shares,
as long as the amounts withdrawn do not exceed 10% annually of the account
balance.
You may establish
a Systematic Withdrawal Plan through the following ways:
- "View Your
Account" section of the website (see Home
Page)
- Completing
the appropriate section of the application (see "Open an Account"
on the Home Page or click on "Application"
on the side bar of the website)
- Calling
1-800-622-FUND (3863)
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Check
Writing Privileges for Money Market Funds
To apply for check
writing privileges on your investment in A Shares of any Armada money
market fund, complete the appropriate section and the signature card in
the account application (see "Open an Account" on the Home
Page or click on "Application"
on the side bar of the website).
Upon receipt of your
signature card, you will be sent checks for your account. The minimum
amount for a check written from your account is $100.
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Dividend Service
The Special Dividend
Service allows you to invest income and capital gains from one Armada
fund into another Armada fund account. You may establish the Special Dividend
Service by:
- Completing the
appropriate section of the application (see "Open an Account" on
the Home Page or click on "Application"
on the side bar of the website)
- Calling 1-800-622-FUND
(3863).
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Letter
of Intent
A Letter of Intent
allows you to purchase Class A Shares of a Fund over a 13-month period
and receive the same sales charge as if you had purchased all the shares
at the same time. The Fund will only consider the value of Class A
Shares sold subject to a sales charge. As a result, shares of the Class
A Shares purchased with dividends or distributions will not be included
in the calculation.
To be entitled to
a reduced sales charge based on shares you intend to purchase over the
13-month period, you must complete the appropriate section of the Fund
application (see "Open an Account" on the
Home Page or click on "Application"
on the side bar of the website). In calculating the total amount of purchases,
you may include in your application purchases made up to 90 days before
the date of the application. Please note that the purchase price of
these prior purchases will not be adjusted.
For more information,
please see the on-line Fund prospectus
or call shareholder services at 1-800-622-FUND (3863).
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Rights
of Accumulation
In calculating the
appropriate sales charge rate, the Rights of Accumulation allows you to
add the value of the Class A Shares you already own to the amount that
you are currently purchasing. The Fund will combine the value of your
current purchases with the current value of any Class A Shares you purchased
previously for:
- Your account
- Your spouse's
account
- A joint account
with your spouse
- Your minor children's
trust or custodial accounts
The Fund will
only consider the value of Class A Shares purchased previously that were
sold subject to a sales charge.
To be entitled to
a reduced sales charge based on shares already owned, you must ask
us for the reduction at the time of purchase by calling 1-800-622-FUND
(3683). You must provide your account number(s) and, if applicable,
the account numbers for your spouse and/or children (and provide
the children's ages).
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Combined
Purchase/Quantity Discount Privilege
When calculating
the appropriate sales charge rate, Armada Funds will combine same-day
purchases of Class A Shares (that are subject to a sales charge)
made by you, your spouse and your minor children (under age 21).
This combination also applies to Class A Shares you purchase with
a Letter of Intent. You must notify the Fund
of the purchases that qualify for this discount by calling 1-800-622-FUND
(3863).
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