Forms & Applications

Regular Application - Used to establish many types of Prospector Funds non-IRA accounts such as individual, joint tenant, trust, custodian (UTMA, UGMA), or corporate registrations.

Entity Account Application - the purchase application that should be used by non-person (entity) shareholders.

Certification of Beneficial Owners - used to gather entity information when the entity application is not used (through gifting, retitling, etc.)

IRA Application - Used by the beneficiary of a deceased IRA account owner to establish an Inherited IRA with Prospector Funds. Please note, if you are transferring from another custodian you may also need the IRA Transfer of Assets/Direct Rollover Request Form.

Coverdell Educations Savings Account Application - Used to establish a Coverdale Education Savings account at Prospector Funds.

IRA Transfer Form - Used to request an IRA transfer of assets ("TOA") or a Direct Rollover from an existing retirement plan to your IRA at Prospector Funds.

IRA Disclosure Statement - Used to provide important information and disclosures regarding the various IRA accounts offered by Prospector.

Please refer to the prospectus for important information about the investment company. The funds objectives, risks, charges, and expenses must be considered and read carefully before investing. You may also obtain a hard copy of the prospectus by calling 1-877-734-7862.

Mutual fund investing involves risk. Principal loss is possible. Investing in the Prospector Funds involves special risks, including but not limited to, risks associated with investing in small and mid size companies, value investing, debt securities, foreign securities, restricted securities, and derivatives. Please refer to the prospectus for further details.

The Prospector Funds are offered to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Prospector Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

The Prospector Funds are distributed by Quasar Distributors, LLC