Menu
Select and print the form you need, then return it to Shareholder Services.
Grandeur Peak Funds
PO Box 541150
Omaha, NE 68154
Grandeur Peak Funds
4221 N 203rd St, Suite 100
Elkhorn, NE 68022
To change a name, an address, telephone privileges, distributions, or bank information.
To change your account options or provide general instructions
To place a redemption or exchange request within your account
To select or change the cost basis method for your account
To request a one-time distribution, establish a Systematic Withdrawal Plan (SWP) or request a conversion or recharacterization
To transfer or rollover funds from a qualified plan into your Grandeur Peak IRA account
To add or modify bank information to your IRA account to authorize purchase and redemptions
To add or change beneficiaries on a retirement account
To designate or change Transfer on Death (TOD) beneficiaries on your account
To establish an Automatic Investment Plan (AIP) on your account
To establish a Systematic Withdrawl Plan (SWP) on your account
Select and print the form you need, then return it to Shareholder Services via the addresses listed above.
To open an Individual, Joint, UTMA, Trust, Entity, or Estate account
To open a new Traditional IRA or Roth IRA
To transfer or rollover funds from a qualified plan into your Grandeur Peak IRA
Transfer of non-qualified (non-IRA) assets
To open a new SIMPLE IRA
To open a new Education Savings Account (ESA)
©2024 Rondure Global Advisors, LLC. All rights reserved.
An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click the link to obtain a prospectus for the Rondure Funds, which contains important information about risk factors and disclosures, or call 1.855.775.3337. Read the prospectus carefully before investing in the Rondure Funds.
IMPORTANT RISKS
Any investing, including in mutual funds, involves risks and loss of principal is possible. Investing in international or global funds, small- or micro-cap funds, or related strategies will be more volatile and the risk of principal loss could be greater than investing in domestic, large-cap or more diversified funds or strategies. Investing in foreign securities also entails special risks, such as currency fluctuations and political uncertainties, which are described in more detail in the prospectus. Investments in emerging markets are subject to greater risk than investments in the United States or in foreign countries with more established economies and securities markets.
Rondure Funds are distributed by Northern Lights Distributors LLC. Member FINRA/SIPC.
Investment advisory services for the Rondure Funds and related separately managed accounts are provided by Rondure Global Advisors, LLC, a federally registered investment adviser. Northern Lights Distributors LLC is not affiliated with Rondure Global Advisors, LLC.
The adviser’s judgments about the growth, value or potential appreciation of an investment may prove to be incorrect or fail to have the intended results, which could adversely impact the Fund’s performance and cause it to underperform relative to other funds with similar investment goals or relative to its benchmark, or not to achieve its investment goal.
Diversification does not ensure a profit or guarantee against loss.
Past performance is no guarantee of future results.
Value investing involves buying stocks that are out of favor and/or undervalued in comparison to their peers or their prospects for growth. Typically, their valuation levels are lower than those of growth stocks.
Grandeur Peak Global Advisors is an equity partner of Rondure and provides all back- and middle-office functions for Rondure via a shared services agreement. These services include operations, trading, compliance, IT and legal.