HOW TO INVEST
To invest in the Chase Funds, complete the following steps:
1. Read the Chase Growth Fund and/or Chase Mid-Cap Growth Fund Summary or Statuatory Prospectus. Download these documents from the left column.
2. If you are opening an IRA account, you must also read the IRA & Coverdell Education Savings Account, Disclosure Statement & Custodial Account Agreement. Download the Disclosure Statement/Custodial Account Agreement (PDF)
3. Complete and submit the appropriate application for the type of account you would like to open.
4. Mail your completed application and a check for your initial investment of $2,000 ($1,000,000 for institutional class) or more to:
| Regular Mail: | Overnight or Express Mail: | ||
| Chase Funds c/o U.S. Bancorp Fund Services, LLC P.O. Box 701 Milwaukee, WI 53201-0701 |
Chase Funds c/o U.S. Bancorp Fund Services, LLC 615 East Michigan Street, Third Floor Milwaukee, WI 53202 |
Note: The Fund is available through major brokerage platforms and may also be available through your existing brokerage account. Please check with your financial advisor. For information on Chase Investment Counsel Separate Accounts, please contact one of our partners or staff, e-mail sales@chaseinv.com.
Phone: 434.293.9104 Fax: 434.293.9002