How to Invest
The Free Enterprise Action Fund is available to U.S. investors only. An investor should consider the Fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the Free Enterprise Action Fund can be found in the fund's prospectus.
To obtain a prospectus, please call 1-800-766-3960 or click here. Please read the prospectus carefully before investing. Mutual fund investing involves risk, including possible loss of principal.
The Free Enterprise Action Fund is advised by Action Fund Management, LLC, which receives a fee for its services, and is distributed by Northern Lights Distributors LLC, which is not affiliated with Action Fund Management, LLC.
Instructions1. Opening an account/completing an investment application. You will need to open account with the Free Enterprise Action Fund, which is being distributed by BISYS Fund Services Limited Partnership. The Fund is not currently available through other brokerage firms. The minimum initial investment is $1,000. The minimum subsequent investment is $250.
Complete and send in the application for the type of account you would like to open. Instructions are printed on the forms.
2. Sending funds. You may send your investment either by check or by electronic funds transfer.
- Regular Account (Download)
- Individual Retirement Account (Download)
- Roth IRA (Download)
- Coverdell Educational Savings Account (Call Customer Service 1-800-766-3960)
By check. If you are sending funds by check, please make the check out to "Free Enterprise Action Fund" and send the check in with your with your application.The regular mail and overnight delivery address is:
Free Enterprise Action Fund
c/o Gemini Fund Services, LLC
4020 South 147th St., Suite 2
Omaha, NE 68137
Tel (for overnight delivery): 1-800-766-3960By electronic funds transfer. If you are sending funds by electronic transfer, please submit your application first and then call customer service (1-800-766-3960) to alert our representatives that your funds are being sent electronically.
Transfer funds to:
Huntington National Bank, 41 S. High St., Columbus, OH 43216
ABA 044000024
Free Enterprise General Acct
01892241212
Ref Fund/Acct
