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Application Forms
To
download and view the text for these documents,
you must have Adobe Acrobat® Reader. You can download
Adobe Acrobat Reader
here.
If you have any difficulty, please right-click on
the link below and choose Save Target As or Save
Link As.
To obtain an application to purchase
shares of either Pearl Total Return Fund or Pearl Aggressive Growth
Fund, fill out a General Account Application, a New IRA Application
or an IRA Transfer Application, which can be printed out
from these links and then mailed to us:
Download General Account Application
(PDF: 45 KB, 2 pages)
Download Traditional and SEP IRA Application
(PDF: 262 KB, 8 pages)
Please also download complete
Financial Disclosure
Download Roth IRA Application
(PDF: 249 KB, 8 pages)
Please also download complete Financial Disclosure
Download Simple IRA Application
(PDF: 217 KB, 7 pages)
Please also download complete
Financial Disclosure
Download Coverdell Education Savings
Account Application
(PDF: 138 KB, 5 pages)
Download IRA Transfer Application
(PDF: 38 KB, 2 pages)
Download Automatic Investment Program
Application
(PDF: 186 KB, 1 page)
Please download and read
the prospectus carefully before investing. To view the Pearl
Mutual Funds Prospectus, please click on this link:
Download the Pearl Funds Prospectus
(PDF: 349 KB, 32 pages)
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