There are a few steps to investing in The McElvaine Investment Trust. If you want to invest with us directly, please follow the steps below. If you are investing with us through an advisor, please ask your advisor for the required forms.
Although The McElvaine Investment Trust is our primary fund, you may be aware that we also have a fund called McElvaine Fund Ltd. We are in the process of merging it with The McElvaine Investment Trust. Until we reach the required number of investors we are unable to proceed with the merger. In order to reach the required number of investors, we have set the purchase minimum for McElvaine Fund Ltd at $1,000. Please contact us directly if you would like information on how to invest in McElvaine Fund Ltd.
Investing in The McElvaine Investment Trust:
RRSP: If you wish to make your purchase in a McElvaine
RRSP, please use the application form below, and, if you are
transferring registered funds from another institution please also use
the registered transfer form. Please call our office if you need
assistance.
Application
& Declaration of Trust for McElvaine RSP
Registered
Investment Transfer Form
|
