HOW TO INVEST
Please read the Prospectus carefully before you invest. You may open an account directly with the Fund, or invest through your financial adviser.
If you are investing directly in the Fund for the first time, you will need to establish an account by completing a Shareholder Account Application. To establish an IRA, please complete an IRA Application. You may also set up an Automatic Investment Plan to have funds invested directly from your bank account on a regular basis.
To invest by check:
- Please fill out the appropriate account application
- Make your check payable to the Bramshill Income Performance Fund
- Make sure your application is signed
- Mail your application and check to address on top of application (regular or overnight address)
To invest by wire:
- Please fill out the appropriate account application
- Call 1.877.BRAMS.18 or 1.877.272.6718 for wiring instructions
- Make sure your application is signed
- Mail your application to address on top of application (regular or overnight address)
For automatic investment plans:
- Please fill out the appropriate account application
- Fill out Automatic Investment Plan (AIP) section of application
- Make your check payable to the Bramshill Income Performance Fund
- Include a voided personal check
- Make sure your application is signed
- Mail your application and check to address on top of application (regular or overnight address)
*Periodic Investment Plans do not assure a profit or protect against loss in declining markets.
Mail your completed application and check to:
Regular Mail:
Bramshill Income Performance Fund
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, Wisconsin
53201-0701
By telephone:
877-BRAMS18 or 877-272-6718
Overnight Mail:
Bramshill Income Performance Fund
c/o U.S. Bancorp Fund Services, LLC
615 E. Michigan St., FL3
Milwaukee, WI
53202-5207
Please don’t hesitate to contact us at 201-708-8150 with any questions or comments.