Shareholder Services
877.832.6952
  Literature
   Fund Facts
 

TICKER
TEAMX

CUSIP
92046l502

INCEPTION DATE
12/21/2009

LITERATURE
Annual Report
Semi-Annual Report
Fact Sheet
Account Application
Prospectus
XBRL

MINIMUM INITIAL
INVESTMENT

$5,000 for General Accounts
$1,000 for Retirement Accounts
$1,000 for UGMA/UTMA

SUBSEQUENT INVESTMENTS
$100 or more

LOAD
None

DIVIDENDS
Paid quarterly

ADVISOR
TEAM Financial Asset
Management, LLC

QUESTIONS
877.832.6952

 
 

Fund Information

Annual Report
Semi-Annual Report
Prospectus
Statement of Additional Information
Fund Fact Sheet
XBRL

General Applications, Forms and Disclosures
General Application
Automatic Investment Program (AIP-SWP) Form
Financial Disclosure Form
Gift Transfer Form
Patriot Act Supplement
Transfer on Death (TOD) Form
Trust Certification Form

Health (HSA) & Education (ESA) Savings
Applications and Disclosures
Coverdell/EducationSavings/Health Savings Custodial Account Disclosure
Coverdell IRA Application
Educational Savings Account (ESA) Application

Educational Savings Account (ESA) Change of Designation Form
Educational Savings Account (ESA) Distribution Form
Educational Savings Account (ESA) Transfer Request Form
Health Savings (HSA) Application
Health Savings Custodial Account Disclosure
Health Savings HSA Change of Beneficiary Form
HSA Direct Rollover
HSA Transfer Request Form
HSA Distribution Form

Retirement Applications and Disclosures
Direct Rollover Request Form
IRA Change of Beneficiary Form
IRA Distribution Form
IRA Transfer Form
Roth IRA Application
Roth Individual Retirement Custodial Account Disclosure
Simple IRA Application
Simple Individual Retirement Custodial Account Disclosure
Traditional / SEP IRA Application
Traditional / SEP IRA Custodial Account Disclosure
403b Change of Beneficiary Form
403b Distribution Request Form

 


You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 877- 832-6952 . Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

The fund may invest in foreign securities which involves greater volatility and political, economic and currency risks and differences in accounting methods.

Distributed by Unified Financial Securities, Inc., 2960 North Meridian Street, Suite 300, Indianapolis, IN 46208. (Member FINRA)

© 2009 TEAM Asset Strategy Fund