Jordan Opportunity Investment Interest Form
Please fill out the form below, and we will send you the information that you have requested and a prospectus via email or regular mail. *Required Fields are marked.
| FUND FACTS |
| MINIMUM INVESTMENTS |
|
| Standard Accounts ………………………………………………………… $10,000 |
| Traditional and Roth IRA Accounts ……………………………………… $2,000 |
| Accounts and Systematic Investment Plans …………………………… $5,000 |
| MINIMUM ADDITIONAL INVESTMENTS |
|
| Standard Accounts …………………………………………………………….. $500 |
| Traditional and Roth IRA Accounts …………………………………………. $500 |
| Accounts and Systematic Investment Plans ………………………………. $250 |
|
All members of our customer service staff undergo a lengthy training process and have passed the NASD Series 6 exam. Our goal at the Jordan Opportunity Fund is to provide complete customer satisfaction through high quality staff and services.
* To ensure the security of your account, financial transactions and account inquiries cannot be handled by e-mail. Therefore, please do not include account-specific or personal information (such as Social Security number, account number, or account balance) in your e-mail correspondence.