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Mutual Funds » Download Information/Literature Center

Download Information/Literature Center


Use our Virtual Assistant to help you find the necessary forms
New Account Forms Prospectus/SAI Shareholder Forms Distribution/Tax Fact Sheets/Other
Tocqueville Funds
New Account Application - Regular
New Account Application - Entity
IRA Application - Traditional, ROTH, SEP & Simple
IRA Transfer Form
Coverdell Education Savings Application
IRA & Coverdell Disclosure Statement and Custodial Agreement
Money Market Forms
New Account Application - Regular
IRA Application - Traditional, ROTH, SEP & Simple
IRA Transfer Form
Tocqueville Funds
Prospectus - 2/28/2020
SAI - 2/28/2020
Annual Report - Oct. 31, 2020
Semi-Annual Report - April 30, 2020
Quarterly Investor Guide
Portfolio Holdings – September 30, 2020
Money Market
Prospectus - First American Money Market Funds
Existing Shareholder Forms
Additional Investments by Mail Form
Redemption Form
Account Options Change Form
Address Change Form
Checkwriting Signature Card
IRA Beneficiary Addition/Change Form
IRA/Qualified Plan Distribution Request Form
Limited Power of Attorney Form
Registration Change Form
Transfer on Death (TOD) / Paid on Death (POD) Designation Form
Certification of Beneficial Owners
Cost Basis Election
Required Minimum Distribution
Beneficiary Payout Form for IRA Assets
Name Change Form
Reregistration and Redemption Options Form
Annual Distributions
2020 Distributions
2019 Distributions
Special Distribution 2019 - TOPHX and TSELX
2018 Distributions
2017 Distributions
2016 Distributions
2015 Distributions
2014 Distributions
Other Tax Information
2020 Tax Guide
2019 Tax Insert
2018 Tax Insert
2017 Tax Insert
2016 Tocqueville Trust Tax Details
2015 Tocqueville Trust Tax Details
2014 Tocqueville Trust Tax Details
2013 Tocqueville Trust Tax Details
2012 Tocqueville Trust Tax Details
Tocqueville Funds Family Fund Fact Sheet
Tocqueville Fund
Opportunity Fund
Phoenix Fund
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© 2017 Tocqueville Asset Management L.P.

Tim Steele is an artist living in New York City and the founder of Tim Steele Design. As a career artist, he has also expanded into the related disciplines of interior design and contemporary structures. 
 

With solo and group exhibitions spanning 20 years, Tim’s abstract pieces are shown in galleries, public spaces and in private collections around the world. An extension of his painting, his interior work includes NYC apartments, private homes, executive offices and entire commercial floors. With an interest in utilizing recycled and new materials, Tim is also creating modular structures that are based on shipping containers.

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Artwork: Tim Steele, New York NY