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