Download Information/Literature Center
| 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 - 2/28/2021 |
|
| SAI - 2/28/2021 |
|
| Annual Report - Oct. 31, 2020 |
|
| Semi-Annual Report - April 30, 2020 |
|
| Quarterly Investor Guide |
|
| Portfolio Holdings – December 31, 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 Insert |
|
| 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 |
|
