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Take steps to build wealth
Want to make sure your portfolio is diversified? You can select any fund from the Delaware Investments family and open an account according to the investing guidelines below.
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Type of account: |
Minimum initial purchase |
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Mutual fund
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$1,000.00 |
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Uniform Gift/Transfer to Minors Act |
$250.00 |
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IRAs |
$250.00 |
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Automatic investment plans |
$250.00 |
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You can purchase additional fund shares at any time, however, there are minimum and maximum purchase requirements.
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Type of account: |
Minimum subsequent purchase |
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Mutual fund
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$100.00 |
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Uniform Gift/Transfer to Minors Act |
$25.00 |
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IRAs |
$25.00 |
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Automatic investment plans |
$25.00 |
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Type of account |
Maximum investment for
initial and subsequent purchases* |
Class shares |
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Any mutual fund |
$1,000,000 |
C |
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Account forms
Get access to the forms you need. To obtain any Delaware Investments form, you may:
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Download the
account form from the Delaware Investments Web site.
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Contact our shareholder service center at
800 523-1918.
Return the form to the address provided on the form itself. You may also fax your form to Delaware Investments, account services at 267 256-8992.
Opening a new account
Interested in opening a new mutual fund account? Simply complete a New account registration form.
Individual Retirement Accounts (IRAs)
Complete an Individual Retirement Account Registration form if you would like to:
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Open a Traditional or Roth IRA.
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Convert a Traditional IRA to a Roth IRA.
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Make a direct rollover from a retirement plan to an IRA.
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Transfer or consolidate your existing IRAs with Delaware Investments.
Adding account features and services
Complete an Account services form to add or change account features that allow you to:
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Set up automatic contributions to your account.
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Reduce sales charges.
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Select payment method for dividends and capital gain distributions.
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Make systematic withdrawals.
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Transfer funds directly from your bank account.
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Write checks.
*Effective at the close of business on May 31, 2007, no new or subsequent investments will be allowed in Class B shares of each Fund in the Delaware Investments® Family of Funds, except through a reinvestment of dividends or capital gains or permitted exchanges. Please see the prospectus for additional information.
*An investor may exceed maximum purchase limitations by making cumulative purchases over a period of time. In doing so, an investor should keep in mind that reduced front-end sales charges are available on investments of $100,000 or more in Class A shares, and that Class A shares:
(i) are subject to lower annual 12b-1 Plan expenses than Class B shares and Class C shares and;
(ii) generally are not subject to a CDSC.
For retirement plans, the maximum purchase limitations apply only to the initial purchase of Class B shares or Class C shares by the plan.
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