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Manage your account with tailored features
Are you maximizing your investment opportunites? If you're not sure, check out the services offered by Delaware Investments.
To sign up for any of these account features, complete the Account Services form. For more information about any of these services, contact our shareholder service center at 800 523-1918 or e-mail them at service@delinvest.com (you should receive a response within one business day). Representatives are available to answer your questions Monday through Friday from 8 a.m. to 7 p.m., Eastern time.
Additional information can be obtained from your financial advisor or by reading your fund's prospectus.
Account features to purchase, redeem, or exchange shares
Automatic investment plan
Make regular monthly or quarterly investments directly from your checking account. The minimum monthly contribution is $25 ($75 quarterly).
Delaware dividend maximizer1
Automatically reinvest dividends and distributions from your fund into any other existing Delaware Investments account without sales charge or extra transaction fee.
Direct deposit purchase plan
Automatically invest preauthorized government or private recurring payments (i.e., Social Security checks, private payroll check, pension payouts, etc.). The minimum monthly contribution is $25.
MoneyLineSM direct deposit service
Deposit dividends/capital gains distributions and systematic withdrawl payments of $25 or more directly to your bank account. Delaware Investments does not charge a fee for this service; however, your bank may. Ten days' notice is required before the service can be activated.
The on demand serviceSM
Allows you or your financial advisor to make purchases and redemptions online through Account Access, by phone with Delaphone, our automated 24-hour phone service, or by phone through the shareholder service center. Funds are transferred electronically from your bank account to your Delaware Investments account on the same day if you make your request before 4:00 p.m., Eastern time. The minimum transfer amount is $25. The maximum is $100,000. Delaware Investments does not charge a fee for this service; however, your bank may.
Reinvestment plan1
Automatically reinvest dividends and distributions at current net asset value (NAV).
Systematic withdrawal plan
Authorize a monthly or quarterly redemption from your account and have it sent to your address of record, your bank, or a third-party payee. There is a $25 minimum monthly redemption ($75 quarterly) and a $5,000 minimum account balance. Some restrictions apply to Class B and C shares. See your prospectus for details.
Telephone exchange privilege1
Authorize share exchange (accounts must be identically registered) over the telephone. See your prospectus for details.
Wealth builderSM2
Authorize automatic monthly exchanges from one fund to another. The monthly minimum transfer amount is $100 per fund. New accounts can be opened with this option provided certain fund minimums are met. Investments under this option are exchanges and are subject to the conditions and limitations related to exchanges. See your prospectus for more information.
Wire redemption option
Authorize redemptions to be wired to your bank account. There is a $1,000 minimum for each wire redemption. A $7.50 bank wire fee may apply. Check with your bank for more information.
Account features to help you reduce or eliminate sales charges
Combined purchases privilege
Combine purchases from any share class (except money markets) made at the same time to qualify for a reduced front-end sales charge for additional purchases of Class A shares. Purchases may also be combined with other family members' accounts.
Letter of intent
Allows you to purchase Class A shares over a 13-month period and receive the same sales charge as if you had purchased all the shares at the same time. May be used with the combined purchases privilege.
Other account features
Free exchange privilege1
Exchange shares from your fund for shares of the same class in any other Delaware Investments fund and pay no sales charge.
Reinvestment privilege3
Reinvest proceeds after you redeem shares from your fund within one year and pay no front-end sales charge. Proceeds may be reinvested into any Delaware Investments fund. Applies to Class A and B shares only.
Rights of accumulation
Get reduced front-end sales charges on Class A share purchases. When you buy new Class A shares, the amount you purchase will be combined with the value of any existing Class A, B, and C shares you own (except money markets).
1Exchange or dividend reinvestments are permitted only between like classes of shares. Exchanges from money market funds to non-money market funds are subject to appropriate sales charges as described in the prospectus. All exchanges are subject to eligibility and minimum purchase requirements.
2Reinvestments from money market to non-money market funds are subject to appropriate sales charge.
3Reinvestment privilege not available for Class B, Class C shares, or for certain purchases of Class A shares involving a limited contingent deferred sales charge. Reinvestments from money market to non-money market funds are subject to appropriate sales charge.
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