OTHER INVESTMENT SERVICES
Automatic Investment Plan
Allows you to make regular monthly or quarterly investments directly from your checking account. A $25.00 minimum monthly contribution ($75.00 quarterly) is required in order to establish this option. To sign up for this service, download the Services for Your Account application or contact our Shareholder Service Center at 800 523-1918.
Combined Purchases Privilege
Classes A, B and C non-money market shares and Premium Fund shares already owned may be combined to reduce the front-end sales charge for additional purchases of Class A shares. Purchases may also be combined with other family members' accounts to reach sales charge breakpoints. For more information, contact our Shareholder Service Center at 800 523-1918 or your financial advisor.
Delaware Dividend Maximizer1
Automatically reinvest dividends and/or distributions into any other existing fund account in Delaware Investments without a sales charge or extra transaction fee. For more information, contact our Shareholder Service Center at 800 523-1918 or your financial advisor.
Direct Deposit Purchase Plan
Automatically invest pre-authorized government or private recurring payments (i.e., Social Security checks, private payroll check, pension payouts, etc.). A $25.00 minimum monthly contribution is required in order to establish this option. For more information, contact our Shareholder Service Center at 800 523-1918 or your financial advisor.
Free Exchange Privilege
Exchange shares within Delaware Investments family of funds with no sales charge and no extra transaction fee. Conditions apply.1 For more information, contact our Shareholder Service Center at 800 523-1918 or your financial advisor.
Letter of Intention
Purchases of Class A shares over a 13-month period may be aggregated to obtain a reduced front-end sales charge. (Not applicable to Class B or Class C funds.) May be used with the Combined Purchase Privilege. For more information, contact our Shareholder Service Center at 800 523-1918 or your financial advisor.
MoneyLinesm Direct Deposit
Allows you to have dividends/capital gain distributions and systematic withdrawal payments of $25.00 or more deposited directly to your bank account. Delaware Investments does not charge a fee for this service, however your bank may. This service is not available for retirement plans. Ten days notice is required before the service can be activated. To sign up, download the Services for Your Account application or contact our Shareholder Service Center at 800 523-1918.
MoneyLine On Demandsm
Allows you or your financial advisor to make purchases and redemptions:
- Online through Account Access
- By phone with Delaphone, Delaware Investments' 24-hour automated phone service
- By phone through the Shareholder Service Center
With MoneyLine on Demandsm, you can electronically transfer assets from your bank account to your Delaware Investments account(s). The funds transfer through the Automated Clearing House (ACH) system, a process that normally takes two to four business days.
Redemptions and deposits are processed at your predesignated bank account on the same day if you make your request before 4:00 p.m., Eastern Time. There is a $25.00 minimum and a $100,000.00 maximum for all redemptions and purchases. For IRAs, MoneyLine On Demandsm is available for purchases only.
We suggest that you confirm your bank's ability to accept these transactions and inquire about any fees your bank may charge. If you need funds expedited, you can receive your transfer the next business day via a Federal Funds Wire, for which Delaware Investments charges $7.50.
To sign up for this service, download the Services for Your Account application or contact our Shareholder Service Center at 800 523-1918.
Reinvestment Plan
Dividends and/or distributions can be automatically reinvested at current NAV. For more information, contact our Shareholder Service Center at 800 523-1918 or your financial advisor.
Reinvestment Privilege2
Proceeds from a redemption of Delaware Investments fund shares may be reinvested within one year after liquidating shares without paying a front-end sales charge. Proceeds may also be reinvested into any other Delaware Investment fund with no front-end sales charge. Reinvestment privileges apply to only those invested in Class A and B shares. For more information, contact our Shareholder Service Center at 800 523-1918 or your financial advisor.
Right of Accumulation
Combine the value of shares currently owned in Class A, B and C shares of Delaware Investment funds with the dollar amount of new purchases of Class A shares for a reduced front-end sales charge on those shares. For more information, contact our Shareholder Service Center at 800 523-1918 or your financial advisor.
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. A $25.00 minimum monthly contribution ($75.00 quarterly) and a minimum account balance of $5,000 is required in order to establish this option. No minimum balance for retirement plans. Some restrictions apply to Class B and C shares. See your prospectus for details. To sign up for this service, download the Services for Your Account application or contact our Shareholder Service Center at 800 523-1918.
Telephone Exchange Privilege1
Authorize share exchanges (accounts must be identically registered) over the telephone. For more information, contact our Shareholder Service Center at 800 523-1918 or your financial advisor.
Wealth Buildersm 2
Authorize automatic monthly exchanges from one fund to another. A monthly minimum of $100 per fund is required in order to establish this option. 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 or contact our Shareholder Service Center at 800 523-1918 or your financial advisor.
Wire Redemption Option
Authorize redemptions to be wired from your bank account. There is a $7.50 bank wire fee for exercizing this option. For more information, contact our Shareholder Service Center at 800 523-1918 or your financial advisor.
|
