How to Invest
You can open an account in the IPO Plus Fund online, by wire or by mail. The minimum initial investment is $5,000 for a regular account and $2,500 for an IRA. The minimum initial investment is reduced $1,000 if you also establish an automatic invstment plan. After you've opened your account, you can also invest by telephone.
Find out more about the
benefits to online investing.
You can also invest in the IPO Plus Fund through an account maintained with a securities broker or other financial institution. You may be charged a fee if you effect transactions through a securities broker or agent. Please read the prospectus before you invest.
Have Questions?
Call us toll-free at 1-888-IPO-FUND (1-888-476-3863) Monday-Friday.
Add to an Exisiting Account
- Read the Fund's Prospectus (available online)
- Complete the proper application(s)
- Mail the completed application with your investment.
If you are opening an IRA, Roth IRA or SEP IRA, please also read the
IRA Custodial Account and Disclosure Statement.
All prospectus and forms are available in our
Document Center.
Simply mail the completed application with your check made payable to the IPO Plus Fund to:
IPO Plus Fund
c/o Gemini Fund Services, LLC
4020 South 147th Street, Suite 2
Omaha, NE 68137
Before you open an account, please read the IPO Plus Fund's prospectus. If you are opening an IRA, Roth IRA or SEP IRA, please also read the
IRA Custodial Account and Disclosure Statement. The prospectus and Disclosure Statement are available at our Document Center. Then complete and mail the appropriate account application to the Transfer Agent. The Transfer Agent must receive your account application before any of the shares purchased can be redeemed. You should contact your bank (which will need to be a commercial bank that is a member of the Federal Reserve System) for information on sending funds by wire, including any charges that your bank may make for these services.Then call us toll-free 1-888-IPO-FUND (1-888-476-3863) to notify us of a wire transfer and to verify instructions. You will
be given a wire reference control number. Then wire funds care of UMB Bank N.A.:
First National Bank of Omaha
ABA#: 104000016
For Credit to: Renaissance Funds
DDA# 110198310
FBO: IPO Plus Fund
Name/Title on the Account
Account number
Send your check, made payable to the IPO Plus Fund, and the bottom tear-off portion of your account statement, to one of the addresses below. Make sure that your IPO Plus Fund account number is on your check. If you do not have the bottom tear-off portion of your account statement, please include the account name on the check as well.
If sending your check by regular mail:
IPO Plus Fund
c/o Gemini Fund Services, LLC
4020 South 147th Street, Suite 2
Omaha, NE 68137
Call toll-free 1-888-IPO-FUND (1-888-476-3863) to notify us of a wire transfer and to verify instructions. You will be given a wire reference control number. Then wire funds care of UMB Bank:
First National Bank of Omaha
ABA#: 104000016
For Credit to: Renaissance Funds
DDA# 110198310
FBO: IPO Plus Fund
Name/Title on the Account
Account number
Your completed New Account Application must be on file with the Transfer Agent before any of the shares purchased can be redeemed. You should contact your bank (which will need to be a commercial bank that is a member of the Federal Reserve System) for information on sending funds by wire, including any charges that your bank may make for these services. Please note that wires may be rejected if they do not contain complete account information.
Call toll-free 1-888-IPO-FUND (1-888-476-3863) to make your purchase from a checking or money market account by electronic funds transfer. Specify name, address and IPO Fund account number.
Telephone transactions may not be used for initial investments. Your IPO Plus Fund account must already have banking information established prior to initiating telephone transactions. Only bank accounts held at domestic financial institutions that are Automated Clearing House (ACH) members can be used for telephone transactions. Your shares will be purchased at the net asset value determined as of the close of regular trading on the date that the Transfer Agent receives payment for shares purchased by electronic funds transfer through the ACH system. Most transfers are completed within three business days after your call to place the order. To preserve flexibility, the IPO Fund may revise or remove the ability to purchase shares by phone, or may charge a fee for such service, although currently, the IPO Fund does not expect to charge a fee.
The IPO Fund will employ reasonable procedures to confirm that instructions communicated by telephone are genuine. Such procedures may include requiring some form of personal identification prior to acting upon telephone instructions, providing written confirmations of all such transactions, and/or tape recording all telephone instructions. Assuming procedures such as the above have been followed, the IPO Fund will not be liable for any loss, cost or expense for acting upon an investor's telephone instructions or for any unauthorized telephone redemption. As a result of this policy, the investor will bear the risk of any loss unless the IPO Fund has failed to follow such procedure(s).
Have Questions?
Call us toll-free at 1-888-IPO-FUND (1-888-476-3863) Monday-Friday.