Direct Investing
Shares of Guinness Atkinson Funds may be purchased directly from us or through intermediaries like Charles Schwab, Fidelity, ETrade and others. We also make direct investing with us simple.
Just follow these three steps:
Step 1: Read Fund Information
Please read the applicable Prospectus before investing. Choose from this list:
Step 2: Complete Your Application
Please print and complete the applicable application for the type of account you would like to open. Choose from:
New Regular Account Application IRA Account Application IRA Transfer Form Coverdell Educational Savings Account IRA & Coverdell Accounts Disclosure Entity Account Application Certification of Beneficial OwnersStep 3: Mail Your Application and Initial Investment
Please mail your completed, signed application along with your initial investment to us. Make checks payable to: “Guinness Atkinson Funds”.
c/o US Bank Global Fund Services
PO Box 701
Milwaukee WI 53201-0701
c/o US Bank Global Fund Services
615 E Michigan St Fl 3
Milwaukee WI 53202-5207
Note: Only U.S. persons are eligible to invest in the Guinness Atkinson Funds. If you are not a U.S. Person, please visit the Guinness Asset Management website for more information. If you are a U.S. Person living abroad, please request our investment kit by submitting your email address via the form below. Questions? Please call our shareholder servicing team at 1.800.915.6565
Brokered Investing
Guinness Atkinson Funds are available through more than 500 major brokerage firms, including those listed below.
The inclusion of these links is not an endorsement from any of these firms and does not represent a recommendation or solicitation to purchase or sell any securities. Additionally, the inclusion of these links does not represent an endorsement by Guinness Atkinson of any of these firms.
Request Investment Kit
Would you like an investment kit sent to you directly? Please complete this form and we will send one to you. You can also request one by calling 1.800.915.6565.
NOTE: Occasionally we will send via email special commentary and announcements regarding Guinness Atkinson and our funds. We do not send announcements unrelated to Guinness Atkinson & you may unsubscribe at any time.
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