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Prospectus and Statement of Additional Information

• Mirzam Capital Appreciation Fund Prospectus

• Mirzam Capital Appreciation Fund Prospectus Supplement

• Mirzam Capital Appreciation Fund Statement of Additional Information

• Mirzam Capital Appreciation Fund Financial Disclosure Form

• Mirzam Fund Fact Sheet

Annual and Semi-Annual Reports

• Annual Report
• Semi-Annual Report

Account Application

• Mirzam Capital Appreciation Fund General Application
  New account application instructions
  
  
• USA Patriot Act Form
  This form must be completed and returned along with an application.

IRA Account Disclosures

• Coverdell/Education Savings Custodial Account Disclosure
  
  
• Roth Individual Retirement Custodial Account Disclosure
  
  
• Simple Individual Retirement Custodial Account Disclosure
  
  
• Traditional SEP IRA Custodial Account Disclosure

IRA Retirement Accounts

• Traditional IRA or SEP IRA Application
  Use this application to open a new Traditional or SEP IRA account.
  
  
• Roth IRA Application
  Use this application to open a new Roth IRA account.
  
  
• Simple IRA Application
  Use this application to open a new Simple IRA account.
  
  
• IRA Direct Rollover Form
  Use this form to facilitate the direct rollover of assets between a tax-qualified plan and a Traditional or Roth IRA. Do not use this form to facilitate a rollover or direct transfer of assets between IRAs. You will need to complete a Traditional or Roth IRA Account Application if you do not already have an account established.
  
  
• IRA Distribution Form
  Complete the IRA Request for Distributions Form to request a one time or systematic distribution from your IRA.
  
  
• IRA Transfer Form
  Use this form to facilitate the transfer Traditional, Roth, SEP, or Simple IRA assets from one IRA Trustee/Custodian/Issuer to an Mirzam Capital Appreciation Fund IRA account. Do not use this form to facilitate a rollover of assets from an employer-sponsored qualified plan or to convert Traditional, SEP or SIMPLE IRA assets to a Roth IRA. Please complete a new account application if you do not already have an account established.
  
  
• IRA Change of Beneficiary Form

Coverdell ESA Accounts

• Coverdell ESA Application
  Use this Coverdell ESA Application to open a Coverdal ESA Account.
  
  
• Coverdell ESA Change of Designation Form
  Use this Coverdell ESA Change of Designation Form to designate or change designations for the Designated Beneficiary, Death Beneficiary or Responsible Individual associated with an existing Coverdell Education Savings Account (ESA).
  
  
• Coverdell ESA Distribution Request Form
  Use this Coverdell ESA Distribution Request Form to request a distribution from a Coverdell Education Savings Account (ESA).
  
  
• Coverdell ESA Transfer Request
  Use this Coverdell ESA Transfer Request Form to move ESA assets from one Coverdell ESA to another. You will need to complete a New Account Agreement if you do not already have an account established.

Health Savings Accounts (HSA)

• HSA Application
  Use this HSA Application to open a Health Savings Account.
  
  
• HSA Change of Beneficiary Form
  This HSA Change of Beneficiary Form is used to change the beneficiaries for HSAs.
  
  
• HSA Distribution Request Form
  Use the HSA Distribution Request Form for all requests for a distribution from the HSA.
  
  
• HSA Transfer Request Form
  The HSA Transfer Request Form is used to facilitate the transfer of assets from an MSA to an HSA or between two HSAs. This form may be used to transfer assets from one Trustee/Custodian to another. This form should not be used to facilitate a rollover. You will need to complete a New Account Agreement if you do not already have an account established.
  

403(b) Retirement Accounts

• 403(b) Account Application
  Use this application to open a new 403(b) account.
  
  
• 403(b) Transfer Form
  Use this form to facilitate a transfer of assets from an existing 403(b) account to an Mirzam Capital Appreciation Fund 403(b) account. You will need to complete a 403(b) Account Application if you do not already have a 403(b) account established.
  
  
• 403(b) Change of Beneficiary Form
  
  
• 403(b) Distribution Request Form

Miscellaneous Forms

• Systematic Purchase/Withdrawl Request Form
  This Systematic Purchase/Withdrawal Request Form is used to move money between your bank account and your mutual fund account via ACH on a scheduled basis. If you have any questions regarding this form, please call Shareholder Services at 1-888-693-8056.
  
  
• Trust Certification Form
  This Trust Certification Form is used to certify that the representations and warranties in the trust document are true and complete. As required by federal law, we will use the trustee information provided below to verify your identity.
  
  
• Gift Transfer Form
  Use this form to give shares of your mutual fund account as a gift to an individual or a charity.
  
  
• Transfer on Death (TOD) Registration Form
  Use this Transfer on Death Registration Form to name a beneficiary on your account.

If you have any additional questions, please feel free to call Shareholder Services toll-free at 888-693-8056.