| Prospectus | Availability |
|---|---|
| The Motley Fool Independence Fund Prospectus | View Online |
| The Motley Fool Independence Fund Summary Prospectus | View Online |
| Independence Fund Statement of Additional Information (SAI) | View Online |
| Applications | Availability |
|---|---|
| Individual Account Application | Download PDF | Apply Online |
| Joint Registration Account Application | Download PDF | Apply Online |
| Uniform Gift or Transfer to Minor (UGMA/UTMA) Account Application | Download PDF |
| Retirement Accounts | Availability |
|---|---|
| Traditional IRA Application Packet | Download PDF | Apply Online |
| Roth IRA Application Packet | Download PDF | Apply Online |
| SEP IRA Application Packet | Download PDF |
| IRA Transfer of Assets/Direct Rollover | Download PDF |
| IRA Rollover Certification Form | Download PDF |
| Roth IRA Conversion Form | Download PDF |
| IRA Distribution Form | Download PDF |
| Spousal Consent to Beneficiary Designation Form | Download PDF |
| Fund Reports | Availability |
|---|---|
| Motley Fool Funds Annual Report, 10/31/11 | View Online |
| Motley Fool Funds Semiannual Report, 4/30/11 | View Online |
| Form N-Q (7/31/11) | View Online |
| Form N-Q (1/31/11) | Download PDF |
| Form N-Q (7/31/10) | Download PDF |
| Form N-Q (1/31/10) | Download PDF |
| Form N-Q (7/31/09) | Download PDF |
| Form N-PX (June 2011) | View Online |
| Form N-PX (June 2010) | View Online |
| Form N-PX (June 2009) | Download PDF |
| Special Forms | Availability |
|---|---|
| IRS Form 5305-SEP: SEP-IRA Contribution Agreement | Download PDF |
| Transfer-on-Death Registration Request | Download PDF |
| Motley Fool Funds Literature | AvailabilityIndependence |
|---|---|
| Motley Fool Funds Brochure | Download PDF |
| Independence Fund XBRL Data | Download Files |
Request an Investment Kit
To receive a Motley Fool Funds prospectus and application by postal mail please call Shareholder Services at 1-888-863-8803 and request an investment kit. Representatives are available Monday through Friday from 8 a.m. to 6 p.m. Eastern time.