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  • Switch to electronic document delivery
  • Change your distributions options
  • Add/Update an Automatic Investment Plan (AIP)*        *Automatic Investment Programs do not protect against loss or assure profit.

By Mail

Regular Mail

Grandeur Peak Funds
PO Box 541150
Omaha, NE 68154

Overnight Delivery
Grandeur Peak Funds 4221 N 203rd St, Suite 100 Elkhorn, NE 68022
Download
Form Name
Purpose
Account Preferences Change Form

To change a name, an address, telephone privileges, distributions, or bank information

Letter of Instruction

To change your account options or provide general instructions

Redemption / Exchange Request Form

To place a redemption or exchange request within your account

Cost Basis Form

To select or change the cost basis method for your account

IRA Distribution Request Form

To request a one-time distribution, establish a Systematic Withdrawal Plan (SWP) or request a conversion or recharacterization

IRA Transfer Form

To transfer or rollover funds from a qualified plan into your Grandeur Peak IRA account

Change of Beneficiary Form

To add or change beneficiaries on a retirement account

Transfer on Death Beneficiary Form

To designate or change Transfer on Death (TOD) beneficiaries on your account

Automatic Investment Plan (AIP) Form

To establish an Automatic Investment Plan (AIP) on your account

Systematic Withdrawal Plan (SWP) Form

To establish a Systematic Withdrawl Plan (SWP) on your account

Elevated Global Investing

We believe the best perspective comes from a broad, global view.

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© 2011-2024 Grandeur Peak Global Advisors, LLC. All rights reserved.

An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click the link to obtain a prospectus for the Grandeur Peak Funds, which contains important information about risk factors and disclosures, or call 1.855.377.PEAK (7325). Read the prospectus carefully before investing in the Grandeur Peak Funds.

IMPORTANT RISKS

Any investing, including in mutual funds, involves risks and loss of principal is possible. Investing in international or global funds, small- or micro-cap funds, or related strategies will be more volatile and the risk of principal loss could be greater than investing in domestic, large-cap or more diversified funds or strategies. Investing in foreign securities also entails special risks, such as currency fluctuations and political uncertainties, which are described in more detail in the prospectus. Investments in emerging markets are subject to greater risk than investments in the United States or in foreign countries with more established economies and securities markets.

Investment advisory services for the Grandeur Peak Funds and related separately managed accounts are provided by Grandeur Peak Global Advisors, LLC, a federally registered investment adviser.
Grandeur Peak Funds are distributed by Northern Lights Distributors LLC. Member FINRA. Northern Lights Distributors, LLC. is not affiliated with Grandeur Peak Global Advisors, LLC or Foreside Financial Services, LLC.