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North Indiana United Methodist Foundation
North Indiana United Methodist Foundation
 

To read the

Historical Return Comparison

December 31, 2007

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Investment Services
 
To Participate in the Investment Service Fund
Any North Indiana Conference entity desiring to participate in the Fund should first receive a copy of this Information Statement and Trust Agreement, and read them thoroughly before making a request to be a participant.  To participate in the Fund, a North Indiana Conference entity must complete a Participation Agreement.  This form is to be submitted to the Foundation along with the initial deposit of cash or securities. Click here to down load the forms
 
Deposits, Withdrawals and Transfer
The minimum amount that may be transferred to open an account in the Investment Service Fund is one thousand dollars ($1,000.00) per account.  Once an account is opened, additional deposits may be made at any time, in any amount.  Except for investments in the Money Market Fund, a participant's interest in the Fund is available once per quarter.  When a participant wishes to redeem their interest in the Fund, they must request a withdrawal, using a form provided by the Foundation, no less than ten (10) days prior to the end of any calendar quarter.  Investments in the Money Market Fund may be withdrawn at any time by giving five (5) days notice. Click here to down load the form.
 
 
Updated 09/27/2007. Questions? Comments? Contact the webmaster
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