| Special
Features and Services
If you would like to purchase shares electronically or have
redemption proceeds sent directly to your bank account, you must
first make arrangements for electronic funds transfer using the
Automated Clearing House (ACH) procedures. This requires that you
have certain bank account information on file with us so that funds
can be transferred electronically between your mutual fund and bank
accounts. There is no additional charge to you and it is very easy
to set this up. If you did not select the electronic purchase or
redemption options on your original application, call us at
800-888-9471 or e-mail us at funds@wrightinvestors.com
to receive an application. Be sure to check the box in Section 6 on
the application.
Automatic investment plan
(AIP)
You tell us how much to invest for you every month or
quarter. Then on the day of your choice, that amount is
automatically transferred from your checking or savings account. Investments
must be in amounts of $100 or more. There is no additional fee for
this service and you can terminate it at any time. For an application
and Shareholder Authorization form, call 800-888-9471, fax (203)
783-4401, e-mail funds@wrightinvestors.com
, or write Wright Investors’ Service Distributors, Inc., 440
Wheelers Farms Road, Milford, CT 06460.
Systematic withdrawal plan
(SWP)
You may make systematic withdrawals of $50 or more on
a monthly or quarterly basis. The proceeds of the withdrawal plan
can be sent to your address of record, sent by electronic transfer
to your bank or invested in another Wright fund. This is a useful way
to deal with mandatory withdrawals from an IRA. If you want to be
able to redeem shares systematically, be sure to fill out the
appropriate area of Section 5 of your application.
Mutual
Funds Home Page |
