Literature
Applications for direct investment in Counterpoint’s funds are available under Forms & Applications. These forms are also available on LaserApp.
Direct shareholders can access their account online at Shareholder Services.
Mutual Funds
Counterpoint Tactical Income Fund
Forms & Applications
New Accounts
Counterpoint Non-Qualified New Account Application
Counterpoint IRA/Roth New Account Application
Counterpoint Education Savings Account (ESA) New Account Application
Counterpoint Simple IRA New Account Application
Transfer Forms
Counterpoint Non-Qualified Transfer of Assets Form
Counterpoint Retirement/Qualified Transfer of Assets Form
Filings & Reports
Counterpoint Long-Short Equity Fund Liquidation Sticker
Counterpoint Mutual Funds 2019 Annual Report
Counterpoint Mutual Funds 2019 Semi-Annual Report
Counterpoint Mutual Funds 2018 Annual Report
Counterpoint Mutual Funds 2018 Semi-Annual Report
Counterpoint Mutual Funds 2017 Annual Report
Counterpoint Mutual Funds 2017 Semi-Annual Report
Counterpoint Mutual Funds 2016 Annual Report
Counterpoint Mutual Funds 2016 Semi-Annual Report
Counterpoint Tactical Income 2015 Annual Report
Counterpoint Tactical Income 2015 Semi-Annual Report
4067-NLD-1/27/2015