HOW TO INVEST

Please read the Prospectus carefully before you invest. You may open an account directly with the Fund, or invest through your financial adviser:

Applications:

New Account Application
IRA Application
IRA Transfer Form
IRA Disclosure

If you are investing directly in the Fund for the first time, you will need to establish an account by completing a Shareholder Account Application. To establish an IRA, please complete an IRA Application. You may also set up an Automatic Investment Plan to have funds invested directly from your bank account on a regular basis.





To invest by check:

  1. Please fill out the appropriate account application
  2. Make your check payable to the Bramshill Income Performance Fund
  3. Make sure your application is signed
  4. Mail your application and check to address on top of application (regular or overnight address)

To invest by wire:

  1. Please fill out the appropriate account application
  2. Call 1.877.BRAMS.18 or 1.877.272.6718 for wiring instructions
  3. Make sure your application is signed
  4. Mail your application to address on top of application (regular or overnight address)

For automatic investment plans:

  1. Please fill out the appropriate account application
  2. Fill out Automatic Investment Plan (AIP) section of application
  3. Make your check payable to the Bramshill Income Performance Fund
  4. Include a voided personal check
  5. Make sure your application is signed
  6. Mail your application and check to address on top of application (regular or overnight address)

*Periodic Investment Plans do not assure a profit or protect against loss in declining markets.

Mail your completed application and check to:

Regular Mail:

Bramshill Income Performance Fund
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, Wisconsin
53201-0701


By telephone:

877-BRAMS18 or 877-272-6718

Overnight Mail:

Bramshill Income Performance Fund
c/o U.S. Bancorp Fund Services, LLC
615 E. Michigan St., FL3
Milwaukee, WI
53202-5207

Please don’t hesitate to contact us at 201-708-8150 with any questions or comments.

DISCLOSURE


The fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company and it may be obtained here or by calling (877) 272-6718. Read it carfully before investing.

Mutual fund investing involves risk. Principal loss is possible. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investment by the fund in lower-rated and non-rated securities presents a greater risk of loss to principal and interest than higher-rated securities. The fund invests in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are greater in emerging markets. Closed-end funds and ETFs are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of the shares may trade at a discount to its net asset value (“nav”), an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a funds ability to sell its shares. In addition, the fund may incur higher expenses than if the fund did not invest in these types of securities. The fund may make short sales of securities, which involves the risk that losses may exceed the original amount invested

Bramshill investments, LLC is the investment adviser to the fund. The fund is distributed by Quasar Distributors, LLC.

The Bramshill Funds are offered only to united states residents, and information on this site is intended for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.