Longleaf provides several methods for making additional investments.
There is no minimum required for subsequent investments,
unless you have requested automatic monthly investment.
By Check: Send your check with remittance stub from your account
statement or with an instruction letter to our
transfer agent PFPC. Your
communication must contain name, address, Fund and account number.
The Funds cannot accept post-dated checks, third party checks, checks drawn on foreign banks, money orders or
credit card convenience checks.
By Telephone and Electronic Transfer: You
may establish electronic transfer capabilities on your account
application or by sending written instructions to our
transfer agent.
You must include a voided check. You may initiate your electronic transfer
by calling the transfer agent at
(800) 445-9469 option 0.
Electronic transfers can only be made from bank checking accounts and not
from money market funds or other financial accounts. Your purchase
price will be the net asset value computed on the next business day
following your telephone purchase request. Your initial investment
cannot be made by electronic transfer.
By Automatic Monthly Investment: You may establish an automatic
monthly investment of $100 or more by completing the designated
section on your account application or by
using the change of information form You
must include a voided check with your request. Longleaf does not
charge a fee for this service. Consult your banking institution
about any fees that it may charge. Electronic transfers can only be
made from bank checking accounts and not from money market funds
or other financial accounts. Transfers will occur on the business
day on or about the 21st of each month. You can stop or change
the amount of your automatic monthly investment by calling us at
(800) 445-9469 (option 0). You can restart your
monthly investment by telephone
within 6 months of the time your automatic investment was stopped.
You must send written instructions to make other changes to your
automatic investment or to restart your automatic investment if
it has been stopped for more than 6 months.
