There are three ways to invest with
the CNI Charter Funds:
1. Through select brokerage firms, financial advisors or mutual fund platforms.
2. Through your 401k or 403b retirement plan; if the CNI Charter Funds are not currently
offered on your plan, ask your Human Resources Officer or Plan Administrator how
to add the CNI Charter Funds as a retirement plan selection.
3. For select funds and classes, investors can print out and complete a signed application.
Mail your check, made out to “CNI Charter Funds” and application to UMB Fund Services,
Inc., transfer agent to the CNI Charter Funds, at the address listed at the bottom
of your application. This option is only available for the following funds:
a. Limited Maturity Fund
b. Full Maturity Fund
c. Diversified Equity Fund
d. Socially Responsible Equity Fund
e. CSC Small Cap Value Fund (Class
Fund Direct
Funds managed by CCM Advisors
CSC Small Cap Value Fund
