To invest in one of the SP Funds’ Target Date Funds, please follow these steps:

Complete the application form provided for your relevant account (list below).

1. Print out the completed application.
2. Sign the application form.
3. Fax the signed application along with any necessary documentation to 877-666-6014.

This process will ensure that your application is directly placed into our account setup queue. Once we confirm that your application is complete and meets all requirements, your fund account will be established in the requested state.

U.S. Bank, N.A.

777 East Wisconsin Avenue

Milwaukee, WI 53202

ABA #075000022

Credit:

U.S. Bancorp Fund Services, LLC Account

#112-952-137

Further Credit:

(name of Fund to be purchased)

(shareholder registration)

(shareholder account number)

Individual, Minor and Business Accounts

Individual Retirement Accounts

At SP Funds, exceptional customer service is at the core of everything we do. We are committed to providing personalized support to our investors, ensuring that each interaction is informative, efficient, and tailored to their needs. Whether you have questions about our investment products, need assistance with account management, or seek guidance on building your portfolio, our knowledgeable team is here to help every step of the way. We prioritize transparency and clarity in our communications, striving to empower our clients with the information and tools they need to make confident investment decisions. With SP Funds, you can expect dedicated customer service that goes above and beyond to support your financial journey.

SP Funds focuses on innovative and research-driven investment strategies aimed at delivering consistent returns over time. This approach is designed to help investors achieve their financial goals through a disciplined investment process.

SP Funds prioritizes transparency and cost-efficiency. We aim to keep fees low while providing access to a wide range of investment products, catering to different risk profiles and investment objectives.

Additionally, SP Funds emphasizes investor education and support. We provide resources and tools to help investors make informed decisions and build diversified portfolios that align with their individual financial circumstances and long-term goals.

Choosing SP Funds means partnering with a firm dedicated to delivering value through robust investment strategies, transparency, low costs, and ongoing investor support. Contact us today for more information.