Additional Investment Features From Purpose

How to Invest with Purpose

MAKING REGULAR INVESTING WITH PURPOSE EASIER!

Investing with All Purpose funds provide certain features that give investors the freedom to compound distributions, make regular cash contributions, or create an income stream without having to worry about paying additional commissions.

AVAILABLE INVESTMENT FEATURES

DRIP

Dividend Reinvestment Plan

Given the commission costs associated with trading, ETFs have not always been best suited for investors looking to continuously reinvest cash dividends received from their portfolio. Purpose’s Dividend Reinvestment Plan (“DRIP”) allows investors to easily benefit from compounding their dividends. All cash dividends paid on any Purpose Fund will be eligible for reinvestment into additional shares of the same fund. Investors may opt into the DRIP by contacting their brokerage firm. The DRIP allows shareholders to compound their investment through the convenient automatic purchase of additional shares without incurring commissions.

Benefits to you:

  • Compound investments
  • No costs or commissions associated with transactions

PACC

Pre-Authorized Cash Contribution

Purpose’s Pre-Authorized Cash Contribution Plan (“PACC Plan”) offers convenience to existing shareholders of Purpose Funds to make regular (monthly, quarterly or annual) purchases of shares. The PACC Plan offers shareholders the ability to dollar cost average into Purpose Funds in a convenient, commission-free manner.

Benefits to you:

  • Dollar cost average your investments – powerful way to compound your investments
  • Create a regular systematic investment plan, removing the hassle of manually contributing to your investment portfolio
  • No costs or commissions associated with transactions

SWP

Systematic Withdrawal Plan

The Purpose Systematic Withdrawal Plan (“SWP”) allows existing shareholders of any Purpose Fund to withdraw a fixed amount of money from that specific Purpose Fund on a monthly, quarterly or annual basis. Shareholders may use the SWP to potentially supplement the income they are receiving from other sources without incurring additional trading commissions.

Benefits to you:

  • Plan fits well within registered withdrawal accounts (e.g. RRIF)
  • No costs or commissions associated with transactions

Fields marked with an * are requiredLES CHAMPS MARQUÉS D'UN * SONT OBLIGATOIRES
Fields marked with an * are requiredLES CHAMPS MARQUÉS D'UN * SONT OBLIGATOIRES

ENTER THE WORD "ANTISPAM" INTO THIS BOX
(WITHOUT THE QUOTATION MARKS)