Get the free POLEN GROWTH FUND - INSTITUTIONAL CLASS INDIVIDUAL RETIREMENT

BNY MELLON INVESTMENT SERVICING TRUST COMPANY Supplement to the Traditional and Roth Individual Retirement Account (IRA) Disclosure Statement DEADLINE EXTENSION FOR 2015 CONTRIBUTIONS TO A TRADITIONAL

How to fill out polen growth fund

How to fill out Polen Growth Fund:

1. Obtain the necessary forms: Start by visiting the official website of Polen Capital or contacting their customer service to request the required forms for opening a Polen Growth Fund account.
2. Provide personal information: Fill out the forms with your personal information, including your full name, address, Social Security number, and other relevant details. Ensure that the information provided is accurate and up to date.
3. Choose the account type: Select the type of Polen Growth Fund account you wish to open. Options may include individual accounts, joint accounts, retirement accounts (such as IRAs), or trust accounts. Consider your investment goals and personal circumstances while making this decision.
4. Determine your investment amount: Decide how much you want to invest in the Polen Growth Fund. Some accounts may have minimum investment requirements, so ensure that you meet those criteria. You may also have the option to set up automatic investments or make additional contributions later.
5. Review and sign the documents: Thoroughly review the filled-out forms for accuracy and completeness. Ensure that you understand the terms and conditions, fees, and investment objectives of the Polen Growth Fund. Once satisfied, sign the documents as required.
6. Submit the application: Send the completed forms to Polen Capital as per their instructions. This may involve mailing the forms or submitting them online through their secure portal. Be sure to include any additional documentation or identification required.
7. Fund your account: After receiving confirmation from Polen Capital that your application has been processed and approved, fund your Polen Growth Fund account. This can be done by transferring funds electronically or through other means specified by Polen Capital.

Who needs Polen Growth Fund:

1. Long-term investors seeking capital appreciation: The Polen Growth Fund is designed for individuals or entities looking to invest in a diversified portfolio of growth-oriented stocks with the objective of long-term capital appreciation.
2. Investors seeking professional management: Polen Capital's experienced investment professionals manage the Polen Growth Fund, conducting in-depth research and analysis to identify high-quality companies with sustainable growth potential. This can be attractive for investors who prefer professional management rather than making individual stock selections themselves.
3. Those looking for a concentrated growth strategy: The Polen Growth Fund typically holds a focused portfolio of approximately 20 to 30 holdings, allowing for a concentrated bet on companies with strong growth prospects. Investors who believe in a more focused approach may find the Polen Growth Fund suitable for their investment needs.
4. Individuals with a moderate risk tolerance: While the Polen Growth Fund targets long-term capital appreciation, it is important to note that all investments carry some degree of risk. Investors considering the Polen Growth Fund should have a moderate risk tolerance and be prepared for fluctuations in the value of their investment.
5. Investors seeking a disciplined investment approach: Polen Capital follows a disciplined investment philosophy that focuses on investing in high-quality companies with sustainable growth characteristics. Investors who appreciate a consistent investment approach and a long-term perspective may find the Polen Growth Fund appealing.

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What is polen growth fund?

Polen Growth Fund is a mutual fund managed by Polen Capital Management, LLC that aims to provide long-term capital growth by investing in a diversified portfolio of high-quality growth companies.

Who is required to file polen growth fund?

Investors who are interested in investing in the Polen Growth Fund are required to file the necessary paperwork and documentation with their financial advisor or directly with Polen Capital Management, LLC.

How to fill out polen growth fund?

To fill out the Polen Growth Fund paperwork, investors need to provide their personal information, investment amount, investment objectives, risk tolerance, and any other relevant information requested by Polen Capital Management, LLC.

What is the purpose of polen growth fund?

The purpose of the Polen Growth Fund is to provide long-term capital growth for investors by investing in a diversified portfolio of high-quality growth companies.

What information must be reported on polen growth fund?

Investors must report their personal information, investment amount, investment objectives, risk tolerance, and any other relevant information requested by Polen Capital Management, LLC.