STOCKJUNGLE.COM TRUST
Supplement dated October 25, 2000
to the Prospectus dated June 7, 2000
FOR THE STOCKJUNGLE.COM MARKET LEADERS GROWTH FUND, THE STOCKJUNGLE.COM PURE
PLAY INTERNET FUND AND THE STOCKJUNGLE.COM COMMUNITY INTELLIGENCE FUND (EACH, A
"FUND," AND, COLLECTIVELY, THE "FUNDS").
SHAREHOLDER SERVICES
Effective October 23, 2000, shareholders should call 1-877-884-3147 to
reach the Funds or the Transfer Agent.
FUND ACCOUNTANT AND TRANSFER AGENT
Effective October 23, 2000, Unified Fund Services, Inc., 431 North
Pennsylvania Street, Indianapolis, Indiana 42604 (the "Transfer Agent" or
"Unified"), serves as transfer agent and fund accountant for each Fund pursuant
to a Mutual Fund Services Agreement with the Trust on behalf of each Fund.
Unified is a mutual funds services company specializing in the development,
support, maintenance and shareholder servicing of mutual funds, and currently
provides services to mutual funds with approximately $4.3 billion of total
assets throughout the United States.
For the fund accounting services rendered to each Fund by Unified, the
Adviser pays Unified, on behalf of each Fund, a monthly fee at the annual rate
of 0.05% of the average daily net assets of each Fund, up to $50 million; 0.04%
of such assets from $50 million to $100 million; 0.03% of such assets from $100
million to $300 million; and 0.01% of such assets in excess of $300 million. The
minimum fee is $18,000 per year per Fund. For the transfer agency services
rendered to each Fund by Unified, the Adviser pays Unified, on behalf of each
Fund, $15.00 per active shareholder per year with a minimum fee of $15,000 per
year per Fund.
HOW TO BUY SHARES
You may purchase shares of a Fund by check or wire. All purchases by check
must be in U.S. dollars. Third party checks and cash will not be accepted. A
charge may be imposed if your check does not clear. A Fund is not required to
issue share certificates. The Funds reserve the right to reject any purchase in
whole or in part.
You may also buy and sell shares of a Fund through certain brokers (and
their agents) that have made arrangements with the Funds to sell their shares.
When you place your order with such a broker or its authorized agent, your order
is treated as if you had placed it directly with the Funds' Transfer Agent, and
you will pay or receive the next share price calculated by the Fund. The broker
(or agent) holds your shares in an omnibus account in the broker's (or agent's)
name, and the broker (or agent) maintains your individual ownership records. The
Adviser may pay the broker (or agent) for maintaining these records as well as
providing other shareholder services. The broker (or its agent) may charge you a
fee for handling your order. The broker (or agent) is responsible for processing
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your order correctly and promptly, keeping you advised regarding the status of
your individual account, confirming your transactions and ensuring that you
receive copies of the Funds' prospectus.
BY CHECK
If you are making an initial investment in a Fund, simply complete the
Account Application included with this Prospectus and mail or overnight delivery
(such as FedEx) it with a check (made payable to the appropriate Fund) to:
[FUND NAME]
c/o Unified Fund Services, Inc.
431 North Pennsylvania Street
Indianapolis, IN 46204-1806
If you are making a subsequent purchase, a stub is attached to the account
statement you will receive after each transaction. Detach the stub from the
statement and mail it together with a check made payable to the appropriate Fund
in the envelope provided with your statement or to the address noted above. Your
account number should be written on the check.
BY WIRE
If you are making an initial investment in a Fund through the Transfer
Agent, before you wire funds, the Transfer Agent must have a completed Account
Application. You can mail or overnight deliver your Account Application to the
Transfer Agent at the above address. You may also fax the Account Application to
the Transfer Agent at 1-317-266-8756. Upon receipt of your completed Account
Application, the Transfer Agent will establish an account for you. Once you have
faxed your new Account Application, you may instruct your bank to send the wire.
Your bank must include both the name of the Fund you are purchasing and your
name so that monies can be correctly applied. Your bank should transmit
immediately available funds by wire to:
Fifth Third Bank
ABA Routing #042000314
StockJungle.com
Account #992-02883
ffc: shareholder name and account number
If you are making a subsequent purchase, your bank should wire funds as
indicated above. IT IS ESSENTIAL THAT YOUR BANK INCLUDE COMPLETE INFORMATION
ABOUT YOUR ACCOUNT IN ALL WIRE INSTRUCTIONS. If you have questions about how to
invest by wire, you may call the Transfer Agent at 1-877-884-3147. Your bank may
charge you a fee for sending a wire to a Fund.
AUTOMATIC INVESTMENT PLAN
For your convenience, the Funds offer an Automatic Investment Plan. Under
this Plan, you authorize a Fund or Funds to withdraw from your personal checking
account each month an amount that you wish to invest. If you wish to enroll in
this Plan, complete the appropriate section in the Account Application. The
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Funds may terminate or modify this privilege at any time. You may terminate your
participation in the Plan at any time by notifying the Transfer Agent in
writing.
RETIREMENT PLANS
The Funds offer individual retirement account ("IRA") plans. You may obtain
information about opening an IRA account by calling 1-877-884-3147. If you wish
to open a Keogh, Section 403(b) or other retirement plan, please contact your
securities dealer.
HOW TO SELL SHARES
You may sell (redeem) your Fund shares on any day the New York Stock
Exchange ("NYSE") is open for business either directly to the Funds or through
your investment representative, who may charge a fee for such services.
You may redeem your shares by simply sending a written request to the
Transfer Agent. You should give your account number and state whether you want
all or some of your shares redeemed. The letter should be signed by all of the
shareholders whose names appear on the account registration. Certain redemptions
require a signature guarantee. Call the Transfer Agent for details. You should
send your redemption request to the appropriate Fund at:
[FUND NAME]
c/o Unified Fund Services, Inc.
431 North Pennsylvania Street
Indianapolis, IN 46204-1806
Payment of your redemption proceeds will be made promptly, but not later
than seven days after the receipt of your written request in proper form. For
example, your redemption may be delayed if you do not sign your written request.
If you made your initial investment by wire, payment of your redemption proceeds
for those shares will not be made until one business day after your completed
Account Application is received by the Funds. If you did not purchase your
shares with a certified check or wire, the Funds may delay payment of your
redemption proceeds for up to 15 days from date of purchase or until your check
has cleared, whichever occurs first.
Although there is no minimum account size, the Funds in their sole
discretion may redeem the shares in your account if the value of your account is
less than $500. This does not apply to retirement plan. You will be notified
that the value of your account is less than $500 before the Funds make an
involuntary redemption. You will then have 30 days in which to make an
additional investment to bring the value of your account to at least $500 before
the Funds take any action.
Each Fund has the right to pay redemption proceeds to you in whole or in
part by a distribution of securities from the Fund's portfolio. The Funds do not
expect to do this except in unusual circumstances.
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TELEPHONE ORDERS
If you complete the Order by Telephone portion of the Account Application,
you may purchase or redeem shares by calling the Transfer Agent at
1-877-884-3147 before the close of regular trading on the NYSE. This is normally
4:00 p.m., Eastern time. An order confirmation will be mailed on the next
business day to the address that appears on the Transfer Agent's records. If you
request, funds will automatically be deducted from or deposited to the bank
account you designated on your Account Application on the second business day
via Automated Clearing House (ACH). If you have a retirement account, you may
not redeem shares by telephone.
When you establish telephone privileges, you are authorizing the Funds and
their Transfer Agent to act upon the telephone instructions of the person or
persons you have designated on your Account Application. Funds will be deposited
to or deducted from the bank account you have designated on your Account
Application.
Before acting upon an instruction received by telephone, the Funds and the
Transfer Agent will use procedures to confirm that the telephone instructions
are genuine. These procedures may include recording the telephone call and
asking the caller for a form of personal identification. If the Funds and the
Transfer Agent follow these procedures, they will not be liable for any loss,
expense, or cost arising out of any telephone redemption request that is
reasonably believed to be genuine. This includes any fraudulent or unauthorized
request.
You may request telephone privileges after your account is opened by
calling the Transfer Agent at 1-877-884-3147 for instructions. You may have
difficulties in making a telephone order during periods of abnormal market
activity. If this occurs, you may make your order request in writing. The Funds
may change, modify or terminate these privileges at any time upon at least 60
days' notice to shareholders.
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