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Elite’s Application documents are available in PDF format and require Adobe Acrobat Reader to view |
Before opening an account, and for more complete information regarding the Elite Mutual Funds, obtain a prospectus by clicking the link below. Investors should consider the investment objectives, risks, charges and expenses of a mutual fund before investing. The prospectus contains this and other information about the Elite Funds. Read the prospectus carefully before you invest or send money. Also be sure to read other important disclosure information in the section entitled legal info and important company policies, including the Code of Ethics, in the section entitled policies.
If you have any questions, please don’t hesitate to email McCormick Capital Management (MCM): mcminfo@mcmelite.com or call us Monday – Friday, 7:30 am through 4:30 pm, PST at 800.423.1068. All applications and forms should be mailed to:
The Elite Mutual Funds
1325 4th Ave., Suite 1744
Seattle, WA 98101
- Regular Account Application
This application can be used for individual, joint, trust, UGMA, and corporate accounts. - IRA Application
This application can be used for traditional IRAs, Roth IRAs, SEP IRAs, and rollover IRAs. - Monthly Contribution Plan
This form is for establishing a monthly contribution plan. No one has ever told us they saved too much money. We like to say “save until it hurts”.
Please review the Elite Mutual Funds Prospectus, which contains information about the Funds’ investment objectives, risks, charges, expense and other information about the Funds. Read the prospectus carefully before investing.
Please review the required Disclosure notices and Custodial agreements, as mandated by the Federal Government.
Checking “I Agree” below signifies that you have been provided with a current copy of the Funds’ prospectus, disclosure notices and custodial agreement. This is mandatory in order to access the Elite Mutual Funds’ IRA Account Application form.
I agree
