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How To Invest

If you are interested in investing in the Copeland Risk Managed Dividend Growth Fund it is available at the following Broker Dealers:

American Portfolios Financial Services, Inc.
Apex Clearing Corporation
Arthur W. Wood Company, Inc.
BBVA Compass Investment Solutions, Inc.
Benefit Trust Company
Benjamin F. Edwards & Company, Inc.
BMO Harris Bank N.A.
Boenning & Scattergood, Inc.
Calton & Associates, Inc.
Cambridge Investment Research, Inc.
Capitol Securities Associates, Inc.
Capitol Securities Management, Inc.
Charles Schwab & Co., Inc.
COR Clearing LLC
Crown Capital Securities, L.P.
Cuso Financial Services, L.P.
Deutsche Bank Securities, Inc.
Essex Financial Services, Inc.
Fidelity Investments
First Republic Services Company, LLC
First Southwest Company
Foothill Securities, Inc.
FSC Securities Corporation
Girard Securities, Inc.
Innovation Partners
Investacorp, Inc.
Investment Professionals, Inc.
Investors Capital Corp.
Janney Montgomery Scott LLC
JPMorgan Chase Bank, N.A.
J.P. Morgan Securities LLC
J.P. Turner & Company, LLC
James I. Black & Company
Kovack Securities, Inc.
Lincoln Financial Advisors Corporation
Lincoln Financial Securities Corporation
LPL Financial LLC
Mid Atlantic Capital Corporation
Moors & Cabot, Inc.
Morgan Keegan & Company, Inc.
Morgan Stanley Smith Barney LLC
MSCS Financial Services, LLC
Oppenheimer & Co. Inc.
Pershing Advisor Solutions, LLC
Pershing LLC
Prospera Financial Services, Inc.
Raymond James & Associates, Inc.
Raymond James Financial Services, Inc.
Robert W. Baird & Co. Inc.
Royal Alliance Associates, Inc.
SagePoint Financial, Inc.
Saturna Brokerage Services, Inc.
Securities America, Inc.
SEI Private Trust Company
Shareholders Service Group, Inc.
Southwest Securities, Inc.
Stephens Inc.
Stifel, Nicolaus & Company, Inc.
Sunbelt Securities, Inc.
TD Ameritrade, Inc.
Trade-PMR, Inc.
Transamerica Financial Advisors, Inc.
Trust Company of America
UBS Financial Services Inc.
Wells Fargo Advisors, LLC
Western International Securities, Inc.
WFG Investments, Inc.
Winslow, Evans & Crocker, Inc.
York Securities Inc.

New Account Documents

If you are interested in investing directly with the fund, the account application forms are available below:

 

New Accounts

Copeland Risk Managed Dividend Growth Fund

New Account Application

IRA New Account Application

IRA Transfer of Assets

IRA Custodial Accounts Agreement

Copeland International
Risk Managed Dividend Growth Fund

New Account Application

IRA New Account Application

IRA Transfer of Assets

IRA Custodial Accounts Agreement

 

There is no guarantee that the Funds will achieve its objectives, generate positive returns, or avoid losses. Investors should carefully consider the investment objectives, risks, charges and expenses of the Copeland Risk Managed Dividend Growth Fund and the International Risk Managed Dividend Growth Fund. This and other important information about the Funds is contained in the prospectus, which can be obtained by clicking on the Prospectus tab above or by calling 1-888-9-COPELAND. The prospectus should be read carefully before investing. The Funds are distributed by Northern Lights Distributors, LLC member FINRA/SIPC.


NLD Review Code: 1117-NLD-3/21-2016
 

Atlanta Office

Copeland Capital Management, LLC
1230 Peachtree St., NE, Suite 1900
Atlanta, GA 30309

Corporate Headquarters

Copeland Capital Management, LLC
Eight Tower Bridge
161 Washington Street
Suite 1325
Conshohocken, PA 19428

Boston Office

Copeland Capital Management, LLC
62 Walnut St., Flr 3
Wellesley, MA 02481