Transaction Forms


Our forms and applications are grouped in the following categories:

For security reasons, PH&N Investment Services can only accept signatures submitted by fax or mail. Please note that we do not accept electronic signatures.

To search for quarterly reports and regulatory documents, please click on the 'Documents' tab below.

Looking for the purchase, switch, rebalance or automatic transaction forms?

As of May 30, 2016, securities regulations require that we deliver you with Fund Facts document(s) prior to accepting your trade request. In an effort to avoid unnecessary processing delays, please call our Investment Funds Advisors at 1-800-661-6141. They will be able to provide you with the relevant Fund Facts document(s) and the appropriate form for you to complete your trade request.

If you are signed up for online access, you may be able to submit your transaction request by logging in to your account here. If you are interested in setting up your online access, you can complete and mail the Telephone Transactions and/or Internet Access Agreement to us.


To speak with an Investment Funds Advisor:
Call us at 1.800.661.6141 or
email us at