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ICON Advisers, Inc.
5299 DTC Boulevard, 12th Floor
Greenwood Village, CO 80111
1-800-828-4881
1-303-790-8246 (fax)
info@iconadvisers.com
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For questions concerning ICON Funds:
ICON Funds
P.O. Box 55452
Boston, MA 02205-8165
1-800-764-0442 (Monday-Friday, 8 a.m.– 5 p.m. Central time)
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For questions concerning our Allocation Portfolios:
Your financial adviser can help with questions concerning Allocation Portfolio
accounts, which are available exclusively through professionals who can help
determine how to best use them in pursuing your long-term investment
goals.
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 More of what ICON can offer you |
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| Name and Address Changes |
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| Clients must submit name and address changes in writing and have their signature notarized or guaranteed. Requests must be received one week prior to the end of the month to ensure the client's account statement reflects the requested changes. |
| New Accounts for Existing Clients |
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| When an existing client wishes to open a new account with an identical registration, ICON requires only a letter of instruction signed by the client certifying there have been no changes in the information disclosed on the existing account's Investment Management Agreement. If the client's information such as their income, investment objectives, etc. has changed, the information should be supplied in the letter or on a new Investment Management Agreement. |
| Get Account Forms |
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| To access a menu of interactive electronic forms, many of which can automatically and securely populate your clients’ account information, simply log in and visit Order Forms & Literature. |
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| Sign Up to Receive E-mails |
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| Receive market commentary and portfolio updates via e-mail. |
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