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FORMS AVAILABLE ON LaserApp & Quik! Forms SOFTWARE


LaserApp
Responding to financial adviser requests, ICON added its account forms and custodial paperwork to Laser App, the financial industry standard in form-filling software. Similar to technology used on forms on ICON’s website, Laser App pulls broker, rep, and client data from your contact management software to automatically fill out up to 80% of fields in electronic forms. Current forms to open and maintain ICON allocation portfolio accounts (through Trust Company of America) and ICON mutual fund accounts can now be found on Laser App.   
  
Quik! Forms
It’s a complete Web-based forms library which pre-fills ICON Advisers forms in one centralized location with hundreds of financial services company forms. Quik! integrates with 30+ CRM databases including ACT for Advisors, Goldmine, Advisors Assistant (see entire listing on www.quikforms.com) so you can easily choose a client and generate pre-filled forms with client and advisor data that can be completed entirely online before printing. Set-up takes less than five minutes, and Quik! is easy to use, even for the least technical person on your team.

Please click here for the most recent copy of ICON's Form ADV, Part 2.

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Investing in securities involves inherent risks, including the risk that you can lose the value of your investment. There is no assurance that the investment process will consistently lead to successful results.

Consider the investment objectives, risks, charges, expenses, and share classes of each ICON Fund carefully before investing. The prospectus, summary prospectus and the statement of additional information contain this and other information about the Funds; please read the prospectus, summary prospectus and the statement of additional information carefully before investing. ICON DistributorsSM, distributor

ICON Funds are offered only to U.S. citizens or residents of the U.S., and the information on this Website is intended only for such persons. Nothing on this Website should be considered a solicitation to buy or an offer to sell shares of any ICON Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.


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