What is the minimum investment in each Insight fund?
The minimum investment for each Insight fund is $1,000. • What are the minimum subsequent investments? The minimum subsequent investments are $1,000 per fund. • What happens if the client’s investment drops below $25,000? Due to the relatively high cost of maintaining smaller denominated accounts, an investors minimum amount will not be allowed to fall below $20,000. If the investment falls to $20,000 or below, unitholders will be notified and allowed 10 days to make additional investments to increase the aggregate net asset value of the units in their account. If the unitholder does not make the necessary contributions, the units will be redeemed. • What is the client fee for an Insight account? The Consulting Fee is negotiable within a range of 0 to 1.50%, depending upon how you choose to price your services. Insight’s negotiable fee allows you more flexibility when pricing your client accounts. You may choose to discount from the maximum rate to make the investment solution more com
