"Oak Value Fund - How To Invest Page"

For your convenience, the following fund documents are available for you to download in Adobe Acrobat PDF format. You will need the Adobe Acrobat Reader to view these documents once they have been downloaded. The Adobe Acrobat Reader is available free from Adobe. If you do not already have Acrobat Reader, you may connect to the Adobe website to download it. Please read the prospectus carefully before investing.

Prospectus
SAI (Statement of Additional Information)
New Account Application
(do not use this application to establish a Fund IRA Account)
Traditional IRA Application & Disclosure
(includes asset transfer form)
Roth IRA Application & Disclosure
(includes asset transfer form)
Coverdell (Education) IRA Application & Disclosure
(includes asset transfer form)

Simple IRA Application & Disclosure
(includes asset transfer form)
Make any checks payable to the "Oak Value Fund"
and mail to:
Oak Value Fund,
P.O. Box 46707
Cincinnati, OH 45246-0707
Overnight Address:
Oak Value Fund, c/o Ultimus Fund Solutions, LLC
225 Pictoria Drive, Suite 450
Cincinnati, OH 45246.


ACCOUNT TYPE	INITIAL	SUBSEQUENT
Regular Account	$2,500	$100
Retirement Plan Account	$1,000	$100
Automatic Investment Plan	$2,500	$100

Oak Value Capital Management, Inc. ("Oak Value"), investment adviser to the Oak Value Fund,
is registered with the Securities and Exchange Commission pursuant to the Investment Advisers Act of 1940.

The information provided on this site is accompanied by the Oak Value Fund PROSPECTUS
Your use of this site signifies your acceptance of our TERMS AND CONDITIONS.

WEBMASTER: Jay P. Schwantes - HOSTED and MAINTAINED by: WebEFX.net, Durham, NC

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