Transfer Instructions

Exchange Your Current Fund Shares

As a current shareholder of Artio Global Funds, you can exchange shares of one fund for shares of another at any time. For tax purposes, an exchange is treated as a sale and purchase; therefore, you may incur a taxable gain or loss.

You may exchange your Regular Account fund shares by mail or phone as described below. If you wish to transfer shares from your IRA account, you may do so by completing an IRA transfer form and sending it to the appropriate address listed in Step 2 below.

Review the prospectus carefully. The prospectus includes important information about fund goals and objectives, performance, fees and expenses, and other fund characteristics. Be certain that the dollar amount you plan to exchange meets the minimum initial investment required to purchase the class of shares you have selected.

By Mail

You may initiate an exchange by mail after completing the following steps:

1. Write a letter
Please include the following information:

  • The name of the fund and the share class that you wish to sell
  • Your account number(s)
  • Each owner's name and address
  • Dollar amount or number of shares to be exchanged
  • Signature(s) of the owner(s) as it appears on the account

2. Send it to the appropriate address

By regular mail
Artio Global Funds
c/o US Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701

By overnight delivery
Artio Global Funds
c/o US Bancorp Fund Services, LLC
615 E. Michigan St., FL 3
Milwaukee, WI 53202-5207

By Phone

You may initiate an exchange by phone if you have registered your account for telephone exchange privileges.

  • Dial 800 387 6977 (weekdays, 9 a.m. to 5 p.m., Central Time)
  • Press 1 to access your account
  • Press 4 to exchange shares

Please be prepared to provide the following information:

  • The name of the fund and share class to be sold
  • The number of shares or dollar amount to be exchanged
  • Your name and address, as it is shown on the fund application
  • Your account number