Step 1 of 5

Ready to invest?

The following information will help us open your Archalos Fund account. It's only 5 short steps.

Are you an institutional investor or financial advisor? If so, please contact us instead.

First, the basics

First name *

Enter an answer.

Middle name

Last name *

Enter an answer.

Preferred name or nickname

Phone *

Enter an answer.

Phone type *

Select an option.

Email *

Enter a valid email.

Step 2 of 5

Your timeline and investment goals

How would you describe your investment knowledge?

Inexperienced Somewhat knowledgeable Knowledgeable Very knowledgeable

Select an option.

How long have you been investing?

0 to 5 years 6 to 10 years 11 to 20 years More than 20 years

Select an option.

When do you anticipate needing to make withdrawals from this investment?

1 to 5 years 6 to 10 years 11 to 20 years More than 20 years

Select an option.

Which of the following best describes your investment goal?

Income and capital preservation Income with moderate growth Growth Aggressive growth

Select an option.

Approximately what percentage of your total portfolio will this investment be?

0% – 15% 15% – 35% 35% – 60% More than 60%

Select an option.

Please note

It is recommended that the Archalos Fund be one component of a diversified portfolio.

The minimum initial investment is $50,000.

Archalos Fund charges a management fee of 1% annually of the total investment value, charged quarterly.

The recommended time horizon for investing in the Archalos Fund is 3 years or more, though funds can be withdrawn at any time.

I understand *

You must acknowledge to continue.

Step 3 of 5

Now just a little more information about you

Social Security Number *

Your data will always be transmitted and stored securely.

Enter an answer.

Date of Birth *

Required.

Other Phone

Phone Type

Address *

Enter an answer.

Address – line 2

City *

Required.

State *

Required.

Zip Code *

Required.

Step 4 of 5

Your Investment Account

What type of account are you opening? *

Individual, Joint, or Trust Rollover Retirement Account

Select an option.

What kind? *

Individual Account Joint Tenant Account Revocable Trust Irrevocable Trust

Select an option.

Tell us about the secondary account holder

First name *

Required.

Middle name

Last Name *

Required.

Date of birth *

Required.

Phone *

Required.

Phone type *

Required.

Email *

Required.

Social security number *

Required.

Does this person share your address?

Yes No

Address *

Required.

Address – line 2

City *

Required.

State *

Required.

Zip Code *

Required.

What kind of retirement account? *

Traditional IRA Roth IRA

Select an option.

Step 5 of 5

Funding

Please tell us the source of the initial funds to open your new account. A $50,000 minimum is required.

Please note: Submitting this form will not initiate a transfer. After we open your account, we will contact you for a signature authorizing any transactions.

How would you like to fund? *

ACH Transaction (electronic check) Transfer of Assets (TOA) — move existing assets from one financial institution to another

Select an option.

Routing Number *

Required.

Account Number *

Required.

Amount (in dollars) *

Must be at least $50,000.

Required.

Name of Custodian, Mutual Fund Company, or Insurance Company *

i.e. "Fidelity" or "Charles Schwab"

Required.

Title of Account *

Usually the name of the account owner. Found on the front page of the account statement.

Required.

Account Number *

Required.

Account type *

Required.

How shall we do the asset transfer? *

Full transfer of cash Partial transfer of cash

*If your account has securities in it, please liquidate these with the existing custodian before transfer.

Select an option.

Cash amount ($) *

$50,000 minimum

Required.

Are all account holders at the delivering custodian also signers on this new account? *

Yes No

Select an option.

Are the names (first/middle/last) on this new account identical to the names of the same account holders on the delivering custodian account? *

Yes No

Select "No" if any account holders have changed their names (i.e. by getting married), and the changed names are not reflected in the delivering account.

Select an option.

Document upload

In order to initiate the Asset Transfer, we need a scan of a recent account statement from the delivering account (dated within 90 days of today).

Account statement (from the last 90 days) * + Upload File

A file is required.

Please also upload scans of any name change documentation. It must be a certified court document demonstrating a name change, or in the case of a last name change, a marriage certificate or divorce decree.

Name difference documentation * + Upload File

i.e. Marriage Certificate, Court Order, Adoption Certificate, etc.

A file is required.

That's it!

Thank you for investing with integrity!

By clicking "Submit," you are authorizing Anson Capital, Inc., manager of the Archalos Fund, to initiate an account opening in your name with our custodian Charles Schwab. After 3–5 business days, you will be sent an email detailing how to review and sign any documents necessary to open your account. Once your signature is received, funds will be transferred into your account, and you will be able to log in to your new Archalos Fund portal to view it.

Please fix the highlighted fields above before submitting.

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Open & fund your account

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Your separately managed account

Straightforward terms.

Ready to invest?

First, the basics

Your timeline and investment goals

Please note

Now just a little more information about you

Your Investment Account

Tell us about the secondary account holder

Funding

Document upload

That's it!

That's it!

Trust document pages upload

The Fund

Company

Company

Disclosure and Legal Notice

Use of Website and Limitation of Liability

Investment Risk and Content Limitations