Invest in IDEX Mutual Funds

Investing in Transamerica IDEX mutual funds is another option for investors. Transamerica has selected their in-house investment managers and sub-advisors from outside investment companies to form a premier team with experience in mutual funds speculation, a strong network of resources and a proven support system. This carefully chosen group puts it focus on the quality of mutual funds, not the quantity of products to be offered.

Contact Transamerica IDEX via phone or their Web site, listed in Resources below, to request a current prospectus.

Read the Transamerica IDEX prospectus carefully and thoroughly, as it contains information about the risks and expenses associated with mutual funds and other important investment information.

Speak with a Transamerica IDEX customer service representative or your own financial advisor to discuss your investment objectives and limits.

Consider moving forward with your Transamerica IDEX mutual fund investment and download (or request from their customer service department) a new account application.

Complete and return the new account application with an investment check or, if you're signing up for the Automatic Investment Plan, a voided check.

Invest in mutual funds by establishing an AIP account, by visiting the Transamerica IDEX Web site, by creating a payroll deduction or through an outside financial professional.

Tips & Warnings

• You can get a new account application by either downloading one from the Transamerica IDEX Web site or by calling their customer service department.
• Mutual funds can be registered any number of ways, depending on whether they'll be used by individuals, partners, minors or heirs, to name a few.
• Once you have opened an account with Transamerica IDEX, you can easily purchase additional shares online by clicking on Manage My Account.
• The Automatic Investment Plan (AIP) is one of the easiest ways to invest in your fund. Transamerica will transfer money from your bank account directly into your Transamerica IDEX account for you.
• Transamerica IDEX mutual funds, like all investments, come with risks, charges and potential additional expenses. Carefully consider your investment objectives before investing.
• Your prospectus contains all your pertinent investment information. Please read it carefully and thoroughly.
• To purchase funds in a new account, a $1,000 minimum is required, unless you establish an Automatic Investment Plan.
• You may not make more than four share exchanges in any quarter; if so, Transamerica IDEX may limit your exchange privileges.