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Documents & Forms Center
Fund Fact Sheets

Income Fund Fact Sheet (2 page .pdf, 428kb)

Growth Fund Fact Sheet (2 page .pdf, 444kb)


Saturna IRA

Saturna IRA (Traditional & Roth) Brochure
(16 page .pdf, 440kb)

IRA Distribution Form (1 page .pdf, 316kb)

Saturna SEP & SIMPLE Plans (24 pages .pdf, 4.2MB)


Health Savings Accounts

HSA Brochure (16 page .pdf, 384kb)

Education Savings Accounts

ESA Brochure (16 page .pdf, 1.8MB)

Account Maintenance

General Account Maintenance Form (288kb)
  • Change of Address
  • Initiate Automatic Investment
  • Initiate E-Only Correspondence
  • Designation of Beneficiary

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Prospectus

Download the current Prospectus and Application (12 page .pdf, 384kb) dated August 20, 2007.
View Online Prospectus (HTML) Link opens a new window.

Semi-Annual Report

Download the current Semi-Annual Report (20 page .pdf, 576kb) for the six months ended November 30, 2007.
View Online Semi-Annual Report (HTML) Link opens a new window.

Annual Report

Download the Annual Report (24 page .pdf, 556kb) for the year ended May 31, 2007.
View Online Annual Report (HTML) Link opens a new window.

Statement of Additional Information

Download the current Statement of Additional Information (16 page .pdf, 164kb) dated August 20, 2007.
View Online SAI (HTML) Link opens a new window.

Zakah

Download the Saturna Capital Zakah Brochure (8 page .pdf, 112kb).

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