In our library you can find all of the documents needed to invest in our fund. Please read our prospectus before investing. All of these documents are in Adobe Acrobat PDF format. You must have Acrobat Reader to view these documents.
Leeb Funds Prospectus (June 30, 2011) - This is our current prospectus. Please read it before investing. 

Leeb Focus Fund Annual Report (November 30, 2011) - This is the annual report. It represents the performance of the fund for the fiscal period from December 1, 2009 to November 30, 2010. 

Leeb Focus Fund Semi-Annual Report (May 31, 2011) - This is the semi-annual report.

Leeb Statement of Additional Information - This Statement of Additional Information (SAI) is not a prospectus . It should be read in conjunction with the Prospectus of the Leeb Focus Fund dated March 31, 2010. 

Leeb XBRL Filing

Leeb General Application - As an investor, you are responsible for selecting a form of ownership that complies with the laws of your state of residence. Consult your financial advisor or an attorney if you need assistance. 

Leeb Traditional or SEP IRA Application - Use this TRADITIONAL/SEP IRA Application to open a TRADITIONAL or SEP IRA. 

Automatic Purchase Form - Under this plan, you may arrange for a regular amount of money to be automatically deducted from your bank account each month and invested in the Leeb Focus Fund. 

Leeb 403(b)(7) Change of Beneficiary Form - This form is used to change the beneficiaries for a non-ERISA 403(b)(7) custodial account.

Leeb 403(b)(7) Distribution Request Form - This form is used by 403(b) owners and beneficiaries of deceased 403(b) owners to request a distribution from an existing non-ERISA 403(b)(7) custodial account. 

Leeb Coverdell IRA Application - Use this application to open a COVERDELL ESA. 

Leeb General Account Transfer Form - The General Account Transfer Form is used to facilitate the transfer of a general account. You will need to complete a New Account Agreement if you do not already have an account established. 

Leeb Direct Rollover Request - The IRA Direct Rollover Request Form is used to facilitate the direct rollover of assets between a tax-qualified plan and a Traditional or Roth IRA. This form should not be used to facilitate a rollover or direct transfer of assets between IRAs. You will need to complete a New Account Agreement if you do not already have an account established.

Leeb ESA Change of Designation - Use this form to designate or change designations for the Designated Beneficiary, Death Beneficiary or Responsible Individual associated with an existing Coverdell Education Savings Account (ESA). 

Leeb ESA Distribution - Use this form to request a distribution from a Coverdell Education Savings Account (ESA). 

Leeb ESA Transfer Request Form - Use this Coverdell ESA Transfer Request Form to move ESA assets from one Coverdell ESA to another. You will need to complete a New Account Agreement if you do not already have an account established. If you have any questions regarding this form, please call 1-866-400-LEEB (5332). 

Leeb Financial Disclosure Form - Unified Financial Securities, Inc. Financial Disclosure for Traditional Individual Retirement Account, Simplified Employee Pension IRA, Simple Individual Retirement Account, Coverdell Education Savings Account, and Roth Individual Retirement Account. 

Leeb Gift Transfer Form - Use this form to give shares of your mutual fund account as a gift to an individual or a charity. 

Leeb HSA Application - Use this HSA Application to open a Health Savings Account. 

Leeb HSA Change of Beneficiary Form - This HSA Change of Beneficiary Form is used to change the beneficiaries for HSAs. If you have any questions regarding this form, please call 1-866-400-LEEB (5332).

Leeb HSA Distribution Form - Use the HSA Distribution Request Form for all requests for a distribution from the HSA. If you have any questions regarding this form, please call 1-866-400-LEEB (5332).

Leeb HSA Direct Rollover-Transfer Request Form - The HSA Direct Rollover-Transfer Request Form is used to facilitate the transfer of assets from an MSA to an HSA or between two HSAs. This form may be used to transfer assets from one Trustee/Custodian to another. This form should not be used to facilitate a rollover. You will need to complete a New Account Agreement if you do not already have an account established. If you have any questions regarding this form, please call 1-866-400-LEEB (5332). 

Leeb IRA Change of Beneficiary Form - This form is used to change the beneficiaries for Traditional, Roth, SEP and SIMPLE IRAs. 

Leeb IRA Distribution Form - Complete the IRA Request For Distributions Form to request a one time or systematic distribution from your IRA. If you have any questions regarding this form, please call 1-866-400-LEEB (5332).

Leeb IRA Transfer Form - The IRA Transfer Request Form is used to facilitate the transfer of assets between two IRAs. This form may be used to transfer Traditional, Roth, SEP, or SIMPLE IRA assets from one IRA Trustee/Custodian/Issuer to another. This form should not be used to facilitate a rollover of assets from an employer-sponsored qualified plan or to convert Traditional, SEP or SIMPLE IRA assets to a Roth IRA. If you have any questions regarding this form, please call 1-866-400-LEEB (5332). Note: Please complete a New Account Agreement if you do not already have an account established. 

Leeb Roth IRA Application - Use this ROTH IRA Application to open a ROTH IRA. 

Leeb Simple IRA Application - Use this SIMPLE IRA Application to open a SIMPLE IRA. 

Leeb TOD Form - Use this Transfer On Death Registration Form to name a beneficiary on your account. If you have any questions regarding this form, please call 1-866-400-LEEB (5332). 

Leeb Trust Certification Form - This form is used to certify that the representations and warranties in the trust document are true and complete. As required by federal law, we will use the trustee information provided below to verify your identity. If you have any questions regarding this form, please call Shareholder Services at 1-866-400-LEEB (5332).

Patriot Act Supplement

Coverdell/Education Savings Custodial Account Disclosure

Health Savings Custodial Account Disclosure

Roth IRA Custodial Account Disclosure

Simple IRA Custodial Account Disclosure

SEP IRA Custodial Account Disclosure

Feel free call toll-free 1-866-400-LEEB (5332) if you have additional questions.