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You
may purchase Shares directly from a Fund by calling
WesMark Funds Shareholder Services at 1-800-864-1013,
through WesBanco Securities, Inc. or through an investment
professional. The Funds reserve the right to reject
any request to purchase or exchange Shares.
DIRECTLY
FROM A FUND
- Establish
your account with a Fund by submitting a completed
New Account Form; and
- Send
your payment to a Fund by Federal Reserve wire or
check.
You
will become the owner of Shares and your Shares will
be priced at the next calculated NAV after the Fund
receives your payment. If your check does not clear,
your purchase will be canceled and you could be liable
for any losses or fees a Fund or its transfer agent
incurs.
An institution may establish an account and place
an order by calling a Fund and the Shares will be
priced at the next calculated NAV after a Fund receives
the order.
By
Wire
To
purchase Shares by Federal Reserve wire, contact your
account officer for wiring instructions. Wire orders
will only be accepted on days on which a Fund, WesBanco
and the Federal Reserve Banks are open for business.
By
Check
Make
your check payable to “Fund Name”, note your account
number on the check (for existing shareholders only),
and mail it to:
WesMark
Funds Shareholder Services
WesBanco Bank, Inc.
One Bank Plaza
Wheeling, WV 26003
Payment should be made in U.S. dollars and drawn
on a U.S. bank. A Fund may reject any purchase
request involving a check that is not made payable to
The Wesmark Family of Funds (including, but not
limited to, requests to purchase Shares using third-
party checks), or involving temporary checks or
credit card checks.
THROUGH
WESBANCO SECURITIES, INC.
Shares can be purchased through WesBanco
Securities, Inc. (WSI), by visiting a WSI investment
professional or by calling 1-800-368-3369. Once
you have established your account with WSI, you
may submit your purchase order to a WSI investment
professional before the end of regular trading
on the NYSE (normally 4:00 p.m. Eastern time).
You will receive the next calculated NAV if the
investment professional forwards the order to a Fund
on the same day and a Fund receives payment
within three business days. You will become the
owner of Shares and receive dividends when a Fund
receives your payment.
THROUGH
AN INVESTMENT PROFESSIONAL
- Establish
an account with the investment professional; and
- Submit
your purchase order to the investment professional
before the end of regular trading on the NYSE (normally
4:00 p.m. Eastern time). You will receive the next
calculated NAV if the investment professional forwards
the order to the Fund on the same day and the Fund
receives payment within three business days. You
will become the owner of Shares and receive dividends
when the Fund receives your payment.
Investment professionals should send payments according
to the instructions in the sections "By Wire" or
"By Check."
THROUGH AN EXCHANGE
You may purchase Shares through an exchange from
another WesMark Fund or from Automated Cash
Management Trust.
BY SYSTEMATIC INVESTMENT PROGRAM
Once you have opened an account, you may automatically
purchase additional Shares on a regular
basis by completing the Systematic Investment Program
(SIP) section of the New Account Form or by
contacting a Fund or your investment professional.
The minimum investment amount for SIPs is $100.
BY AUTOMATED CLEARING HOUSE (ACH)
Once you have opened an account, you may purchase
additional Shares through a depository institution
that is an ACH member. This purchase option
can be established by completing the appropriate
sections of the New Account Form.
RETIREMENT INVESTMENTS
You may purchase Shares as retirement investments
(such as qualified plans and IRAs or transfer or rollover
of assets). Call the Fund or your investment
professional for information on retirement investments.
We suggest that you discuss retirement
investments with your tax adviser. You may be subject
to an annual IRA account fee.

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