NOTE: For your convenience, the following fund documents are available for you to download in Adobe Acrobat PDF format. Acrobat Reader is available free from Adobe by connecting to theAdobe website. You can view these documents in Adobe Acrobat once they have been downloaded. Please read the Prospectus carefully before investing. You can also download the complete package of forms by clicking on the download link at the bottom of each section A zip/unzip application is required and can also be downloaded for free.

Minimum of required forms for each account type.
Optional Forms depending on manner in which you are funding account
Information
Account Type Forms Required
General Account UGMA, UTMA, Trusts, Corporation, Partnerships New Account Application
Prospectus (Read carefully before investing)
SAI (Statement of Additional Information)
Traditional/SEP/Roth Individual Retirement Account (IRA) Traditional/SEP/Roth IRA Application
IRA Transfer Request Form
Disclosure Statement
Prospectus (Read carefully before investing)
SAI (Statement of Additional Information)
Coverdell Education Savings Account (ESA) Application
Prospectus (Read carefully before investing)
SAI (Statement of Additional Information)

Make all checks payable to ‘Marathon Value Portfolio’ and mail to:
Marathon Value Portfolio
c/o Gemini Fund Services, LLC
P.O. Box 541150
Omaha, NE 68154-1150

Need help getting started? Call us with your questions or to request a kit to be mailed to you at 1-800-788-6086.

Minimum Investments
ACCOUNT TYPE INITIAL SUBSEQUENT
Individual, Corporate or Custodial Accounts $2,500 $100
Retirement Plan Accounts $2,500 $100

Investors should carefully consider the investment objectives, risks, charges and expenses of the Marathon Value Portfolio (the “Fund”). This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 1-800-788-6086 or going to http://www.marathonvalue.com. The prospectus should be read carefully before investing. The Fund is distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC.