ATLANTIC COORDINATES THE CONVERSION, INCLUDING MANAGING THE SERVICE PROVIDER MIGRATION.

CONVERTING A FUND

The process of converting a fund from a single registrant, another series trust or even a hedge fund or other unregistered vehicle, is similar to launching a fund, with some additional considerations. The Trust’s Fund Administrator, Atlantic Fund Services, guides you through the additional steps. Atlantic will:

  • Draft the proxy; Form N-14, Schedule 14A or Schedule 14C will be required depending on the type of transaction

  • Coordinate the service provider migration to Atlantic

  • Work with fund counsel to determine if the transaction is tax-free and if performance can be brought over from the original fund

  • Manage proxy solicitation