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