ATLANTIC'S PROVEN PROCESS AND EXPERIENCED STAFF, GUIDE YOU THROUGH THE PROCESS OF LAUNCHING A FUND.

LAUNCHING A MUTUAL FUND

Organizing a fund as a series of the Forum Funds takes approximately 115 days. The infrastructure of the fund, i.e. the Board, the service providers and the fund policies and procedures, are already in place so the focus is on drafting and filing the Registration Statement. The Trust’s Fund Administrator, Atlantic Fund Services, guides you through the launch. Atlantic will:

  • Provide fund operating expense projections

  • Coordinate meetings; define timeline and deliverables

  • Draft the Registration Statement and work with you to define the investment strategy and process, and other key aspects of the fund

  • File the fund’s registration statement with the SEC

  • Coordinate Registration Statement comments and responses

  • Assist you in the preparation of Board materials for approval

  • Engage and guide you through the operational decisions of the fund