MUTUAL FUND LAUNCH PROCESS

Organizing a fund takes approximately 115 days. This timeline may vary based on the amount of time it takes to finalize the prospectus for filing with the SEC and may be impacted by SEC comments.

Atlantic Fund Services prepares the first draft prospectus with input from the advisor and manages the process through the filing date. Once the registration statement is filed, Atlantic works with the fund sponsor and advisor to prepare materials for an in-person presentation to the Board of Trustees prior to the fund's effective date.

MUTUAL FUND LAUNCH TIMELINE