How do I file an ‘amended and restated’ multiple final prospectus for an investment fund?
Amending and restating a multiple prospectus means that the whole prospectus is being restated but not necessarily that all funds are being amended. You will be making changes to the ‘Sub-type and documents’ section of the prospectus filing. You will select ‘Amendment to final’ sub-type, and under the ‘Investment funds in this submission’, select ‘all’ the funds listed.
If only some of the funds are being amended, please contact the CSA Service Desk to request fee exception codes from jurisdictions where there are fees for an amendment to final (‘Impacted Jurisdictions’). Please see ‘What is a fee exception and how do I request a fee exception code?’ for guidance on how to request fee exception codes. The Impacted Jurisdictions will create an outstanding fee to collect fees for the actual funds that are being amended.
Last updated on: March 28, 2024