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How do I file a separate prospectus for a new class or series of an existing fund?

When filing a preliminary prospectus for an investment fund that is offering a class or series not currently offered under any prospectus, you should answer ‘Yes’ to the question ‘Are you filing a separate prospectus for the class or series of the fund/s that is (are) not currently offered in another prospectus?’. This will ensure that the new class or series will be ‘added’ to the list of class and series in the profile. If ‘No’ is selected, the new class or series will ‘refresh’ and overwrite the list of class and series in the profile.

Last updated on: March 28, 2024


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