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10 Things...to consider when modernizing, harmonizing fund documents

04/19/2023

Mutual fund complexes, and the boards that oversee them, sometimes have reason and the opportunity to review, modernize, and/or harmonize fund documents. The process can be prompted by a desire or need to update documents of funds that are older, merger or acquisition activity that has brought new funds into the ... Log in to view full article.

 


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