Preparing for ETFs as a Share Class

Alert
March 17, 2025
1 minutes

This white paper helps funds, advisers and fund boards prepare to take advantage of highly anticipated exemptive relief from the SEC permitting registered funds to offer both ETF and mutual fund share classes. The paper provides a legal and compliance roadmap for advisers and boards in their initial implementation of a combined share class structure and their ongoing monitoring of such a structure.

Read The White Paper

For additional information, please register for our upcoming webinar on the topic.