Compliance
Amendment to the investment policy
April 2021 – Amendment to the investment policy of the Montrusco Bolton Global Equity Fund and Montrusco Bolton Global Equity ex Fossil Fuels Fund
Internal Policies
Other
W-8BEN
Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)
W-8IMY
Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding and Reporting
W-8BEN-E
Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)
W-8ECI
Certificate of Foreign Person’s Claim That Income Is Effectively Connected With the Conduct of a Trade or Business in the United States
Proxy Voting
Responsible Investment
We integrate environmental, social and governance (ESG) considerations into our investment process and actively engage with companies we invest in.
READ
Contact Us