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 consider financially material sustainability-related risks and opportunities in our investment process and actively engage with the companies in which we invest, in line with our fiduciary duty.
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