Resource hub

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

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Regulation 31-103

Registration Requirements, Exemptions and Ongoing Registrant Obligations

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Regulation 24-101

Trade-Matching Statement

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Internal Policies

Montrusco Bolton Responsible Investment Policy

Updated as of 2017

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Montrusco Bolton Policy against harassment

Updated as of January 2019

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Montrusco Bolton Proxy Voting Policy

Updated as of December 2020

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Other

W-8BEN

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)

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W-9

Request for Taxpayer Identification Number and Certification

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W-8IMY

Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding and Reporting

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W-8BEN-E

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)

 

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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

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Proxy Voting

2020-07-01 to 2021-06-30

Montrusco Bolton Global Equity Fund

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2020-07-01 to 2021-06-30

Montrusco Bolton Global Equity ex Fossil Fuels Fund

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2020-07-01 to 2021-06-30

Montrusco Bolton Equity Income Fund

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2020-07-01 to 2021-06-30

Montrusco Bolton Canadian Small Capitalization Equity Fund

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2020-07-01 to 2021-06-30

Montrusco Bolton Canadian Equity Fund

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2020-07-01 to 2021-06-30

Montrusco Bolton U.S. Equity Fund

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