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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ESG Reporting

Carbon Emissions Portfolio Report

Montrusco Bolton US Equity Fund as of September 30, 2023

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Carbon Risk Report

Montrusco Bolton US Equity Fund as of September 30, 2023

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ESG Risk Rating Portfolio Report

Montrusco Bolton US Equity Fund as of September 30, 2023

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Carbon Emissions Portfolio Report

Montrusco Bolton Global Equity Fund as of September 30, 2023

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Carbon Risk Report

Montrusco Bolton Global Equity Fund as of September 30, 2023

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ESG Risk Rating Portfolio Report

Montrusco Bolton Global Equity Fund as of September 30, 2023

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Internal Policies

Montrusco Bolton Diversity and Inclusion Policy

Updated as of December 2023

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Montrusco Bolton Proxy Voting Policy

Updated as of September 2023

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Montrusco Bolton Engagement Policy

Updated as of February 2023

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Montrusco Bolton Responsible Investment Policy

Updated as of August 2022

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Montrusco Bolton Policy against harassment

Updated as of August 2022

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Other

Montrusco Bolton’s Commitment to Japan’s Stewardship Code

August 1st, 2023

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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

2022-07-01 to 2023-06-30

Montrusco Bolton U.S. Equity Fund

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2022-07-01 to 2023-06-30

Montrusco Bolton Canadian Equity Fund

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2022-07-01 to 2023-06-30

Montrusco Bolton Canadian Small Capitalization Equity Fund

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2022-07-01 to 2023-06-30

Montrusco Bolton Equity Income Fund

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2022-07-01 to 2023-06-30

Montrusco Bolton Global Equity Fund

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Strategies

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Responsible Investment

ESG criteria are at heart of our investment processes since 2004.

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