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Summary Prospectus Amendment January 1, 2017, For the following funds with summary prospectuses dated January 12, 2016July 1, 2016 (each as supplemented to date): AMAP Fund Capital World Growth and

How to fill out summary prospectus amendment

How to fill out a summary prospectus amendment:

1. Obtain the necessary forms: Start by obtaining the appropriate forms for the summary prospectus amendment. These forms can typically be found on the website of the regulatory authority, such as the Securities and Exchange Commission (SEC) in the United States.
2. Review the existing summary prospectus: Carefully review the existing summary prospectus that you intend to amend. This will help you identify the specific sections or information that need to be updated or revised.
3. Determine the changes required: Identify the specific changes that need to be made to the summary prospectus. This may include updating financial information, disclosures, risk factors, or any other relevant details.
4. Prepare the revised sections: Modify the sections of the summary prospectus that require amendment. This may involve rewriting or revising the language to reflect the desired changes accurately.
5. Update the necessary sections: Update any necessary sections, such as the table of contents or index, to reflect the changes made in the revised sections.
6. Ensure compliance with regulations: Double-check that the amendments made to the summary prospectus comply with all applicable regulations and guidelines set by the regulatory authority (e.g., SEC).
7. Obtain any necessary approvals: If required, obtain any necessary approvals from internal or external parties, such as compliance officers, legal advisors, or supervisors, to ensure the amendment meets all legal and regulatory requirements.
8. File the amendment: Submit the completed summary prospectus amendment to the applicable regulatory authority following their specific filing requirements. This usually involves creating an electronic filing or mailing physical copies of the amendment.
9. Maintain records: Keep a copy of the filed amendment along with other relevant records for record-keeping purposes and future reference.

Who needs summary prospectus amendment?

1. Mutual fund companies: Mutual fund companies often need to file a summary prospectus amendment to reflect changes in investment strategies, management, or other important information that may impact potential investors.
2. Regulated financial institutions: Regulated financial institutions, such as banks or insurance companies, may require summary prospectus amendments to provide updated information on their investment or insurance products.
3. Independent financial advisors: Independent financial advisors who offer investment products may need to file summary prospectus amendments to ensure compliance with regulatory requirements and keep their clients informed about any changes to the investment products offered.
4. Investors: Investors who are considering investing in a mutual fund or other regulated investment products may find summary prospectus amendments helpful in making informed decisions, as these amendments often provide important updates to key information that can impact investment choices.

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What is summary prospectus amendment?

A summary prospectus amendment is a document filed to make changes or updates to a previously issued summary prospectus for an investment fund.

Who is required to file summary prospectus amendment?

Investment management companies or fund sponsors are required to file summary prospectus amendments when changes or updates are needed.

How to fill out summary prospectus amendment?

Summary prospectus amendments can be filled out by updating the required information and submitting it to the appropriate regulatory authorities.

What is the purpose of summary prospectus amendment?

The purpose of a summary prospectus amendment is to ensure that investors have accurate and up-to-date information about an investment fund.

What information must be reported on summary prospectus amendment?

Summary prospectus amendments typically include updates on fund performance, fees, and investment objectives among other information.