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This document serves as a formal notification to unitholders regarding the merger of two subfunds of Credit Suisse Fund (Lux), detailing the effective date, management fees, and new investment policies.
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How to fill out Credit Suisse Fund Merger Notification

01
Begin by gathering all necessary fund details such as the fund name, fund type, and registration number.
02
Identify the relevant merger details including the merging funds and their respective values.
03
Complete the notification template by filling in sections related to compliance, investment goals, and changes in risk factors.
04
Attach any required documentation that supports the information provided.
05
Review the filled form carefully to ensure accuracy and completeness.
06
Submit the notification to the appropriate regulatory body as specified by Credit Suisse.

Who needs Credit Suisse Fund Merger Notification?

01
Fund managers planning to merge their financial products.
02
Regulatory compliance teams within financial institutions involved in the merger.
03
Investors in the funds that are merging who need to understand how the changes may affect their investments.
04
Legal teams ensuring that all proper procedures are followed during the merger process.
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Credit Suisse Fund Merger Notification is a regulatory document that needs to be submitted when two or more investment funds managed by Credit Suisse are merging. It is designed to inform relevant authorities and stakeholders about the merger.
The managers or administrators of the investment funds that are merging are required to file the Credit Suisse Fund Merger Notification.
To fill out the Credit Suisse Fund Merger Notification, the fund managers should provide details about the funds involved, including their names, registration numbers, the terms of the merger, and any other relevant information as required by the regulatory authorities.
The purpose of the Credit Suisse Fund Merger Notification is to ensure transparency in the merger process and to keep regulatory bodies informed, thereby protecting the interests of investors and maintaining market integrity.
The information that must be reported includes details of the funds involved, the nature and rationale of the merger, the timeline, and any potential impacts on investors. Additionally, financial statements and legal opinions may also need to be included.
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