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Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Reporting Issuer 1 Issuer's name CNI Charter FundsLarge Cap Value Equity Fund 3 Name of contact for additional information
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How to fill out CNI Charter Funds large cap:

01
Gather necessary documents: Before filling out the CNI Charter Funds large cap application, make sure you have all the required documents ready. This may include your identification, social security number, and financial information.
02
Understand the investment objectives: Familiarize yourself with the investment objectives of CNI Charter Funds large cap. This fund aims to provide long-term capital appreciation by investing in large-cap companies.
03
Start the application process: Begin by visiting the CNI Charter Funds website or contacting their customer service to obtain the appropriate application form. Fill out the form accurately, providing all the required information.
04
Determine the investment amount: Decide on the amount you want to invest in the CNI Charter Funds large cap. Ensure you meet the minimum investment requirement specified by the fund.
05
Consider investment strategy: Evaluate your investment strategy and determine if the CNI Charter Funds large cap aligns with your financial goals and risk tolerance. Read the prospectus or consult a financial advisor for more guidance.
06
Review the terms and conditions: Carefully read through the terms and conditions provided in the application form. Ensure you understand the fees, expenses, redemption policies, and any other relevant information.
07
Submit the application: Once you have completed the application form, review it for accuracy and attach any additional required documents. Submit the application as per the instructions provided by CNI Charter Funds.

Who needs CNI Charter Funds large cap?

01
Investors seeking long-term capital appreciation: The CNI Charter Funds large cap is suitable for individuals or institutional investors who are looking to grow their investments over the long term. This fund focuses on large-cap companies that have the potential for significant capital appreciation.
02
Those interested in investing in large-cap companies: If you believe in the growth potential of large-cap companies and want to gain exposure to such companies, the CNI Charter Funds large cap can be a suitable investment option. It allows investors to diversify their portfolios by investing in a range of established, well-known companies.
03
Investors looking for professional management: The management team of CNI Charter Funds provides professional oversight and expertise in selecting and managing investments. If you prefer to invest in a fund that is actively managed by professionals, CNI Charter Funds large cap may be of interest to you.
04
Individuals with a moderate to high-risk tolerance: Like any investment, there are risks associated with investing in CNI Charter Funds large cap. Investors should have a moderate to high-risk tolerance and be willing to invest for the long term to potentially reap the rewards of capital appreciation.
Note: It is essential to conduct thorough research, assess your individual financial situation, and, if needed, seek professional advice before making any investment decisions.
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CNI Charter Fundslarge Cap is a large cap fund that focuses on investments in large-cap companies.
Investment managers or organizations managing large cap funds are required to file CNI Charter Fundslarge Cap.
CNI Charter Fundslarge Cap can be filled out by providing detailed information about the fund's investments in large-cap companies, performance metrics, and other relevant data.
The purpose of CNI Charter Fundslarge Cap is to provide investors with exposure to large-cap companies' potential for growth and stability.
Information such as fund performance, holdings, expenses, and investment strategies must be reported on CNI Charter Fundslarge Cap.
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