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This document serves to inform shareholders of Neuberger Berman Income Funds about proposed changes in fund structure and investment policies, and outlines the upcoming shareholders meeting for voting.
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How to fill out form 497
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Provide the specific details requested in each section of the form, ensuring all fields are completed accurately.
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What is FORM 497?
FORM 497 is a regulatory form used by investment companies to provide information regarding changes to the terms of mutual funds or other investment products.
Who is required to file FORM 497?
Investment companies, including mutual funds, that are registered with the Securities and Exchange Commission (SEC) are required to file FORM 497 when there are updates or changes to their offerings.
How to fill out FORM 497?
FORM 497 can be filled out by completing the required sections, which include the fund's name, investment objectives, risks, expenses, and any updates about management or changes in policies, and then submitting it electronically to the SEC.
What is the purpose of FORM 497?
The purpose of FORM 497 is to ensure that investors are informed about important changes to mutual funds and investment products, thereby promoting transparency and informed decision-making.
What information must be reported on FORM 497?
FORM 497 must report information such as the investment objectives, changes in fees and expenses, risk factors, and updates about the fund's management or operations.
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