Get the free Rule 22c-2 Shareholder Information Agreement

CGM Funds Rule 22c2 Shareholder Information Agreement SHAREHOLDER INFORMATION AGREEMENT entered into, 20 by and between CGM Trust with respect to its Mutual Fund series, its Realty Fund series and

How to fill out rule 22c-2 shareholder information

How to fill out rule 22c-2 shareholder information:

1. Gather the necessary documents: Before filling out the rule 22c-2 shareholder information, you will need to gather all the required documents. This may include the fund prospectus, shareholder agreements, and any other relevant documents provided by the investment company.
2. Provide personal information: Start by providing your personal information as a shareholder. This typically includes your full name, address, telephone number, and email address. Ensure that the information provided is accurate and up to date.
3. Specify ownership type: Indicate the type of ownership you have in the investment company. This could be individual, joint, trust, or any other applicable ownership type. If you are filling out the form on behalf of an entity or organization, provide the necessary details about the entity or organization.
4. Provide account information: Input the account number or identification number associated with your investment account. This helps the investment company identify your specific holdings and ensure accurate record-keeping.
5. Verify citizenship status: Confirm your citizenship status by indicating whether you are a U.S. citizen, U.S. resident, or a non-U.S. person. This information may be required for regulatory purposes.
6. Disclose beneficial ownership: If you have any indirect or beneficial ownership of the investment company, disclose this information as required by rule 22c-2. This could include any ownership through family members, business entities, or other means.
7. Complete any additional sections: Depending on the specific requirements of the investment company and the purpose of the form, you may need to provide additional information. This could include details about your investment objectives, risk tolerance, or any other relevant information.

Who needs rule 22c-2 shareholder information?

1. Existing shareholders: Existing shareholders of an investment company may need to provide rule 22c-2 shareholder information when requested by the investment company. This is necessary to ensure compliance with regulatory requirements and accurate record-keeping.
2. New investors: Individuals or entities looking to invest in an investment company that follows rule 22c-2 may need to provide shareholder information as part of the account opening process. This helps the investment company establish the investor's identity and ensure regulatory compliance.
3. Investment company personnel: Personnel within the investment company responsible for maintaining shareholder records and complying with regulatory requirements may need to collect and analyze rule 22c-2 shareholder information. This ensures that the investment company is meeting its obligations and maintaining accurate records.

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