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Change Share Class Naming

Dinorah Simoni16 days ago

I'm looking for guidance on how to update a share class name. I need to change it from AP-1 Preferred ...

Brent Devey15 days ago

Hi Dinorah! We definitely want to make sure that your share class name matches the COI and our Support ...

1. Change Share Class Naming

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Dinorah Simoni
Posted 16 days ago

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I'm looking for guidance on how to update a share class name. I need to change it from AP-1 Preferred Shares to APT-1 Preferred Shares to reflect the COI designation. Has anyone gone through this process?

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Dinorah Simoni
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2. RE: Change Share Class Naming

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Brent Devey
Posted 15 days ago

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Hi Dinorah!

We definitely want to make sure that your share class name matches the COI and our Support team can help you make the change. You can give us a call at +1 (855) 921-2859 and we'll get you taken care of.

Thanks for reaching out!

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Brent Devey
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