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Change Share Class Naming

Dinorah Simoni06-02-2025 10:41

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

Brent Devey06-03-2025 13:45

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 06-02-2025 10:41

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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 06-03-2025 13:45

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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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