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Q. How will an investor in mutual funds learn about changes that may occur in the mutual fund?
A mutual fund may undergo changes from time to time. Mutual funds are required to notify their unit holders of any material changes. Aside from that, many mutual funds send their investor’s quarterly newsletters.
Currently, offer documents must be revised and updated at least once every two years. Meanwhile, new investors are informed of material changes through an appendix to the offer document until the offer document is revised and reprinted.