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What if an advisor initiated a transfer of Series D units of PH&N funds in-kind from either PH&N or a discount broker dealer prior to November 17, 2008?

April 26, 2017advisor funds in-kind initiated SERIES transfer units

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What if an advisor initiated a transfer of Series D units of PH&N funds in-kind from either PH&N or a discount broker dealer prior to November 17, 2008?

1 Answer

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Any in-kind transfers received by PH&N prior to November 17, 2008 will be processed. For a period of time following November 17, 2008, PH&N Client Services will review new transfers and give consideration to the initiation date to determine whether these transfers in kind will be allowed.