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Why is Series B being capped?

April 26, 2017capped

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Why is Series B being capped?

1 Answer

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• to eliminate the front-end charges levied by discounters (the trailer on Series D units should now eliminate this); • to provide advisors with a series option that compensated them when using PH&N funds with their clients. Based on PH&N’s experience over the past year and by working constructively with advisors to understand their needs, PH&N has launched Series C fund units, which provide advisors with full and fair compensation for the advice they provide.