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Recent Technical Amendments to Form N-1A

As discussed in a prior Client Alert, the Securities and Exchange Commission (the Commission) has recently adopted a number of new rules as well as rule amendments (collectively, the Summary Prospectus Rules) designed to simplify mutual fund prospectus disclosure. The Summary Prospectus Rules include amendments to Form N-1A, the registration form for registered open-end management investment companies. Weve prepared a table to highlight some additional changes from the old version of Form N-1A (the Old Form N-1A) to the newly adopted version of Form N-1A, which became effective on March 31, 2009 (the New Form N-1A), that were not explicitly set forth in the Summary Prospectus Rules adopting release.

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