Liquidation: RM Opportunity Trust

Form Type: 497

Filing Date: 2025-01-16

Corporate Action: Liquidation

Type: New

Accession Number: 000158064225000342

Filing Summary: The Board of Trustees of RM Opportunity Trust has approved a Plan of Liquidation for the RM Greyhawk Fund, initiating a complete redemption of all outstanding shares by February 20, 2025. Effective immediately, the Fund will cease to accept new investments and will begin liquidating its portfolio, investing in cash or cash equivalents. Shareholders can redeem their shares prior to the Liquidation Date, but any redemption outside of tax-deferred accounts may be subject to tax on gains. On the Liquidation Date, remaining assets will be distributed pro rata to shareholders. Shareholders who do not redeem their shares will have them automatically redeemed on that date. Important tax implications for retirement plan investors related to redemptions are outlined, emphasizing the need for consultation with tax advisors.