IPO - Exchange Place Advisors Trust

Form Type: 485APOS

Filing Date: 2024-10-01

Corporate Action: Ipo

Type: New

Accession Number: 000158064224005891

Filing Summary: The Exchange Place Advisors Trust has filed a registration statement under the Securities Act of 1933 and Investment Company Act for its new exchange-traded fund (ETF), the North Square RCIM Tax-Advantaged Preferred Securities ETF. This document amends previous filings with an effective date planned for 75 days after filing. The ETF aims to provide high current income and long-term capital appreciation with a focus on tax-advantaged qualified dividend income (QDI). The fund will invest at least 80% of its net assets in preferred securities, utilizing an actively-managed investment strategy that emphasizes minimizing risk and optimizing returns. The prospectus details the fund’s investment objectives, strategies, associated risks, operating expenses, and management team, clearly outlining the intended benefits for potential investors. It also discusses various risk factors, such as market risk, credit risk, and tax-advantaged strategy risk, emphasizing the importance of understanding these risks before investing.