Settlements

SettlementsWhen the fund has a financial interest in a class action case that settles, your designated users may view Portfolio Guard’s settlements tab to learn how the settlement impacts the fund. They may also view the value of the settlement, the class period involved, and the fund’s estimated losses. Girard Gibbs will work with the fund’s custodial bank to ensure the proper documents are filed and your share of any class settlement does not go unrecovered.