Plan of Reorganization between Ingenuity Capital Trust and Firsthand Funds 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by reviewing the introductory section, which outlines the parties involved and the purpose of the reorganization. Ensure you understand the context before proceeding.
3. Fill out Section 1, which details the reorganization process. Input necessary information regarding asset transfers and liabilities as specified in paragraphs 1.1 to 1.4.
4. Move to Section 2 for valuation details. Enter values for both the Acquired Fund's assets and net asset value calculations as outlined in paragraphs 2.1 and 2.2.
5. Proceed to Section 3, where you will confirm the closing date and any conditions that must be met prior to this date, ensuring compliance with all requirements stated.
6. Review Sections 4 through 8 for covenants, representations, and conditions precedent that need your attention. Fill in any required fields based on your specific circumstances.
7. Finally, ensure all signatures are collected in Section 15 before submitting your completed form for processing.

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