Agreement And Plan Of ReorganizationAgreement and Plan of Reorganization • May 29th, 2014 • Aquila Municipal Trust • Massachusetts
Contract Type FiledMay 29th, 2014 Company JurisdictionThis Agreement And Plan Of Reorganization (the “Agreement”) is made as of the 11th day of October, 2013, by and between Aquila Municipal Trust, a Massachusetts business trust (the “Successor Trust”), on behalf of its series Aquila Churchill Tax-Free Fund of Kentucky (the “Successor Fund”), with its principal place of business at 380 Madison Avenue, Suite 2300, New York, New York 10017, and Churchill Tax-Free Trust, a Massachusetts business trust (the “Current Trust”), on behalf of its sole series Churchill Tax-Free Fund of Kentucky (the “Current Fund”), with its principal place of business at 380 Madison Avenue, Suite 2300, New York, New York 10017. The Successor Fund and the Current Fund are sometimes referred to collectively herein as the “Funds” and individually as a “Fund.”
Agreement And Plan Of ReorganizationAgreement and Plan of Reorganization • February 27th, 2014 • Aquila Funds Trust • Massachusetts
Contract Type FiledFebruary 27th, 2014 Company JurisdictionThis Agreement And Plan Of Reorganization (the “Agreement”) is made as of the 11th day of October, 2013, by and between Aquila Funds Trust, a Massachusetts business trust (the “Successor Trust”), on behalf of its series Aquila Three Peaks Opportunity Growth Fund (the “Successor Fund”), with its principal place of business at 380 Madison Avenue, Suite 2300, New York, New York 10017, and Aquila Three Peaks Opportunity Growth Fund, a Massachusetts business trust (the “Current Trust”), on behalf of its sole series Aquila Three Peaks Opportunity Growth Fund (the “Current Fund”), with its principal place of business at 380 Madison Avenue, Suite 2300, New York, New York 10017. The Successor Fund and the Current Fund are sometimes referred to collectively herein as the “Funds” and individually as a “Fund.”