Common Contracts
5 similar Agreement and Plan of Reorganization contracts by Franklin Custodian Funds, Franklin Mutual Series Funds, Franklin Strategic Series, others
August 26, 2016Agreement and Plan of Reorganization • September 9th, 2016 • Franklin Strategic Series
In rendering our opinion, we have reviewed and relied upon: (a) a copy of the executed Plan, dated as of August 5, 2016; (b) the prospectus/proxy statement provided to shareholders of the Target Fund in connection with a Special Meeting of Shareholders held on August 5, 2016; (c) certain representations concerning the Reorganization made to us by FSS, on behalf of the Acquiring Fund and the Target Fund, in a letter dated August 26, 2016 (the “Representation Letter”); (d) all other documents, financial and other reports and corporate minutes we deemed relevant or appropriate; and (e) such statutes, regulations, rulings and decisions as we deemed material in rendering this opinion.
Stradley Ronon Stevens & Young, LLP Logo ]Agreement and Plan of Reorganization • May 26th, 2016 • Franklin Tax Free Trust
In rendering our opinion, we have reviewed and relied upon: (a) a copy of the executed Plan, dated as of April 4, 2016; (b) the prospectus/proxy statement provided to shareholders of the Target Fund in connection with a Special Meeting of Shareholders held on April 4, 2016; (c) certain representations concerning the Reorganization made to us by FVIT, on behalf of the Acquiring Fund and the Target Fund, in a letter dated April 29, 2016 (the “Representation Letter”); (d) all other documents, financial and other reports and corporate minutes we deemed relevant or appropriate; and (e) such statutes, regulations, rulings and decisions as we deemed material in rendering this opinion.
April 1, 2016Agreement and Plan of Reorganization • April 6th, 2016 • Franklin Value Investors Trust
In rendering our opinion, we have reviewed and relied upon: (a) a copy of the executed Plan, dated as of March 11, 2016; (b) the prospectus/proxy statement provided to shareholders of the Target Fund in connection with a Special Meeting of Shareholders held on March 11, 2016; (c) certain representations concerning the Reorganization made to us by FVIT, on behalf of the Acquiring Fund and the Target Fund, in a letter dated April 1, 2016 (the “Representation Letter”); (d) all other documents, financial and other reports and corporate minutes we deemed relevant or appropriate; and (e) such statutes, regulations, rulings and decisions as we deemed material in rendering this opinion.
March 11, 2016Agreement and Plan of Reorganization • March 15th, 2016 • Franklin Custodian Funds
In rendering our opinion, we have reviewed and relied upon: (a) a copy of the executed Plan, dated as of March 2, 2016; (b) the prospectus/proxy statement provided to shareholders of the Target Fund in connection with a Special Meeting of Shareholders held on March 2, 2016; (c) certain representations concerning the Reorganization made to us by FCF, on behalf of the Acquiring Fund, and FGT, on behalf of the Target Fund, in a letter dated March 11, 2016 (the “Representation Letter”); (d) all other documents, financial and other reports and corporate minutes we deemed relevant or appropriate; and (e) such statutes, regulations, rulings and decisions as we deemed material in rendering this opinion.
Stradley Ronon Stevens & Young, LLPAgreement and Plan of Reorganization • September 1st, 2015 • Franklin Mutual Series Funds
In rendering our opinion, we have reviewed and relied upon: (a) a copy of the executed Plan, dated as of February 25, 2015; (b) the prospectus/proxy statement provided to shareholders of the Target Fund in connection with a Special Meeting of Shareholders held on August 7, 2015; (c) certain representations concerning the Reorganization made to us by FMSF, on behalf of the Acquiring Fund, and the Target Fund in a letter dated August 27, 2015 (the “Representation Letter”); (d) all other documents, financial and other reports and corporate minutes we deemed relevant or appropriate; and (e) such statutes, regulations, rulings and decisions as we deemed material in rendering this opinion.
