AGREEMENT AND PLAN OF REORGANIZATIONReorganization Agreement • September 26th, 2008 • PHOENIX PHOLIOs • Delaware
THIS AGREEMENT AND PLAN OF REORGANIZATION (the “Agreement”) is made as of this 31st day of May, 2007, by and between Phoenix Opportunities Trust a Delaware statutory trust (the “Acquiring Trust”), with its principal place of business at 101 Munson Street, Greenfield, Massachusetts 01301, on behalf of the Phoenix Wealth Accumulator PHOLIO (the “Acquiring Fund”), a separate series of the Acquiring Trust, and Phoenix PHOLIOsSM, a Delaware statutory trust (the “Selling Trust”), on behalf of the Phoenix Wealth Accumulator PHOLIO (the “Acquired Fund”), a separate series of the Selling Trust.
