Core Viewpoint - 1832 Asset Management L.P. is enhancing the Marquis Investment Program by renaming it to Dynamic Integrated Portfolios and reducing fees, aiming to simplify the program and better serve clients [1][2]. Name Changes - The Marquis Investment Program will be renamed to Dynamic Integrated Portfolios effective December 5, 2025, with each underlying portfolio also receiving new names [2]. - New names include: - Marquis Balanced Income Portfolio to Dynamic Integrated Balanced Income Portfolio - Marquis Balanced Portfolio to Dynamic Integrated Balanced Portfolio - Marquis Balanced Growth Portfolio to Dynamic Integrated Balanced Growth Portfolio - Marquis Growth Portfolio to Dynamic Integrated Growth Portfolio - Marquis Equity Portfolio to Dynamic Integrated Equity Portfolio [2]. Fee Reductions - Management fees for select funds will be reduced by 0.10%, effective on or about December 5, 2025 [3][4]. - Specific fee changes include: - Dynamic Integrated Balanced Income Portfolio Series A from 1.70% to 1.60% - Dynamic Integrated Balanced Portfolio Series A, T from 1.75% to 1.65% - Dynamic Integrated Balanced Growth Portfolio Series A, T from 1.80% to 1.70% - Dynamic Integrated Growth Portfolio Series A, T from 1.85% to 1.75% [3][4]. Risk Rating Changes - Risk ratings for several funds will change effective on or about December 5, 2025, in accordance with the Risk Classification Methodology mandated by the Canadian Securities Administrators [5][6]. - Changes include: - Dynamic Conservative Yield Private Pool Class from Low to Medium to Low - Dynamic Global Equity Income Fund from Medium to Low to Medium - Dynamic Energy Evolution Fund from Medium to High to High [5][6]. Company Overview - Dynamic is a division of 1832 Asset Management L.P., offering a range of wealth management solutions including mutual funds and actively managed ETFs [7]. - 1832 Asset Management L.P. is a limited partnership, wholly owned by Scotiabank [7].