Exchange Place Advisors Trust Proxy Filing

TL;DR

Exchange Place Advisors Trust filed proxy docs, no fee. Formerly North Square Investments Trust.

AI Summary

Exchange Place Advisors Trust filed a DEFA14A on August 27, 2025, concerning proxy statement information. The filing indicates no fee was required for this submission. The company was formerly known as North Square Investments Trust until a name change on August 21, 2018.

Why It Matters

This filing provides important information to shareholders regarding proxy voting, which is crucial for corporate governance and decision-making.

Risk Assessment

Risk Level: low — This is a routine proxy filing (DEFA14A) with no immediate financial implications or significant corporate actions disclosed.

Key Players & Entities

• Exchange Place Advisors Trust (company) — Registrant
• North Square Investments Trust (company) — Former company name
• 20250827 (date) — Filing date
• 20180821 (date) — Date of name change

FAQ

Filing Documents

• schedule-14a.htm (DEFA14A) — 43KB
• 0001580642-25-005551.txt ( ) — 44KB
• S000083897
• C000247983 (SPFFX)
• C000264391

From the Filing

UNITED SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) o Definitive Proxy Statement x Definitive Additional Materials o Soliciting Material Pursuant to Section 240.14a-11(c) or Section 240.14a-12 EXCHANGE PLACE ADVISORS TRUST (Name of Registrant as Specified in Its Charter) Payment of Filing Fee (Check the appropriate box): x No fee required. o Fee computed on table below per Exchange Act Rules 14a-6(i)(1) and 0-11. (1) Title of each class of securities to which transaction applies: (2) Aggregate number of securities to which transaction applies: (3) Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (set forth the amount on which the filing fee is calculated and state how it was determined): (4) Proposed maximum aggregate value of transaction: (5) Total fee paid: o Fee paid previously with preliminary materials. o Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by the registration statement number, or the Form or Schedule and the date of its filing. (1) Amount Previously Paid: (2) Form, Schedule or Registration Statement No.: (3) Filing Party: (4) Date Filed: Dear <<First Name>>, If you are an investor in the Sphere 500 Climate Fund, you have been sent a Proxy Statement that requests your vote on a proposal to change the Funds current management fee structure from a unitary fee arrangement. The Proxy Statement includes a description of, and information regarding, the proposal. After you carefully review the Proxy Statement, please vote &ndash; voting should just take a minute . Below we give more detail on the proposal and explain why every vote matters. The proposal must be approved by the shareholders of the Fund to take effect. The investment adviser for the Fund recommended the proposal, and it has been unanimously approved by the Board of Trustees. What the vote is about This is a proposal to change the Funds current management fee structure from a unitary fee arrangement, under which the Fund pays a single unitary fee to the Adviser at the annual rate of 0.07% of the Funds average daily net assets for investment advisory and other services, to one where the Fund will pay the Adviser a fee at the same annual rate of 0.07% of the Funds average daily net assets for its services, but the Fund will also be responsible for separately paying other Fund operating expenses. If the New Advisory Agreement is approved, the Adviser has agreed to contractually waive and/or reimburse certain fees and expenses of the Fund so that the total annual operating expenses (excluding any front-end or contingent deferred loads, taxes, interest expense, interest and dividends paid on short sales, acquired fund fees and expenses, brokerage commissions, expenses incurred in connection with any merger or reorganization, or extraordinary expenses, such as litigation) of the Fund are limited to 0.07% for the Funds current share class (to be renamed the R6 Class) to ensure that the Funds total annual operating expenses do not exceed the fee under the Current Advisory Agreement with respect to the Funds current Share class and do not exceed 0.30% for Institutional Class shares (a new share class that has not commenced operations), respectively, as a percentage of average net assets until December 31, 2030. Effective on or about September 16, 2025, the Funds current sole share class will be re-named Class R6 and will only be available to certain retirement plans trading through omnibus accounts. Shareholders holding Class R6, the Funds sole share class prior to September 16, 2025, who did not purchase such shares through individual retirement accounts may continue to hold such shares and are also eligible to purchase additional Class R6 shares. New investors that are not investing through a retirement plan will purchase Institutional Class shares. How to vote The Proxy Statement was provided to you by email or mail and offers several ways to cast your vote: 1. Vote online at vote.proxyonline.com using your proxy control number found on your proxy card (if you received the notification by email, the link you click to vote will automatically enter your proxy control number for you); 2. Mail your signed and voted proxy card back in the postage-prepaid envelope provided; 3. Call toll-free 1-888-227-9349 to reach an automated touchtone voting line; or 4. Call toll-free 1-800-347-4750 and speak with a live ope

View Full Filing

View this DEFA14A filing on SEC EDGAR