Sentry Select Diversified Income Trust has filed and received a receipt for a final short-form prospectus across Canada, qualifying up to 108,908,597 units of the trust to be issued in connection with its exchange offer with a value of approximately $517 million.
The trust is a closed-end investment trust that aims to maximize distributions to unitholders by investing primarily in high income securities issued by a broad range of royalty and income trusts, real estate investment trusts, and limited partnerships and, to a lesser extent, fixed-income securities and high-yielding common stocks.
The exchange offer was open for acceptance by holders of securities of the eligible issuers until 16:00 ET on October 15. The closing is expected to occur on or about October 26.
Holders of securities of Issuers who accept the exchange offer will be eligible to receive all distributions commencing with the distribution to be made to unitholders of record on October 31.
Sentry Select Capital Corp. says he manager has agreed to reimburse the Trust for the expenses of the exchange offer, including the solicitation and agency fees, incurred by the trust in 28 equal quarterly installments (due January 1, April 1, July 1 and October 1), together with interest, beginning on Jan. 1, 2009. This obligation will be evidenced by a promissory note to be issued at the closing of the exchange offer, which will bear interest from the date of issue at the prime rate of interest posted from time to time by the trust’s bank.
National Bank Financial Inc. is the dealer manager for the exchange offer.
Sentry Select Diversified Income Trust files final prospectus for exchange offer
- By: IE Staff
- October 18, 2007 October 18, 2007
- 10:10