Notice to the Participants of Various Robinsons Bank UITFs: Revisions in Balanced Fund UITF and Tax-Exempt Retirement Fund (A Balanced UITF)

Dear Valued Investors of the RBank UITF,

We are pleased to inform you that the Robinsons Bank Trust and Investments Group and Board of Directors dated December 3, 2021, has approved the following amendments to the Plan rules & Declaration of Trust (DOT) of the  RBank Balanced Fund and RBank Tax-Exempt Retirement Fund (A Balanced UITF), effectively making the Funds more affordable to the participants, among other changes.  Below is the summary of the changes for your reference:

Likewise, this will be published in the succeeding editions of the Funds’ Key Information and Investment Disclosure Statement (KIIDS). Notwithstanding, we are submitting to you this Notice of Amendment in accordance with Article IX of the DOT which requires the Trustee to notify the participants in the Fund of any amendments made to the Fund.

Given the above, we will consider it your amenability to the above investments with your decision to remain invested in these Funds.  Should you have clarifications, please feel free to contact us at the following numbers: 8702-9500 locals 506, 546, and 544. You may also email us at for your queries.

Thank you for your continued support!