Fund of Funds Participation Agreement
Thank you for your interest in entering into a Fund of Funds Participation Agreement with ProFunds Trust and Access One Trust. We look forward to working with you. Below you will find links to our Fund of Funds Participation Agreement in Word Format, a copy of our Exemptive Order, and a copy of our Exemptive Application.
Relevant Documents
| Document Name | Link |
|---|---|
| Fund of Funds Participation Agreement | Link |
| Exemptive Order | |
| Exemptive Application |
If you have comments regarding our standard Agreement, please use the "track changes" feature of Word to summarize your comments. Forward the marked up Agreement to Jay Bendesky at jbendesky@proshares.com. When you are ready, please send your signed copy to Jay Bendesky at ProFunds: 7272 Wisconsin, 21st Floor Bethesda, MD 20814. Contact Ms. Blum or your salesperson using the Contact Information below if you have question.
Funds Not Covered by the Agreement
Our Fund of Funds Participation Agreement does not apply to our ProFunds VP and Access One Trust VP funds, which are only offered to eligible entities (e.g., insurance company separate accounts that serve as an investment medium for variable insurance contracts, qualified pension and retirement plans, and certain insurance companies) that have executed a different Participation Agreement with the Trusts. A full list of our Variable Product (VP) products can be found here.
Contact Information
| Chris Bercaw, Senior Manager, Client Services | |
| Telephone: | 1-240-497-6524 Direct |
| Email: | cbercaw@proshares.com |
| U.S. Mail: | 7272 Wisconsin 21st Floor Bethesda MD 20814 |
| Pete Dabrowski, Senior Manager, Tactical Product Group |
| DIRECT: | 240-497-6433 |
| WEB ProShares| ProFunds |