To file a shelf prospectus for an investment fund, the investment fund must not belong to a group. If the investment fund belongs to a group, first remove the fund from the group before you create a shelf prospectus filing. You can add the investment fund back to the group after filing the shelf prospectus.

In addition, for the shelf prospectus filing type to be available for an investment fund the ‘Category of investment fund’ field on the profile must be one of the following values: