Prosper Managed Portfolios

PROSPER SEPARATELY MANAGED ACCOUNTS

The Prosper Separately Managed Accounts (or “SMAs”) are an evolution of the Provident investment offering. The Prosper SMAs retain the long-standing Provident investment philosophy and approach and bring the following additional benefits to our clients:

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• ​The ability for our investment decisions to be implemented rapidly and consistently across all client portfolios (minimizing time-consuming paperwork and unintended delays that may impact investment performance).

• A transparent view of all the underlying strategies , investment decisions and performance contributions.

• The support of a high-quality institutional investment consultant (Evidentia Group) to assist us with asset allocation, manager selection and risk management.

• The ability to access institutional pricing on underlying fund managers.

• Timely reporting and client communications on portfolio performance, market outlook and asset allocation changes

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TARGET MARKET DETERMINATIONS

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PROSPER 30

PROSPER 50

PROSPER 70

PROSPER 85

PROSPER 100

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Product Disclosure Statement