CNL CCT II is going public

You may have recently received communication from KKR that describes certain steps it is taking to enhance value and offer investor liquidity. This information, while helpful, may prompt further questions for you about your IRA holding.

 

Starting on November 14, 2017, please use the mailing and contact instructions listed below for all requests on KKR.

Regular Mail Overnight
PO Box 219984
Kansas City, MO 64121-9261
855-387-3847		 Mail Stop: KKR
430 West 7th Street
Suite 219984
Kansas City, MO 64105-1407
As always, we encourage you to seek the guidance of your professional financial representative and/or tax advisor when making these important investment decisions.
Please return to our Listings page for answers to additional questions you may have.

 

 

Press Release

11/1/17

(ORLANDO, Fla.) Nov. 1, 2017 – Corporate Capital Trust, a business development company, has commenced the final steps to prepare for the listing of the company’s shares of common stock on the New York Stock Exchange. Subject to market conditions, the company currently anticipates its shares will commence trading with ticker symbol “CCT” on or around Nov. 14, 2017. The company’s new investment advisory agreement with KKR Credit will become effective concurrent with the listing. There can be no assurance the company will be able to complete the listing in the expected timeframe, or at all.

Complete press release

Following KKR’s listing on a traded exchange, your available options are outlined below:

1

Do nothing.

You can keep your position and remain with First Trust Retirement. Enjoy the same benefits that you’ve always had.

2

Remain with First Trust Retirement, but select another alternative investment.

Please select from alternative investment sponsors listed below, complete the required paperwork, and enjoy the same great service at the same low cost.

3

Sell your shares and move to cash position remaining with First Trust Retirement.

You can call us, or utilize the KKR Liquidation Request Form by fax or mail to complete a sale order of your shares and move the proceeds to a cash position within First Trust Retirement.

4

Transfer shares to another custodian or brokerage account.

To send sale proceeds to a different account other than the First Trust Retirement IRA, submit completed transfer paperwork from the new financial institution by mail. Please consult your financial representative. There may be fees associated with this option.

2b

Alternative Investment Products Available

Stay with First Trust Retirement and move your IRA to another alternative investment. Complete the IRA Transfer/Rollover form, FTR IRA Application*, and the new Sponsor's subscription documentation. Sign all forms and mail to the appropriate address listed on the form.

*IRA Application only required if IRA account does not exist within Product Sponsor.