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This document provides materials related to a special meeting of stockholders of Sun Growth Variable Annuity Fund, Inc. regarding the proposal to transfer assets to MFS/Sun Life Series Trust and dissolve
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How to fill out form 497
How to fill out FORM 497
01
Obtain FORM 497 from the appropriate regulatory website or office.
02
Fill in the identification section with your name, address, and contact information.
03
Provide the details of the transaction or activity related to the report.
04
Include any relevant dates and amounts associated with the transaction.
05
Sign and date the form to certify that the information is accurate.
06
Submit the completed form to the designated agency or department as instructed.
Who needs FORM 497?
01
Individuals or businesses who engage in specific financial transactions that require reporting.
02
Financial institutions and service providers who must adhere to regulatory compliance.
03
Entities involved in transactions subject to oversight by regulatory bodies.
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What is FORM 497?
FORM 497 is a filing used by mutual funds and certain investment companies to provide information about their operations and ongoing offerings to investors and regulatory bodies.
Who is required to file FORM 497?
Mutual funds and specific investment companies that are offering new shares or make material changes to their existing filings are required to file FORM 497.
How to fill out FORM 497?
To fill out FORM 497, a filer must provide relevant information such as fund details, risk factors, investment objectives, and other pertinent data. This typically requires accurate financial reporting and compliance with regulatory guidelines.
What is the purpose of FORM 497?
The purpose of FORM 497 is to ensure that investors have access to essential information about the mutual fund or investment company, enabling informed investment decisions while also complying with regulatory requirements.
What information must be reported on FORM 497?
Information that must be reported on FORM 497 includes the fund's name, investment objectives, performance data, risks, expenses, and any changes to the fund's policies or offerings.
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