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This document is a supplement to the prospectus of the UBS Value Equity Fund, detailing changes to the fund's name and management information.
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How to fill out form 497
How to fill out FORM 497
01
Download FORM 497 from the official website.
02
Read the instructions carefully before filling out the form.
03
Provide your personal information in the designated sections.
04
Ensure you include accurate financial data as required.
05
Review each section for completeness and accuracy.
06
Sign and date the form at the designated area.
07
Submit the form to the appropriate regulatory authority by the deadline.
Who needs FORM 497?
01
Businesses or individuals required to report certain financial transactions.
02
Entities involved in industries regulated by specific government agencies.
03
Anyone who has to disclose material information under applicable laws.
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What is FORM 497?
FORM 497 is a registration form used by investment companies to provide updates or changes to their registration statements with the Securities and Exchange Commission (SEC).
Who is required to file FORM 497?
Investment companies that have registered with the SEC and need to report changes or updates to their investment programs or policies are required to file FORM 497.
How to fill out FORM 497?
To fill out FORM 497, the investment company must provide specific information regarding existing and new funds, including changes in fees, investment objectives, and other material updates as outlined in the form instructions.
What is the purpose of FORM 497?
The purpose of FORM 497 is to keep investors informed about significant changes in a mutual fund's investment policies, fees, and other important information, ensuring transparency and compliance with regulatory requirements.
What information must be reported on FORM 497?
FORM 497 must report information such as investment objectives, fee changes, risk factors, and other pertinent details relevant to the fund's shareholders and potential investors.
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