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Incoming Transfer/Direct Rollover Governmental 457(b) Plan Do not complete the Investment Option Information portion of this form if you elected to have your account professionally managed by Advised
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What is by advised assets group?
By advised assets group is a group of assets managed by a financial advisor or investment manager on behalf of a client.
Who is required to file by advised assets group?
The financial advisor or investment manager is required to file the by advised assets group.
How to fill out by advised assets group?
The by advised assets group can be filled out by providing details of the assets managed, the client information, and any relevant financial information.
What is the purpose of by advised assets group?
The purpose of by advised assets group is to provide transparency and accountability in the management of client assets.
What information must be reported on by advised assets group?
The information reported on the by advised assets group includes details of the assets managed, their value, any transactions made, and the performance of the assets.
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