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UNIVERSITY OF CALIFORNIA OFFICE OF THE CHIEF INVESTMENT OFFICER 1111 BROADWAY, SUITE 1400 OAKLAND, CA 946079828 SECURITY DELIVERY INSTRUCTIONS Thank you for considering a gift of securities or mutual
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Securities refer to financial instruments such as stocks and bonds, while mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of securities.
Investment companies, financial institutions, and individuals who manage securities and mutual fund investments are required to file reports with regulatory authorities.
To fill out securities and mutual fund reports, individuals and entities must provide detailed information about their investments, holdings, and financial performance.
The purpose of securities and mutual funds is to provide individuals and institutions with opportunities to invest in a diversified portfolio of assets in order to potentially earn returns on their investments.
Reports on securities and mutual funds must include information on holdings, investment strategies, performance, risks, and compliance with regulatory requirements.
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