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This document informs financial advisors about the discontinuation of Class B shares offered by OppenheimerFunds, along with instructions for clients regarding alternative share classes and investment
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01
Begin by gathering all the necessary information and documents required to complete the form.
02
Carefully read the instructions provided with the form to ensure you understand the requirements and any specific guidelines.
03
Start filling out the form by entering your personal information accurately, such as your name, address, contact details, and any other relevant details.
04
Proceed to the specific sections of the form that pertain to your outside business activities. Provide details about the nature of the business, its location, duration, and any other relevant information.
05
If applicable, include any licenses or permits you hold for the mentioned outside business.
06
Review the completed form thoroughly to ensure all information is accurate and all sections are filled out correctly.
07
Sign and date the form as required and attach any supporting documentation if necessary.
Who needs cfsc d002-a021113 outside business:
01
Individuals who engage in any type of business activities outside their regular employment or primary occupation.
02
Professionals, freelancers, or self-employed individuals who operate their own businesses or provide services outside of their regular employment.
03
Anyone who generates income or engages in activities that qualify as outside business and is required by law or regulation to report or disclose such activities.
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