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05Coley45286.QED 6/12/2007 11:48 AM Page 39 5 WRITING THE NEEDS OR PROBLEM STATEMENT Chapter topics: Definitions The purpose of the needs statement A guide to writing the needs statement The needs
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01
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02
Carefully read and understand the instructions provided in the document.
03
Gather all necessary information required to fill out the form, such as investment details, performance data, and fund objectives.
04
Start by entering the fund name and identification number in the designated fields.
05
Provide accurate and up-to-date information regarding the fund's investment strategies, risks, and expenses.
06
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07
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Who needs jfi288120qxd annual fund facts?
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Investors who are considering investing in the fund.
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Financial advisors who provide investment recommendations to their clients.
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Individuals or institutions responsible for conducting due diligence on the fund before making investment decisions.
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