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8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Department of the Treasury Internal Revenue Service Part I am See separate instructions. Reporting Issuer 1
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Alps Fund Services is a financial services company that provides fund administration, accounting, and transfer agency services.
Investment funds, asset managers, and other financial institutions that use Alps Fund Services for fund administration are required to file.
Alps Fund Services can be filled out electronically or through paper forms provided by the company.
The purpose of Alps Fund Services is to assist investment funds in managing their back-office operations, including fund administration, accounting, and record keeping.
Alps Fund Services typically require reporting on fund performance, portfolio holdings, transactions, expenses, and shareholder information.
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