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This document is used for client identification and to authorize the transfer of non-registered investments to different financial institutions within the Scotiabank group.

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What is direct investing smdi?

Direct Investing SMID is a form filed with the Securities and Exchange Commission (SEC) by investment companies. It provides information about their direct investing activities.

Who is required to file direct investing smdi?

Investment companies that engage in direct investing activities are required to file Direct Investing SMID with the SEC.

How to fill out direct investing smdi?

To fill out Direct Investing SMID, investment companies need to provide detailed information about their direct investing activities, including the types of investments made, their values, and any related expenses.

What is the purpose of direct investing smdi?

The purpose of Direct Investing SMID is to provide transparency to investors and regulators about investment companies' direct investing activities and to ensure compliance with relevant regulations and guidelines.

What information must be reported on direct investing smdi?

Direct Investing SMID requires investment companies to report information such as the types of investments made, their values, any related expenses, and any changes to their direct investing strategies.

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