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INSTRUCTIONS FOR COMPLETION All Subscribers must complete pages S-8 and S-9 if individuals or S-10 and S-11 if entities as well as Schedule H and Schedule I. Investors should be aware that the Fund is required to file with each relevant Canadian securities regulatory authority a report setting out personal information such as the Subscriber s name and address the class and series of Units issued the date of issuance and the purchase price of Units issued to the Subscriber. Paid only to an...
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Front Street Select Equity is a type of investment strategy that focuses on selecting individual stocks based on specific criteria.
Investment managers or financial institutions that offer Front Street Select Equity as an investment option are required to file this document.
To fill out Front Street Select Equity, investment managers need to provide detailed information about the individual stocks selected and the criteria used for selection.
The purpose of Front Street Select Equity is to provide investors with a portfolio of individual stocks that have been carefully selected based on certain criteria.
Information about the individual stocks selected, the criteria used for selection, and any changes made to the portfolio must be reported on Front Street Select Equity.
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