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Endpoint Portfolios: Quick Reference FUNDS ERV MANAGEMENT COMPANY CODE: EDGEDGEPOINT PORTFOLIOSSERIESFUND NUMBER (CD)NonHST FUND SERIES NUMBER (CD)PURCHASE OPTIONEdgePoint Global Portfolio B F100
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How to fill out fundserv management company code

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How to fill out fundserv management company code

01
Step 1: Access the Fundserv website and log in to your account.
02
Step 2: Go to the 'Management Company Code' section.
03
Step 3: Click on the 'Fill out Management Company Code' option.
04
Step 4: Provide the necessary information, such as your company details and contact information.
05
Step 5: Verify the entered information and click on the 'Submit' button.
06
Step 6: Wait for the confirmation email from Fundserv regarding your Management Company Code.

Who needs fundserv management company code?

01
Fundserv Management Company Code is needed by companies or organizations that want to participate in the investment fund industry in Canada.
02
This code is specifically required for investment management companies, also known as fund managers, who want to launch and manage investment funds.
03
Other entities such as transfer agents, dealers, custodians, and other stakeholders in the fund industry may also need this code for specific purposes.
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Fundserv management company code is a unique code assigned to each management company that is registered with Fundserv.
All management companies registered with Fundserv are required to file fundserv management company code.
Fundserv management company code can be filled out by logging into the Fundserv platform and following the instructions provided.
The purpose of fundserv management company code is to uniquely identify each management company registered with Fundserv.
Fundserv management company code may require information such as company details, contact information, and registration status.
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