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Group Portfolio Assembly Packet 20162017Homeschoolers of Maine 337 Hatchet Mountain Rd., Hope, ME 04847 Telephone: 207.763.2880 Email: homeschool×midcoast.com www.homeschoolersofmaine.org2 Introduction

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What is group portfolio?

Group portfolio is a collection of investments held by a group of individuals or entities.

Who is required to file group portfolio?

Any entity or individual that holds a group portfolio is required to file it.

How to fill out group portfolio?

Group portfolio can be filled out by providing detailed information about each investment in the portfolio.

What is the purpose of group portfolio?

The purpose of group portfolio is to track and manage the investments of a group of individuals or entities.

What information must be reported on group portfolio?

Information such as the name of the investment, the amount invested, and the current value of the investment must be reported on group portfolio.

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