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Appendix DEVELOPMENT AND MANAGEMENT AGENT Experience Principals (as that term is defined in the Qualified Allocation Plan) and management agents must complete the applicable Summary forms and Experience
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Each principal must complete a financial disclosure form.
All principals of an organization are required to file the form.
The form must be filled out accurately and completely, providing all necessary financial information.
The purpose is to provide transparency and prevent conflicts of interest.
Information such as assets, income, liabilities, and outside positions must be reported.
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