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Appendix A Discretionary Accounts Bulk Order Trade Form for New and Subsequent Tradesmen of Managed Accommodate of Traded codeFundSERV Amount ($)Dealer Wire Order NumberDealer Code Rep Goethe Subscriber
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What is name of managed account?
The name of managed account is the specific title or identifier assigned to a managed account.
Who is required to file name of managed account?
The individual or entity managing the account is required to file the name of managed account.
How to fill out name of managed account?
The name of managed account can be filled out by providing the designated name or title for the managed account.
What is the purpose of name of managed account?
The purpose of the name of managed account is to provide a unique identifier for the managed account for tracking and reporting purposes.
What information must be reported on name of managed account?
The name of managed account must include a specific title or identifier that distinguishes it from other managed accounts.
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