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Import Catarina LETTER Severest FormADVISOR DIRECTED PAYOUT SERVICE Instruction Former Series T units (Series T units refer to Series T, DT & IT) held in your account, you may elect to receive some

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What is advisor directed payout service?

Advisor directed payout service is a service where a financial advisor directs the distribution of funds from a client's account to specified accounts or investments.

Who is required to file advisor directed payout service?

Financial advisors and individuals managing client accounts are required to file advisor directed payout service.

How to fill out advisor directed payout service?

To fill out advisor directed payout service, the financial advisor must provide details on the client's account, the specified accounts or investments for the payout, and any other relevant information.

What is the purpose of advisor directed payout service?

The purpose of advisor directed payout service is to ensure that funds are distributed according to the client's wishes and investment strategy.

What information must be reported on advisor directed payout service?

Information such as the client's account details, the specified accounts or investments for the payout, and any relevant instructions must be reported on advisor directed payout service.

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