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U.S. SECURITIES AND EXCHANGE COMMISSION DIVISION OF ENFORCEMENTSHARE CLASS SELECTION DISCLOSURE INITIATIVE QUESTIONNAIRE FOR TELEPORTING ADVISERS NOTE: The information being requested in this Questionnaire

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How to fill out share class selection disclosure

01

Step 1: Obtain the share class selection disclosure form from the appropriate source.

02

Step 2: Read and understand the instructions provided with the form.

03

Step 3: Fill in all the required information in the form, including your name, contact details, and any relevant investment information.

04

Step 4: Select the share class option that best suits your investment needs and preferences.

05

Step 5: Review the completed form for accuracy and make any necessary corrections.

06

Step 6: Sign and date the form.

07

Step 7: Submit the filled-out form to the appropriate recipient as instructed on the form or by following the provided guidelines.

Who needs share class selection disclosure?

01

Share class selection disclosure is typically required by individuals or entities that are investing in a mutual fund. This includes individual investors, financial advisors, institutional investors, and any other party involved in the investment process. The disclosure helps ensure transparency and informed decision-making when it comes to selecting the appropriate share class for an investment.

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What is share class selection disclosure?

Share class selection disclosure is a document that discloses the selection of a particular share class in a investment product.

Who is required to file share class selection disclosure?

Investment companies and certain financial institutions are required to file share class selection disclosure.

How to fill out share class selection disclosure?

Share class selection disclosure can be filled out by providing information about the selected share class and its impact on fees and performance.

What is the purpose of share class selection disclosure?

The purpose of share class selection disclosure is to provide transparency to investors regarding the selection of a particular share class.

What information must be reported on share class selection disclosure?

Information about the selected share class, its fees, expenses, performance, and impact on returns must be reported on share class selection disclosure.

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