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APPLICATION GUIDELINESPART 2: PROGRAM GUIDELINESREQUEST FOR APPLICATIONApplication Guidelines Part 2: Program GuidelinesTTEXAS 21ST CENTURY COMMUNITY RFA# 70109103, SAS# A78009 LEARNING CENTERS (CCC),
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The instructions template discretionary model is a guide that provides information on how to disclose discretionary models used in investment advice.
Investment advisors and firms that use discretionary models are required to file the instructions template discretionary model.
The instructions template discretionary model should be filled out accurately and completely, providing all required information about the discretionary models being utilized.
The purpose of the instructions template discretionary model is to ensure transparency and disclosure of discretionary models used in providing investment advice.
The instructions template discretionary model must include details about the types of discretionary models used, the investment strategies employed, and any conflicts of interest.
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