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December, 2017Participation Agreement Hand Composite Employee Benefit Trust Advice Portfolio Series of Funds 1. Purpose. The purpose of this Participation Agreement is to provide for investment of
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Advice portfolio series is a collection of investment strategies and recommendations.
Financial advisors, investment firms, and other entities providing investment advice are required to file advice portfolio series.
Advice portfolio series can be filled out online or through the submission of physical documents.
The purpose of advice portfolio series is to provide transparency and accountability in the investment advice industry.
Information such as investment recommendations, performance data, and risk assessments must be reported on advice portfolio series.
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