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Ministry Funds Management Investment Allocation Form* (Client) requests that its Ministry Funds Management account as identified below be invested in accordance with this Investment Allocation Form.
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Investment options and allocation refer to the choices individuals or entities make regarding where to invest their funds and how to distribute those funds among different investment vehicles.
Individuals or entities who have investment accounts or portfolios are typically required to file investment options and allocations.
To fill out investment options and allocation, individuals or entities must provide information on the types of investments they hold and the percentage of their funds allocated to each investment.
The purpose of investment options and allocation is to provide transparency and accountability regarding how individuals or entities are investing their funds.
Information that must be reported on investment options and allocation includes the names of the investments held, the amounts invested in each, and the overall asset allocation strategy.
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