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A GU ID E FOR D EVE LO PI NG TRACT IC ES AND PROCEDURE ES FOR P R OT EC TING SEN IOR INVESTOR S AND RULER ABL E ADULT S For M F IN ANC IA L EXPEL OI TAT ION NORTH AMERICAN SECURITIES ADMINISTRATORS

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PDF Good Practices Guide is a set of guidelines and recommendations for creating, managing, and sharing PDF documents.

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Any individual or organization that creates or handles PDF documents as part of their business operations may be required to file a PDF Good Practices Guide.

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The purpose of PDF Good Practices Guide is to ensure that PDF documents are created, managed, and shared in a secure and efficient manner.

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The PDF Good Practices Guide may require information such as document naming conventions, metadata standards, version control procedures, and document retention policies.