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All applicants must complete sections 1, 2, 3, 5 and 10. For optional services complete 4, 6, 7, 8 and 9. If you are a BrokerDealer, please also complete section 11. New Account Application Edgewood

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What is fund selection investment options?

Fund selection investment options refer to the choices available to investors when selecting individual funds or portfolios to invest in based on their specific objectives and risk tolerance.

Who is required to file fund selection investment options?

Generally, individuals or entities responsible for managing investment portfolios or making investment decisions are required to file fund selection investment options.

How to fill out fund selection investment options?

To fill out fund selection investment options, individuals need to carefully review the available investment options, assess their objectives and risk tolerance, and make informed decisions based on their financial goals.

What is the purpose of fund selection investment options?

The purpose of fund selection investment options is to provide investors with a range of investment choices to help them achieve their financial objectives while managing risk effectively.

What information must be reported on fund selection investment options?

Fund selection investment options typically require information such as the name of the fund or portfolio, investment strategy, performance data, fees, and risks associated with the investment.

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