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Self-managed Account (SMA) Reed Elsevier US Salary Investment Plan (SIP) What is the Self-managed Account? The Self-managed Account (SMA) is a brokerage option offered through the Reed Elsevier US

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What is what is an sma?

An SMA (Separately Managed Account) is a personalized investment account managed by a professional investment firm.

Who is required to file what is an sma?

Investment firms and individuals who manage SMAs are required to file them.

How to fill out what is an sma?

To fill out an SMA, you need to provide detailed information about the investment strategy, risk tolerance, and financial goals of the account holder.

What is the purpose of what is an sma?

The purpose of an SMA is to offer personalized investment solutions tailored to the specific needs and preferences of individual investors.

What information must be reported on what is an sma?

Information such as investment holdings, performance reports, fee structures, and any changes to the investment strategy must be reported on an SMA.

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