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INDIVIDUAL RETIREMENT
CUSTODIAL ACCOUNT
ADOPTION AGREEMENT
Please complete this application to establish a new Traditional IRA or Roth IRA. This application must be preceded or accompanied
by a current
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What is catalyst funds?
Catalyst funds are a type of investment fund that focuses on providing capital to early-stage companies with high growth potential.
Who is required to file catalyst funds?
Investment managers and fund administrators are required to file catalyst funds.
How to fill out catalyst funds?
Catalyst funds can be filled out online through the designated regulatory platform.
What is the purpose of catalyst funds?
The purpose of catalyst funds is to support the growth and development of early-stage companies.
What information must be reported on catalyst funds?
Information such as investment holdings, fund performance, and investor profiles must be reported on catalyst funds.
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