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(Office Use Only)Account NameFinancial AdviserInvestment Manager Code (if changed)AIM PORTFOLIO SERVICE For Clients of Financial AdvisersACCOUNT VARIATION FORMULAS READ THIS PAGE BEFORE YOU COMPLETE
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Open the fee code section in the system.
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Locate the field where the fee code can be changed.
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Click on the field to activate the editing mode.
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Who needs fee code if changed?
01
The fee code if changed is needed by administrators or users with permission to modify fee codes.
02
This is typically required when there are updates or changes in the fee structure, rates, or calculations.
03
It allows the system to accurately calculate and apply the appropriate fees based on the updated fee code.
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What is fee code if changed?
The fee code, if changed, refers to the specific classification or designation associated with the fees charged for services or transactions, which may be adjusted due to policy updates or changes in regulations.
Who is required to file fee code if changed?
Entities or individuals that are subject to the fees associated with the fee code are required to file changes. This typically includes businesses, organizations, or professionals affected by the updated fee structure.
How to fill out fee code if changed?
To fill out the fee code if changed, one must complete the designated form provided by the regulatory authority, accurately indicating the new fee code, providing necessary supporting documentation, and ensuring that all required fields are completed.
What is the purpose of fee code if changed?
The purpose of changing the fee code is to reflect updated pricing structures, ensure compliance with regulatory requirements, and facilitate accurate billing and financial reporting.
What information must be reported on fee code if changed?
The information that must be reported includes the previous fee code, the new fee code, effective date of the change, and any relevant documentation justifying the change.
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