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Biden School of Public Policy & AdministrationSUPPLEMENTARY INFORMATION FORM INSTRUCTIONS1. This form must be completed in addition to the University of Delaware Graduate Admission Application.2.
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A Statement of Additional Information (SAI) is a document that provides investors with additional details about a mutual fund or investment company that are not included in the fund's prospectus, such as the fund's investment strategies, performance history, and financial statements.
Investment companies that are registered with the Securities and Exchange Commission (SEC) are required to file a Statement of Additional Information.
To fill out a Statement of Additional Information, fund managers must provide information required by the SEC, which includes details about the company's operations, investment strategies, financial statements, and any other necessary disclosures. The SAI should be structured according to SEC guidelines.
The purpose of the Statement of Additional Information is to provide investors with more detailed and comprehensive information about an investment fund, helping them make informed investment decisions.
The SAI must report information including investment objectives, risk factors, operating history, financial statements, management compensation, and details regarding shareholder services.
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