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OKLAHOMA STATE TREASURER OK INVEST Enrollment Application Participant Name: Address: Fund/Agency Number: OR Agency Special/Clearing Account Number: Department Code (for Core processing): Contact Person:
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The OK Invest Application2Doc is a document utilized for the registration and reporting of investments in the OK platform, allowing users to apply and disclose necessary investment details.
Individuals and entities who are making investments through the OK platform and need to comply with regulatory requirements are required to file the OK Invest Application2Doc.
To fill out the OK Invest Application2Doc, one must complete all sections of the form accurately, including personal identification information, investment details, and any necessary disclosures as mandated by the platform.
The purpose of the OK Invest Application2Doc is to ensure transparency and compliance with investment regulations, allowing the platform to monitor and manage investments effectively.
Information that must be reported includes personal details of the investor, investment amount, source of funds, and any other relevant financial information required by the platform.
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