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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman Ia See OMB No. 15450123separate instructions. Reporting
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Fund services involve providing administrative support and management services for investment funds.
Any entity or individual that provides fund services or manages investment funds may be required to file fund services.
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The purpose of fund services is to provide transparency and accountability to investors by reporting on the operations and financial health of the fund.
Information such as the fund's performance, expenses, fees, holdings, and any other relevant financial data must be reported on fund services.
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