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CI PRIVATE MANAGED ASSETS PROGRAM ENROLLMENT FORM The CI Private Managed Assets Program has been designed to provide efficiency and flexibility for high net worth investors. $500,000 CAD Fund Minimums:$5,000
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What is ci private managed assets?
CI private managed assets refer to assets managed by a private wealth manager or financial institution on behalf of high-net-worth individuals or institutional investors.
Who is required to file ci private managed assets?
High-net-worth individuals or institutional investors who have their assets managed by private wealth managers or financial institutions are required to file CI private managed assets.
How to fill out ci private managed assets?
To fill out CI private managed assets, individuals or institutions need to provide detailed information about their assets, including the types of investments, their market value, and any income generated from these assets.
What is the purpose of ci private managed assets?
The purpose of CI private managed assets is to provide transparency and accountability in the management of high-net-worth individuals' or institutional investors' assets by private wealth managers or financial institutions.
What information must be reported on ci private managed assets?
Information such as the types of assets, their market value, income generated, investment strategies, and performance reports must be reported on CI private managed assets.
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