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The Discovery Funds Regular Withdrawal Facility Form (lump sum investments only)
If you are investing a lump sum and would like to make regular withdrawals, please complete this form. New investors
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Individuals or entities with certain financial transactions are required to file Bailey Doherty.
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The purpose of Bailey Doherty is to ensure transparency and compliance with financial regulations.
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Bailey Doherty requires detailed information about financial transactions, income, and assets.
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