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MEMBERSHIP APPLICATION PACKAGEAPRIL 2004INDEX ContentsPurpose1Application Guests out eligibility and membership requirements. To be used in conjunction with MFA Rule Book which is available on the

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How to fill out mfda membership application package

01

Obtain the MFDA membership application package from the MFDA website or from the MFDA office.

02

Read the instructions and guidelines provided in the application package carefully.

03

Fill out the personal information section, providing details such as name, address, contact information, and social insurance number.

04

Complete the education and employment history section, detailing your academic qualifications and work experience related to the securities industry.

05

Provide information about your registration history, including any previous registrations with regulatory bodies.

06

Fill out the disclosure section, disclosing any criminal convictions, bankruptcies, or regulatory disciplinary actions.

07

Complete the compliance section, providing information about your compliance record and any complaints or legal actions against you.

08

Read and sign the declaration and acknowledgment on the last page of the application package.

09

Gather all required supporting documents, such as proof of identification, proof of residence, and relevant educational certificates.

10

Submit the completed application package and supporting documents to the MFDA office either in person or by mail.

11

Pay the applicable membership application fee as specified in the application package.

12

Wait for the MFDA to review your application and notify you of the status of your membership application.

Who needs mfda membership application package?

01

Any individual or firm seeking to become a member of the Mutual Fund Dealers Association (MFDA) needs the MFDA membership application package. This includes registered mutual fund dealers, financial planners, investment advisors, and their associated individuals or firms.

02

Existing MFDA members who wish to make changes to their membership information, such as adding or removing registered individuals, may also require the MFDA membership application package.

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What is mfda membership application package?

The MFDA membership application package is a set of forms and documents that firms must submit to apply for membership with the Mutual Fund Dealers Association.

Who is required to file mfda membership application package?

Firms that wish to become members of the Mutual Fund Dealers Association are required to file the MFDA membership application package.

How to fill out mfda membership application package?

Firms must complete all the required forms and provide the necessary documents as outlined in the MFDA membership application package.

What is the purpose of mfda membership application package?

The purpose of the MFDA membership application package is to assess the suitability of firms applying for membership with the Mutual Fund Dealers Association.

What information must be reported on mfda membership application package?

Firms must provide information about their business operations, compliance procedures, and financial standing on the MFDA membership application package.

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