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Great American Supplemental Benefits GroupProspecting portfolioGASBG90051×FOR AGENT USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.4/26/12Table of Contents
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What is prospecting portfolio?
Prospecting portfolio is a document that provides a summary of potential investments and their expected returns.
Who is required to file prospecting portfolio?
Investment professionals and firms are required to file prospecting portfolio.
How to fill out prospecting portfolio?
Prospecting portfolio can be filled out by providing information on the potential investments, expected returns, risks involved, and the overall investment strategy.
What is the purpose of prospecting portfolio?
The purpose of prospecting portfolio is to help investment professionals and firms track potential investments, analyze their viability, and make informed investment decisions.
What information must be reported on prospecting portfolio?
Information such as potential investments, expected returns, risks involved, investment strategy, and any other relevant details must be reported on prospecting portfolio.
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