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Request for Proposal RFP Number: Date Issued:OCC21075 February 2, 2021Issued by Office of the Ohio Consumers Counsel (OCC) 65 E. State St., 7th Fl. Columbus, Ohio 43215 www.occ.ohio.govThe OCC is

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How to fill out rate of return expert

01

Gather all necessary financial information including initial investment amount, ending investment amount, any additional contributions or withdrawals, and investment time period.

02

Calculate the total return on investment by subtracting the initial investment amount from the ending investment amount and adding any additional contributions or withdrawals.

03

Divide the total return on investment by the initial investment amount to calculate the rate of return as a decimal.

04

Multiply the rate of return by 100 to convert it to a percentage.

Who needs rate of return expert?

01

Investors who want to assess the performance of their investments over a specific time period.

02

Financial advisors who need to provide clients with accurate and detailed information about the returns on their investments.

03

Individuals or businesses looking to compare different investment options to determine the best course of action.

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What is rate of return expert?

Rate of return expert refers to the calculation or estimation of the gain or loss on an investment over a specified period, expressed as a percentage.

Who is required to file rate of return expert?

Investors, financial institutions, and individuals who have invested in securities or other financial instruments may be required to file rate of return expert.

How to fill out rate of return expert?

To fill out rate of return expert, one must gather all investment-related information, calculate the total return, and express it as a percentage.

What is the purpose of rate of return expert?

The purpose of rate of return expert is to track the performance of an investment, compare different investment options, and make informed financial decisions.

What information must be reported on rate of return expert?

Information such as initial investment amount, ending investment amount, dividends or interest received, and any additional contributions or withdrawals must be reported on rate of return expert.

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