Get the free IVY FUNDS Form 497 Filed 2022-03-28. Accession Number

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SECURITIES AND EXCHANGE COMMISSIONER 497 Definitive materials filed under paragraph (a), (b), (c), (d), (e) or (f) of Securities Act Rule 497Filing Date: 20220328SEC Accession No. 000113743922000285

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How to fill out ivy funds form 497

01

Obtain the Ivy Funds Form 497 from the appropriate source, such as the Ivy Funds website or a financial institution.

02

Review the instructions provided with the form to ensure you understand the information being requested.

03

Fill out the form completely and accurately, providing all required information such as your personal details, investment choices, and signature.

04

Double check your entries to ensure there are no errors or missing information.

05

Submit the completed form as instructed, either online or by mail, within the specified deadline.

Who needs ivy funds form 497?

01

Investors who are interested in purchasing or redeeming shares of Ivy Funds mutual funds may need to fill out Form 497.

02

Financial advisors or brokers who are assisting clients with investments in Ivy Funds may also need to fill out this form on behalf of their clients.

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What is ivy funds form 497?

The ivy funds form 497 is a regulatory filing required by the Securities and Exchange Commission (SEC) for certain investment companies.

Who is required to file ivy funds form 497?

Investment companies, such as mutual funds, are required to file ivy funds form 497 with the SEC.

How to fill out ivy funds form 497?

The form can be filled out online through the SEC's EDGAR system or submitted in paper form to the SEC.

What is the purpose of ivy funds form 497?

The purpose of ivy funds form 497 is to provide investors with important information about the fund, such as its investment objectives, risks, and fees.

What information must be reported on ivy funds form 497?

Information such as the fund's investment strategies, portfolio holdings, performance data, and expenses must be reported on ivy funds form 497.

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