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MACKENZIE MUTUAL FUNDS Annual Information Form Dated July 12, 2021All Funds offer Series A, D, F, FB, O, PW, PWB and PBX securities, unless otherwise noted. Additional series offered are as indicated
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01
Gather your personal information such as name, address, social security number, etc.
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Determine the amount you want to invest in Mackenzie US Small-Mid Cap fund.
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Fill out the application form provided by Mackenzie Investments with accurate information.
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Choose the type of account you want to open (individual, joint, retirement, etc.).
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Decide on the method of payment for your investment (check, wire transfer, etc.).
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Investors looking to diversify their portfolio with exposure to small and mid-cap companies in the US market may consider investing in Mackenzie US Small-Mid Cap fund.
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Individuals seeking long-term growth potential and willing to take on higher risk for potentially higher returns may also find this fund suitable for their investment goals.
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Mackenzie US Small-Mid Cap is a type of mutual fund that focuses on investing in the stocks of smaller to medium-sized US companies.
Investors or individuals who have invested in Mackenzie US Small-Mid Cap are required to file relevant tax forms related to the fund.
To fill out Mackenzie US Small-Mid Cap forms, investors need to provide information regarding their investments, gains, losses, and other relevant financial data.
The purpose of Mackenzie US Small-Mid Cap is to provide investors with exposure to smaller and medium-sized companies in the US, which have the potential for growth.
Investors must report their investment amount, gains, losses, dividends, and any other relevant financial information related to Mackenzie US Small-Mid Cap.
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