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McCartney Financial Services Ltd. Terms of Business Effective January 2022 These terms of business set out the general terms under which our firm will provide Financial Services to you. It details
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01
Gather all necessary documentation such as personal information, financial details, and investment goals.
02
Research and understand the investment options within the PIMCO flexible municipal income fund.
03
Fill out the application form provided by PIMCO, making sure to accurately input all required information.
04
Review the completed application form for accuracy and completeness before submitting.
05
Submit the filled-out application form along with any additional required documentation as specified by PIMCO.

Who needs pimco flexible municipal income?

01
Investors who are looking for a tax-advantaged investment vehicle.
02
Individuals seeking to invest in municipal bonds but desire flexibility in terms of duration and yield.
03
Investors who prefer a managed investment approach to municipal bond investing.
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PIMCO Flexible Municipal Income is a mutual fund focused on generating income from municipal bonds while offering portfolio flexibility.
Investors who hold shares in the PIMCO Flexible Municipal Income fund are required to report any income earned from the fund on their tax returns.
To fill out PIMCO Flexible Municipal Income on your tax return, you will need to report any dividends or interest earned from the fund.
The purpose of PIMCO Flexible Municipal Income is to provide investors with a tax-efficient way to generate income from municipal bonds.
Investors must report any income, dividends, or interest earned from the PIMCO Flexible Municipal Income fund.
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