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Name: ___Date:___Questions: 1. A customer\'s order total is $6.87. The customer gives you $10.32. What will the amount of the change be that you will give back? A. $4.25 B. $3.50 C. $3.45 D. $3.75

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How to fill out notice of fund substitutions

01

Obtain the notice of fund substitutions form from the relevant financial institution.

02

Fill in your personal details such as name, address, and contact information.

03

Specify the fund you are substituting and the fund you are replacing it with.

04

Sign and date the form to confirm the fund substitutions.

05

Submit the completed form to the financial institution for processing.

Who needs notice of fund substitutions?

01

Investors who wish to make changes to their investment portfolio by substituting one fund for another.

02

Individuals who have specific investment goals and would like to reallocate their funds accordingly.

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What is notice of fund substitutions?

Notice of fund substitutions is a form that allows a mutual fund to change the securities it holds without creating a taxable event for its shareholders.

Who is required to file notice of fund substitutions?

Mutual funds are required to file notice of fund substitutions when making changes to the securities they hold in their portfolio.

How to fill out notice of fund substitutions?

Notice of fund substitutions can typically be filled out online or through a paper form provided by the mutual fund company. The form requires details of the securities being substituted and the reasons for the substitution.

What is the purpose of notice of fund substitutions?

The purpose of notice of fund substitutions is to inform shareholders of changes in the mutual fund's holdings and to ensure tax efficiency by avoiding capital gains distributions.

What information must be reported on notice of fund substitutions?

Notice of fund substitutions must include details of the securities being substituted, the reasons for the substitution, and the impact on the mutual fund's portfolio.

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