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Cover Page GDP Model Contract(s) First Round Commentate following is the Covered California response to \” First Round\” comments received for the 2023 Amendment GDP Model Contract for the Individual

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What is cover page qdp model?

The cover page QDP model is a form that provides an overview of a Qualified Diversified Portfolio.

Who is required to file cover page qdp model?

Investment advisors who manage Qualified Diversified Portfolios are required to file the cover page QDP model.

How to fill out cover page qdp model?

The cover page QDP model can be filled out electronically through the designated filing system using the required information.

What is the purpose of cover page qdp model?

The purpose of the cover page QDP model is to provide information about the Qualified Diversified Portfolio managed by the investment advisor.

What information must be reported on cover page qdp model?

The cover page QDP model requires information such as details about the investment advisor, the portfolio objectives, and any potential conflicts of interest.

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