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What is TAB? TAB is a group of creative, energetic people in grades 612 who help shape the libraries future in its service to teens. In TAB, you will: Volunteer to help at the libraries programs,
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01
Segregated Funds: 1. Research different segregated fund providers and products available in the market.
02
Determine your investment goals and risk tolerance.
03
Fill out the application form with your personal information and investment details.
04
Specify the beneficiaries for the segregated funds in case of death.
05
Consult with a financial advisor if needed before finalizing your investment decision.
06
Mutual Funds: 1. Research different mutual fund companies and types of funds available.
07
Assess your financial goals, time horizon, and risk tolerance.
08
Fill out the mutual fund application form accurately with your personal and financial information.
09
Specify the investment amount and any additional instructions regarding your investment.
10
Review the prospectus and consult with a financial advisor if necessary before investing.

Who needs segregated funds vs mutual?

01
Segregated Funds: Individuals who are looking for additional protection for their investments, as segregated funds offer benefits such as creditor protection and the ability to designate beneficiaries.
02
Mutual Funds: Individuals who are seeking diversification and professional management of their investments without the need for specific guarantees or insurance features.
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Segregated funds are investment funds offered by insurance companies that provide capital protection and estate planning benefits, while mutual funds are investment funds managed by professional portfolio managers.
Investors who hold segregated funds or mutual funds in their portfolio are required to report them on their tax returns.
To fill out segregated funds or mutual funds on your tax return, you need to report the total value of each type of fund held in your portfolio.
The purpose of segregated funds is to provide investors with capital protection and estate planning benefits, while mutual funds are designed to offer diversification and professional investment management.
Investors must report the total value of segregated funds and mutual funds held in their portfolio, as well as any gains or losses realized.
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