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Invested ISA application form Stocks & shares 2018/2019 For individual investors(03/2018 02ISA)1/8This application form should only be completed by individual investors wishing to invest in an Invested

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What is execution only plans direct?

Execution only plans direct are retirement plans in which participants make their own investment decisions without the assistance of a financial advisor.

Who is required to file execution only plans direct?

Employers who offer execution only plans direct to their employees are required to file them.

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To fill out execution only plans direct, employers must provide information about the plan, investment options, and participant contributions.

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The purpose of execution only plans direct is to give participants more control over their retirement investments.

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Information such as plan details, investment performance, and participant contributions must be reported on execution only plans direct.

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