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ANNEX A APPLICATION FOR THE RENEWAL OF REGISTRATION AS AN INVESTMENT MANAGER TO:CHAIRMAN SECURITIES AND EXCHANGE COMMISSION OF SRI LANKA......................... (name of Applicant) of ....................

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How to fill out information memorandum restricted funds

01

Gather all relevant financial and operational information regarding the restricted funds.

02

Prepare a detailed account of how the funds have been used in the past.

03

Include any restrictions or limitations on the use of the funds.

04

Clearly outline the purpose of the funds and any specific goals or objectives associated with them.

05

Provide any necessary documentation or supporting evidence to back up the information provided.

Who needs information memorandum restricted funds?

01

Nonprofit organizations

02

Government agencies

03

Grant-making foundations

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What is information memorandum restricted funds?

Information memorandum restricted funds refers to a document that provides detailed information regarding funds that are restricted in their use for a specific purpose within an organization, often required for transparency and accountability.

Who is required to file information memorandum restricted funds?

Organizations that manage restricted funds, such as nonprofits and governmental entities, are typically required to file information memorandum restricted funds to ensure compliance with regulations.

How to fill out information memorandum restricted funds?

To fill out information memorandum restricted funds, organizations must provide comprehensive details about the restricted funds, including their origin, purpose, usage, and any restrictions imposed on them, usually within a standardized form.

What is the purpose of information memorandum restricted funds?

The purpose of information memorandum restricted funds is to enhance transparency, ensure proper management of funds, and provide stakeholders with clear reporting on how restricted resources are being utilized.

What information must be reported on information memorandum restricted funds?

Information that must be reported includes the amount of the restricted funds, the specific restrictions on their use, the purpose for which they were designated, and any transactions or changes that occurred during the reporting period.

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