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Account Application (Retail Share Class Use Only)IMPORTANT INFORMATION FOR OPENING YOUR ACCOUNT To help the government fight the funding of terrorism and money laundering activities, Federal law requires

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How to fill out retail share class use

01

Obtain the necessary forms from the investment company or financial institution offering the retail share class.

02

Fill in your personal information, including your name, address, and social security number.

03

Select the type and amount of shares you wish to purchase.

04

Provide payment for the shares either through check, wire transfer, or electronic funds transfer.

05

Sign and date the form, certifying that the information provided is accurate and complete.

06

Submit the completed form to the investment company or financial institution for processing.

Who needs retail share class use?

01

Individual investors looking to purchase mutual fund shares directly from the investment company or financial institution.

02

Investors who prefer personalized service and assistance in selecting the right fund for their investment goals.

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What is retail share class use?

Retail share class use refers to the allocation of mutual fund shares specifically designed for individual retail investors.

Who is required to file retail share class use?

Mutual fund companies are required to file retail share class use.

How to fill out retail share class use?

Retail share class use can be filled out by providing detailed information about the allocation of shares to individual investors.

What is the purpose of retail share class use?

The purpose of retail share class use is to ensure fair and transparent allocation of mutual fund shares to retail investors.

What information must be reported on retail share class use?

The information that must be reported on retail share class use includes details on the number of shares allocated to individual investors and the criteria used for allocation.

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