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Key Information Memorandum and Application Form Regular Plan Canada Robe co Capital Protection Oriented Fund Series 5 (Close Ended Capital Protection Oriented Scheme) RATED AS [CARE] Adams (SO)! By
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What is series 5 close ended?
Series 5 close ended refers to a type of investment fund that has a limited number of shares issued.
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All financial institutions or investment companies offering series 5 close ended funds are required to file with the appropriate regulatory bodies.
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Series 5 close ended forms can be filled out electronically or by mailing a physical form to the regulatory body overseeing the investment fund.
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The purpose of series 5 close ended is to provide investors with opportunities to invest in diversified portfolios with a fixed number of shares.
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Information such as fund performance, portfolio composition, fees, expenses, and risks associated with investing in the fund must be reported on series 5 close ended.
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