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SMART Participant Customer Disclosure Form (Community Shared Solar) The purpose of this form is to provide consumers with a straightforward, uniform, and transparent resource to evaluate potential

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Who needs smart participant customer disclosure?

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Any individual or entity involved in a smart participant program that requires disclosure of customer information.

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What is smart participant customer disclosure?

Smart participant customer disclosure refers to a regulatory requirement for firms to inform their clients about certain investment products, ensuring transparency and awareness.

Who is required to file smart participant customer disclosure?

Typically, financial institutions and investment firms that offer specific investment products must file smart participant customer disclosure.

How to fill out smart participant customer disclosure?

To fill out the smart participant customer disclosure, firms should follow the designated form provided by the regulatory authority, including all required client information and product details.

What is the purpose of smart participant customer disclosure?

The purpose of smart participant customer disclosure is to promote transparency in the financial services industry and protect consumers by ensuring they have access to important information about investment products.

What information must be reported on smart participant customer disclosure?

Information that must be reported includes details about the investment products, associated risks, fees, and terms and conditions.

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