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Commonwealth Financial Network Core Account Sweep Programs (CASES) Disclosure Document July 2022Commonwealth Financial Network Core Account Sweep Programs (CASES) Disclosure Documents section highlights

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How to fill out cash sweep program disclosure

01

Obtain the cash sweep program disclosure from the financial institution where you have your account.

02

Read through the disclosure carefully, paying attention to the terms and conditions of the cash sweep program.

03

Fill out any required fields on the disclosure form, providing accurate and complete information.

04

Sign and date the disclosure form where indicated to certify that you have read and understood the terms of the cash sweep program.

05

Submit the completed cash sweep program disclosure to the financial institution for processing.

Who needs cash sweep program disclosure?

01

Individuals or entities who have accounts with financial institutions that offer cash sweep programs will need to fill out the cash sweep program disclosure.

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What is cash sweep program disclosure?

The cash sweep program disclosure is a document that outlines the details of a financial institution's cash sweep program, including how the funds are managed and the associated risks.

Who is required to file cash sweep program disclosure?

Financial institutions and banks are required to file cash sweep program disclosure.

How to fill out cash sweep program disclosure?

Cash sweep program disclosure can be filled out by providing detailed information about the cash sweep program, including investment options, fees, and risks.

What is the purpose of cash sweep program disclosure?

The purpose of cash sweep program disclosure is to provide transparency to clients and investors about how their cash is managed.

What information must be reported on cash sweep program disclosure?

Information such as investment options, fees, risks, and any conflicts of interest must be reported on cash sweep program disclosure.

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