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TUManulife WealthNATIONAL INSTRUMENT 24101 /NST/TUT/ORAL TRADE MATCHING AND SETTLEMENT TRADE MATCHING STATEMENT To: All trade matching parties providing trade orders to, acting on behalf of, or executing
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Begin by gathering all the necessary information and documents related to the institutional investment.
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Start filling out the form by accurately providing the requested general information about the institution.
05
Proceed to fill out the details regarding the investment manager and any other relevant parties involved.
06
Provide information about the investment portfolio, including the types of securities held and any restrictions.
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Who needs national instrument 24-101 institutional?

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National Instrument 24-101 institutional is needed by Canadian institutional investors who are subject to securities regulations and fall under the jurisdiction of the Canadian Securities Administrators (CSA). This includes pension funds, mutual funds, investment companies, and similar institutions that manage investment portfolios on behalf of clients or beneficiaries.
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National Instrument 24-101 Institutional is a regulatory framework in Canada that governs the reporting and dissemination of information by institutional investors to promote transparency in the markets.
Institutional investors, including investment funds, pension plans, and other entities that manage large pools of investment capital, are required to file under National Instrument 24-101.
To fill out National Instrument 24-101, institutions must provide accurate and complete information regarding their investment activities as specified in the filing guidelines, including details about their investment strategies and portfolios.
The purpose of National Instrument 24-101 is to enhance transparency and improve the availability of information regarding institutional investment activities in order to foster confidence in the integrity of the capital markets.
The information that must be reported includes details about the institutional investor's holdings, trading activities, investment strategies, and any pertinent changes in their investment positions.
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