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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: HILLEBRAND FINANCIAL PLANNING LLCCRD Number: 133235OtherThanAnnual Amendment
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The equity-growth-and-value-funds-sai (Statement of Additional Information) is a document that provides detailed information about the investment strategies, risks, and financial information related to equity growth and value mutual funds.
Investment companies that offer equity growth and value funds are required to file the equity-growth-and-value-funds-sai as part of their regulatory compliance.
To fill out the equity-growth-and-value-funds-sai, fund managers must provide detailed descriptions of investment objectives, fees, performance history, and any other relevant information as specified by regulatory authorities.
The purpose of the equity-growth-and-value-funds-sai is to give investors comprehensive information about a fund's operations, investment strategies, risks, and financial statements, helping them make informed investment decisions.
The equity-growth-and-value-funds-sai must report information such as fund history, investment objectives, fees and expenses, portfolio management details, performance data, and any legal or regulatory information.
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