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Revised: March 13, 2023FACTS Why? What?WHAT DOES PMB CAPITAL MANAGEMENT LLC DBA BOOKSTORE FINANCIAL WITH YOUR PERSONAL INFORMATION? Financial companies choose how they share your personal information.

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01

For initial portfolio, gather all relevant information such as financial goals, risk tolerance, time horizon, and current assets.

02

Determine the appropriate asset allocation based on the information collected.

03

Select specific investments that align with the determined asset allocation.

04

Monitor and periodically review the portfolio to ensure it remains in line with the investor's goals and risk tolerance.

Who needs initial and annual portfolio?

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Individuals who are looking to invest their money for financial growth and security.

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Financial planners and advisors helping clients with their investment strategies.

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Institutional investors such as pension funds and endowments managing large sums of money.

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What is initial and annual portfolio?

An initial portfolio is a report that must be filed at the beginning of a reporting period, detailing certain financial interests and holdings, while an annual portfolio is a subsequent report filed each year to update that information.

Who is required to file initial and annual portfolio?

Typically, individuals in certain public positions or those with regulatory obligations are required to file initial and annual portfolios, which include public officials, employees, and certain private sector professionals depending on jurisdiction.

How to fill out initial and annual portfolio?

To fill out the initial and annual portfolio, individuals must provide accurate information regarding their financial interests, investments, and any potential conflicts of interest, often using a standard form provided by the regulatory authority.

What is the purpose of initial and annual portfolio?

The purpose of the initial and annual portfolio is to promote transparency and accountability among government officials and employees by disclosing their financial interests to prevent conflicts of interest.

What information must be reported on initial and annual portfolio?

The initial and annual portfolio must typically include information about personal investments, assets, income sources, and any affiliations that could present a conflict of interest.

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