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Reset Restructured Settlement Investment Checklist Send to: Email: Fax: US Mail: Overnight:Client Services 866.928.9394 512.637.5739 www.StrataTrust.com(Please submit using one method)NewInvestments@StrataTrust.com 512.495.9554 PO
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How to fill out investment issuer address change

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How to fill out investment issuer address change

01
Log in to the investment issuer's platform.
02
Go to the 'Profile' or 'Account Settings' section.
03
Click on 'Edit Address' or 'Change Address'.
04
Enter the new address details accurately.
05
Save the changes and verify that the address has been updated successfully.

Who needs investment issuer address change?

01
Investment issuers who have moved to a new location or have changed their business address.
02
Investors who need to receive important documents or correspondence from the investment issuer.
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An investment issuer address change refers to the process of updating the official address of a company that issues securities. This ensures that regulatory agencies and investors have the correct contact information for the issuer.
Any investment issuer that has changed its official address is required to file an investment issuer address change with the appropriate regulatory authority.
To fill out an investment issuer address change, one must complete the designated form provided by the regulatory authority, ensuring all necessary details such as the previous address, new address, and issuer identification information are accurately provided.
The purpose of the investment issuer address change is to maintain updated contact information for the issuer, allowing for proper communication with investors and regulators, and ensuring compliance with regulatory requirements.
The information that must be reported includes the investment issuer's previous address, the new address, issuer identification numbers, and any other relevant details as required by the regulatory body.
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