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C A S T L E F I E LD Withdrawal Form CFP Castle field Funds CVC CFP Castle field Portfolio Funds CVC For lump sum and regular withdrawalsThis form can be used to:Make a lump sum withdrawal from a
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cfp-castlefield-sustainable-portfolio-income-fund is a sustainable investment fund managed by Castlefield. It focuses on generating income through investments in companies that prioritize sustainability.
Investors who hold shares in the fund are required to report the income generated from their investments in the cfp-castlefield-sustainable-portfolio-income-fund.
Investors can fill out the necessary forms provided by Castlefield or their financial advisor to report the income generated from their investments in the fund.
The purpose of cfp-castlefield-sustainable-portfolio-income-fund is to provide investors with a sustainable investment option that generates income while supporting companies with strong environmental and social practices.
Investors must report the income generated from their investments in the fund as well as any relevant tax information.
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