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SECURITIES AND EXCHANGE COMMISSIONFORM 497 Definitive materials filed under paragraph (a), (b), (c), (d), (e) or (f) of Securities Act Rule 497Filing Date: 20231020SEC Accession No. 000093041323002337

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How to fill out mercer funds form 497

01

Obtain the Mercer Funds Form 497 from the official website or request a copy from Mercer Funds directly.

02

Fill in your personal information such as name, address, and contact details on the form.

03

Provide your Social Security number or tax identification number.

04

Select the type of account you are opening or making changes to (e.g. individual, joint, IRA).

05

Indicate the investment options or funds you would like to invest in.

06

Sign and date the form before submitting it to Mercer Funds for processing.

Who needs mercer funds form 497?

01

Investors who are looking to open a new account with Mercer Funds.

02

Existing investors who want to make changes to their current investments or account information.

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What is mercer funds form 497?

Mercer Funds Form 497 is a regulatory filing required for certain investment funds to provide updated information about their operations, financial status, and compliance with investment regulations.

Who is required to file mercer funds form 497?

Investment funds managed by Mercer and subject to regulatory oversight are required to file Form 497.

How to fill out mercer funds form 497?

To fill out Mercer Funds Form 497, fund managers need to provide detailed information about the fund's performance, changes in management, and any material events affecting the fund. The form can be completed using specific guidelines provided by the regulatory authority.

What is the purpose of mercer funds form 497?

The purpose of Mercer Funds Form 497 is to ensure transparency and compliance within the investment funds sector by keeping investors and regulators informed about relevant changes and developments in the fund.

What information must be reported on mercer funds form 497?

Mercer Funds Form 497 requires the reporting of information such as fund performance data, updates on management or organizational changes, financial statements, and disclosures of risks.

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