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Regular mail:Imp ax Funds P.O. Box 534463 Pittsburgh, PA 152534463Overnight mail:Imp ax Funds Attention: 534463 500 Ross Street, 1540520 Pittsburgh, PA 15262 Telephone: 1 (800) 372 7827Impax Funds
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How to fill out impax funds custodial agreement

How to fill out impax funds custodial agreement
01
Obtain a copy of the impax funds custodial agreement form.
02
Read through the form carefully to understand all the terms and conditions.
03
Fill out your personal information such as name, address, contact details, and social security number.
04
Provide information about the funds you wish to place under custodial agreement.
05
Sign and date the agreement form.
06
Submit the filled out form to the appropriate party as instructed.
Who needs impax funds custodial agreement?
01
Investors who want to entrust their funds to a custodian for safekeeping and management.
02
Financial institutions or investment firms who act as custodians for clients' funds.
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What is impax funds custodial agreement?
The impax funds custodial agreement is a legal document that outlines the terms and conditions of the custodial services provided for impax funds.
Who is required to file impax funds custodial agreement?
The fund manager or administrator is typically responsible for filing the impax funds custodial agreement.
How to fill out impax funds custodial agreement?
To fill out the impax funds custodial agreement, you will need to provide detailed information about the fund, custodian, and the terms of the agreement.
What is the purpose of impax funds custodial agreement?
The purpose of the impax funds custodial agreement is to establish the roles and responsibilities of the custodian and the fund manager, and to protect the assets held in custody.
What information must be reported on impax funds custodial agreement?
The impax funds custodial agreement should include information about the fund, custodian, fees, investment restrictions, and procedures for handling assets.
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