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3/28/24, 11:54 AM IARD All Sections [Username: escorting, Org ID: 152606]FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name:
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01
Visit the DoubleLine Funds website or contact their customer service for account opening instructions.
02
Fill out the necessary forms with accurate personal and financial information.
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Provide any required documentation such as proof of identity or address.
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Choose the type of account you wish to open (individual, joint, etc.) and fund it with the required minimum investment.
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Review and sign all relevant agreements and disclosures to finalize the account setup.

Who needs doubleline funds - account?

01
Investors looking for professionally managed mutual funds with a focus on fixed income securities may benefit from opening a DoubleLine Funds account.
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Individuals who prefer to have their investments overseen by seasoned portfolio managers and seek competitive returns within the fixed income market may be interested in DoubleLine Funds.
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DoubleLine Funds refers to a family of mutual funds managed by DoubleLine Capital LP that primarily focuses on fixed income investments.
Investors who own shares in DoubleLine Funds and are subject to specific reporting requirements need to file the account.
To fill out the DoubleLine Funds account, investors should complete the required forms, providing personal information, fund details, and investment amounts.
The purpose of the DoubleLine Funds account is to manage and report investments in DoubleLine mutual funds, ensuring compliance with tax and regulatory laws.
Investors must report details such as their account number, fund name, investment amounts, and any capital gains or income generated.
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