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This document outlines the sales charge waivers and discounts applicable to Davis New York Venture Fund shares as of 2023. It also provides detailed policies for various financial intermediaries.
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What is form 497?
Form 497 is a report used by certain financial institutions to provide information about their financial condition, operations, and compliance with regulatory requirements.
Who is required to file form 497?
Financial institutions such as banks, credit unions, and investment companies that meet specific criteria are required to file Form 497.
How to fill out form 497?
Form 497 must be filled out by gathering the necessary financial data, ensuring accuracy, and following the provided instructions specific to the form, which may vary by institution type.
What is the purpose of form 497?
The purpose of Form 497 is to enhance transparency and regulatory oversight by providing essential information about the financial health and practices of institutions.
What information must be reported on form 497?
Form 497 typically requires reporting on financial statements, operational metrics, compliance information, and other relevant operational details.
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