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SASS FORM 409Choice of Investment StrategyPlease print clearly in black ink.Notes to members For contributing SASS members, investment choice applies to the personal account balance. Investment choice

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What is sass-fact-sheet-15-choosing-an-investment-strategy?

Sass Fact Sheet 15 is a document that provides guidelines and information on how to select an appropriate investment strategy based on individual financial goals and risk tolerance.

Who is required to file sass-fact-sheet-15-choosing-an-investment-strategy?

Individuals or entities seeking to establish an investment strategy that fits their financial plan are required to complete and file this document.

How to fill out sass-fact-sheet-15-choosing-an-investment-strategy?

To fill out the Sass Fact Sheet 15, individuals must provide detailed information about their financial objectives, risk tolerance, and investment preferences, following the provided instructions.

What is the purpose of sass-fact-sheet-15-choosing-an-investment-strategy?

The purpose of the Sass Fact Sheet 15 is to help individuals systematically evaluate and select investments that align with their financial goals while considering associated risks.

What information must be reported on sass-fact-sheet-15-choosing-an-investment-strategy?

The information required includes personal financial objectives, risk assessment results, a list of preferred asset classes, and any additional preferences or constraints related to investing.

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