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Application form legal entities This form is for a company, trust, close corporation, deceased estate or any other legal entity (not a natural person) who wishes to invest in any of the funds listed
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What is ci portfolios?
CI portfolios refer to Confidential Information portfolios that contain sensitive or private data related to individual or business financial activities.
Who is required to file ci portfolios?
Entities or individuals that hold or manage confidential information, such as financial institutions, businesses, or professionals handling sensitive client data, are typically required to file CI portfolios.
How to fill out ci portfolios?
To fill out CI portfolios, individuals or entities must provide detailed information about their confidential data practices, including types of data collected, storage methods, and security measures implemented.
What is the purpose of ci portfolios?
The purpose of CI portfolios is to ensure transparency and compliance with regulations regarding the management and protection of confidential information.
What information must be reported on ci portfolios?
Information that must be reported on CI portfolios includes the nature of the confidential information, the purpose of its collection, security measures in place, and any third-party sharing.
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