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File No. 812 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20459 APPLICATION FOR AN ORDER OF APPROVAL PURSUANT TO SECTION 26(c) OF THE INVESTMENT COMPANY ACT OF 1940 AND AN ORDER OF EXEMPTION
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How to fill out the fund substitution applicationdocx:

01
Start by opening the fund substitution applicationdocx document.
02
Fill in your personal information in the designated fields, including your name, address, contact information, and any other required details.
03
Next, provide information about the fund you currently hold and wish to substitute. This may include the fund name, account number, and any other relevant details.
04
Specify the reason for the fund substitution. Explain why you want to substitute the fund and provide any supporting documentation if required.
05
If there are any specific instructions or requirements for the fund substitution process, make sure to read and follow them carefully. This may include providing additional forms, signatures, or other supporting documents.
06
Double-check all the information you have provided in the application to ensure accuracy and completeness.
07
If necessary, attach any supporting documents requested by the application or the fund provider.
08
Sign the application form and date it.
09
Submit the completed fund substitution applicationdocx form to the appropriate authority or fund provider. This may involve mailing it, submitting it online, or delivering it in person.

Who needs fund substitution applicationdocx?

01
Individuals who wish to switch their current investment funds to a different fund may need to fill out the fund substitution applicationdocx. This includes investors who have identified a better-performing fund, want to diversify their portfolio, or have other strategic investment decisions.
02
Fund managers or administrators may also require investors to fill out a fund substitution applicationdocx to ensure proper documentation of the substitution process and maintain accurate records.
03
Financial advisors or consultants may use the fund substitution applicationdocx to assist their clients in managing their investment portfolios and making appropriate fund substitutions based on their financial goals or market conditions.
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Fund substitution applicationdocx is a form used to request a change in the investment options within a fund.
Investors who wish to change the investment options within a fund are required to file fund substitution applicationdocx.
To fill out fund substitution applicationdocx, investors need to provide their personal information, details of the current fund, desired fund options, and reason for the substitution.
The purpose of fund substitution applicationdocx is to enable investors to make changes to their investment options within a fund.
Information such as personal details, current fund details, desired fund options, and reason for the substitution must be reported on fund substitution applicationdocx.
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