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Applicable to all funds and accounts Use this form to authorise CCLA to accept instructions via emailEmail instructions authority form Instructions on a CCLA form, sent by email to us as a PDF, and
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How to fill out suitable for all funds

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Gather all necessary financial documents including income statements, tax returns, and any relevant investment records.
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Suitable for all funds refers to investment strategies or options that are deemed appropriate for investors of varying risk tolerances and financial goals.
Registered investment advisors and financial institutions that manage funds are typically required to file suitable for all funds.
To fill out suitable for all funds, required information about the fund's investment strategy, risk profile, and target investor should be provided accurately on the designated forms.
The purpose of suitable for all funds is to ensure that investment options align with the risk tolerance and investment objectives of different investors.
Information such as investment strategy, expected returns, risks, and fees associated with the funds must be reported.
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