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Virtus Mutual FundsSystematic Exchange ApplicationPO Box 534470 Pittsburgh, PA 152534470For assistance, please contact us at 8002431574 or visit our website at Virtus.com. 1. Important Information
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A systematic exchange application is a request submitted to facilitate the systematic exchange of assets or funds between accounts or investment vehicles, often utilized to streamline investment strategies.
Individuals or entities engaged in systematic investments or exchanges in financial markets, such as mutual funds or retirement accounts, are typically required to file a systematic exchange application.
To fill out a systematic exchange application, provide your personal information, specify the accounts involved, detail the assets to be exchanged, and indicate the frequency and amount of the exchanges.
The purpose of a systematic exchange application is to automate the process of exchanging assets, making it easier for investors to manage their portfolios according to a predefined strategy.
The systematic exchange application must report personal identification details, account numbers, asset types, exchange amounts, and the schedule for the exchanges.
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