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This document provides updates to the most recent variable annuity prospectuses related to required minimum distribution withdrawals, especially in light of the 2020 CARES Act, which impacts distribution
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Obtain Form 497 from the relevant regulatory body or website.
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Who needs form 497?
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What is form 497?
Form 497 is a regulatory filing that provides updates and information about mutual funds and other investment companies registered with the Securities and Exchange Commission (SEC).
Who is required to file form 497?
Investment companies, including mutual funds and exchange-traded funds (ETFs), that are registered under the Investment Company Act of 1940 are required to file Form 497 when they make certain changes or updates.
How to fill out form 497?
To fill out Form 497, registrants must provide details such as the fund's name, the changes being reported, any pertinent financial information, and updates to the fund's offering documents as required. It is advisable to consult the SEC guidelines or a legal professional for specific instructions.
What is the purpose of form 497?
The purpose of Form 497 is to inform investors and the SEC about important changes to a fund's offering, such as changes to the portfolio, investment objectives, or changes in fees, ensuring transparency and compliance with regulatory requirements.
What information must be reported on form 497?
Form 497 must report information such as the fund's name, change descriptions, relevant financial data, changes in investment objectives or policies, and updates to the prospectus or statement of additional information.
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