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Caldwell & Orin Market Opportunity Fund COVERALL EDUCATION SAVINGS Account Transfer of Assets FORM SECTION 1: Responsible Individual SECTION 4: Investment Instructions (continued) Responsible Individuals

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What is section 4 investment instructions?

Section 4 investment instructions are guidelines provided to investors regarding how to allocate their investments.

Who is required to file section 4 investment instructions?

Investors who are looking to make investments or allocate funds may be required to file section 4 investment instructions.

How to fill out section 4 investment instructions?

To fill out section 4 investment instructions, investors need to provide detailed information about their investment plans and allocations.

What is the purpose of section 4 investment instructions?

The purpose of section 4 investment instructions is to ensure that investors have a clear strategy for their investments and allocations.

What information must be reported on section 4 investment instructions?

On section 4 investment instructions, investors must report details about the types of investments, amounts to be allocated, and investment goals.

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