Organizing an Investment Company, Registering Its Shares and Maintaining a Continuous Offering, and Complying with the Tax Code: 2019 Washington D.C. Investment Management Conference

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ORGANIZING A REGISTERED FUND -

Time and Responsibility Schedule -

- Decide form and content early

- Allow appropriate review time

- Reviewers include:

- Internal Personnel

- Portfolio Managers

- Legal/Compliance

- Operations

Please see full publication below for more information.

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