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| Report Title | Description | Sample |
|---|---|---|
| Mandate Report Can be downloaded under Documents tab on Visualizer | The Mandate Report is a monthly report designed to provide insights into the Mandate Portfolio. Contents:
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Financial Statement (Suitable for Tax Reporting) Available upon Request | The Financial Statement provides the below contents and could be used by tax advisors to facilitate tax reporting. Contents:
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Structured Products Report | The Structured Products Report provides the below contents. Contents:
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