PLAN MAN Posted September 14, 2006 Posted September 14, 2006 I'm looking for help. Our investment services department wants to put together 404© notices for some clients. To meet the requirements to provide a general description of the investment objectives and risk and return characteristics of the investments they are going to lists the risks from the fund prospecus. Is this enough or should they be describing the risks as high, low moderate, etc.?
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