Self Directed --> Trustee Directed

[RestAssured]

My "strange" questions/problems seem to be coming out of the woodwork along with the pollen!!

I have a doctor's group that for several years has been a quasi self-directed. Meaning, there are 5 different accounts set up from which participants may choose to go into, based upon their risk tolerance (ie, high risk, moderate, low risk, etc.). They have been able to change 2x per year, and I prepare a year-end allocation report as well as a mid-year.

The doctors wish to change from this set-up to a plain Trustee-Directed account.

Do I need to prepare a Blackout Notice? My inkling is "no", but I do think that some form of a notice must be given.

Please help! Thank you!!

[Jim Chad]

There is no "temporary' loss of ability to direct investments. So I agree that no blackout notices are required. FWIW