Series 3: 7.4.2.5. Filing Dates For Disclosure Document

Taken from our Series 3 Online Guide

7.4.2.5. Filing Dates for Disclosure Document

All information contained in the disclosure document must be current as of the date of the document, except for performance information, which must not be more than three months old as of the date the document is delivered. Nor may the disclosure document be used by the CPO after it has been in use for 12 months.

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