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  1. Simple Invest 360
  2. Reporting
  3. General

General

  • Dividends Paid Minute
  • Not for Profit Audit Report
  • Dividend Statement Report
  • Unit Valuation Letter
  • Unit Holding Report
  • Unit Valuation Report
  • Reporting at Historical Cost vs. Mark-to-Market
  • Annual Tax Statement
  • Entity Dashboard
  • Custom Reports
  • Declaration of Distribution Resolution
  • Reports
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