Texas Renewal Application For Mutual Funds And Other Continuous Offerings

State:
Texas
Control #:
TX-BS-133-12
Format:
PDF
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Description

Renewal Application For Mutual Funds And Other Continuous Offerings

Texas Renewal Application for Mutual Funds and Other Continuous Offerings is a form that must be completed and submitted to the Texas State Securities Board in order to renew the registration of a mutual fund or other continuous offering in the State of Texas. It is designed to provide the State Securities Board with information on the fund or offering, such as its investment objectives, fees, and other details. The form also requires the applicant to provide information on the fund's investment strategy and any changes made since the last renewal. There are two types of Texas Renewal Applications for Mutual Funds and Other Continuous Offerings: 1. The Basic Renewal Application — This form is used for the initial registration of the mutual fund or other continuous offering, as well as for the renewal of the registration. It includes detailed information on the offering, such as its investment objectives, fees, and other details. 2. The Advanced Renewal Application — This form is used for the renewal of the registration of the mutual fund or other continuous offering, but requires more detailed information on the fund or offering, such as its investment strategy and any changes made since the last renewal.

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Texas Renewal Application For Mutual Funds And Other Continuous Offerings