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Investors are kept apprised of their shareholdings in the administered funds; investment advisors may rely on the specialized experience of the in-house staff to provide assistance in the transaction of certain negotiated placements, purchases and sales of investments (including trading activities for funds-of-funds), and all liaison with shareholders for marketing communication and tax reporting purposes. Olympia Capital uses a proprietary shareholder servicing system with
multiple layers of security and built-in checks and controls. |
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