CTF transfer
24a transaction resulting from a decision by a customer, made with or without advice from a firm, to transfer the investments (or their value) held in an existing CTF into another CTF whether or not provided by the same CTF provider.
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Timeline guidance24a transaction resulting from a decision by a customer, made with or without advice from a firm, to transfer the investments (or their value) held in an existing CTF into another CTF whether or not provided by the same CTF provider.