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Date

Agenda

Notes, decisions and action items

5.17.2023

Kickoff Meeting!

Go over outstanding questions:

Custodian /QPD User- Welcome Email- Waiting on content of this email from Pam

Custondian/QPD

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why is “QPD Securities” and “QPD Transaction History” included on this page?

Those tabs may be viewed after the Custodian clicks on one of the Associated QPD links and is acting as the QPD.

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