Use this form to notify Portfolio Manager of account-specific constraints that have come to your attention. For instance, you may …

  • Add new constraints
  • Cancel existing constraints
  • Modify existing constraints

Instructions

Before you begin completing this form …

  1. Consult the fConstraints.xlsx file for existing constraints related to the account.
  2. Open VEO to the subject account’s overview page.
  3. Submit a different form for each account.
  4. For your convenience, you may enter multiple constraints in the same form submission. Or you may enter each constraint in a different submission.


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