This MFS Cross Product page provides information for the following:

  • New Account / Account Maintenance Transparency Enhancements – Best Practices
  • Cost Basis Reporting Service (CBRS) Supplemental Guide for Mutual Funds
  • Interval Funds: Repurchase Processing User Guide & Best Practices
  • Matrix Levels
  • Money Market Fund Reform
  • Trust Processing
  • Underlying Firm Symbol (UFS)

 

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