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  4. Should total sales and/or total purchases reported on Schedule A and/or Schedule B under service code, 5 financial management services, equal the amounts reported under question 9 on page 8, and/or question 12 on page 9?

Should total sales and/or total purchases reported on Schedule A and/or Schedule B under service code, 5 financial management services, equal the amounts reported under question 9 on page 8, and/or question 12 on page 9?

Yes. Please allocate your total sales and/or purchases for financial management services by fund type under question 9 and/or 12, if applicable.

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