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  4. Should total sales and/or total purchases reported on Schedule A and/or B under service code 4, financial management services, equal the amounts reported under Question 14 on page 10, or Question 17 on page 11?

Should total sales and/or total purchases reported on Schedule A and/or B under service code 4, financial management services, equal the amounts reported under Question 14 on page 10, or Question 17 on page 11?

Yes. Please allocate your total sales and/or purchases for financial management services by fund type under Question 14 and/or 17, if applicable.

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