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Disclose Annual Amendments
Smart Kx
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0 step
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36 seconds
1
Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
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Click on your account
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3
Click "Files"
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4
Upload all your updated annual amendments
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Click "Save"
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Click "All Custodians"
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Go to the "Contracts" tab
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Select the contracts you want to disclose annual amendments to or Select all
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Click "Disclose Annual Amendment"
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Review the email
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Reach out to [
[email protected]
](mailto:
[email protected]
) if you would like to request an email template change
11
Click "Send"
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