{"id":52034,"date":"2024-10-10T03:07:19","date_gmt":"2024-10-10T03:07:19","guid":{"rendered":"https:\/\/www.process.st\/templates\/?p=52034"},"modified":"2024-10-10T03:07:19","modified_gmt":"2024-10-10T03:07:19","slug":"exchange-traded-fund-etf-authorized-participants-coordination-process","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/exchange-traded-fund-etf-authorized-participants-coordination-process\/","title":{"rendered":"Exchange-Traded Fund (ETF) Authorized Participants Coordination Process"},"content":{"rendered":"\n<section id=\"identify-the-specific-etf\">\n <h2>Identify the specific ETF<\/h2>\n <div class=\"text-content\">\n  This task involves identifying the specific Exchange-Traded Fund (ETF) that will be the focus of this coordination process. It is important to determine the specific ETF as each ETF may have different requirements and processes. By identifying the specific ETF, you can ensure that the coordination process is tailored to the needs of that particular ETF. The desired result of this task is a clear identification of the specific ETF.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> ETF Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> ETF Ticker Symbol <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"identify-the-etf-issuer\">\n <h2>Identify the ETF issuer<\/h2>\n <div class=\"text-content\">\n  In this task, you will identify the issuer of the ETF. This is important as the issuer is responsible for creating and redeeming shares of the ETF. By identifying the ETF issuer, you can establish a line of communication and coordination for the creation and redemption process. The desired result of this task is a clear identification of the ETF issuer.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> ETF Issuer <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"clarify-role-specifications-with-the-etf-issuer\">\n <h2>Clarify role specifications with the ETF issuer<\/h2>\n <div class=\"text-content\">\n  This task involves clarifying the role specifications with the ETF issuer. It is important to clearly define the roles and responsibilities of both parties to ensure a smooth coordination process. By clarifying role specifications, you can avoid any misunderstandings or miscommunications. The desired result of this task is a clear understanding of each party's role in the coordination process.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Role Specifications <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-role-specifications\">\n <h2>Approval: Role specifications<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Identify the specific ETF<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Identify the ETF issuer<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Clarify role specifications with the ETF issuer<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"obtain-and-review-etf-prospectus\">\n <h2>Obtain and review ETF prospectus<\/h2>\n <div class=\"text-content\">\n  In this task, you will obtain and review the ETF prospectus. The prospectus contains important information about the ETF, including its investment objectives, strategies, risks, and fees. By reviewing the prospectus, you can gain a better understanding of the ETF and its underlying holdings. The desired result of this task is a thorough review of the ETF prospectus.\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload ETF Prospectus <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"understand-the-etfs-underlying-holdings\">\n <h2>Understand the ETF's underlying holdings<\/h2>\n <div class=\"text-content\">\n  This task involves understanding the ETF's underlying holdings. The underlying holdings are the assets or securities that the ETF holds to track the performance of the index or benchmark it aims to replicate. By understanding the ETF's underlying holdings, you can better facilitate the creation and redemption process. The desired result of this task is a clear understanding of the ETF's underlying holdings.\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> ETF Website <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"inform-about-intention-to-facilitate-creationredemption-of-etf-shares\">\n <h2>Inform about intention to facilitate creation\/redemption of ETF shares<\/h2>\n <div class=\"text-content\">\n  In this task, you will inform the ETF issuer about your intention to facilitate the creation or redemption of ETF shares. This is important as the issuer needs to be aware of your role in the coordination process. By informing the issuer, you can start the process of coordinating the creation or redemption of ETF shares. The desired result of this task is a clear communication of your intention to facilitate creation or redemption.\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Authorized Participants <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"procure-underlying-assets-of-the-etf\">\n <h2>Procure underlying assets of the ETF<\/h2>\n <div class=\"text-content\">\n  This task involves procuring the underlying assets of the ETF. The underlying assets are the securities or assets that the ETF holds to track the performance of the index or benchmark it aims to replicate. By procuring the underlying assets, you can facilitate the creation or redemption of ETF shares. The desired result of this task is the procurement of the necessary underlying assets.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Procured Assets <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-procurement-of-underlying-assets\">\n <h2>Approval: Procurement of Underlying Assets<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Obtain and review ETF prospectus<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Understand the ETF's underlying holdings<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Inform about intention to facilitate creation\/redemption of ETF shares<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Procure underlying assets of the ETF<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"decide-on-the-number-of-etf-shares-to-createredeem\">\n <h2>Decide on the number of ETF shares to create\/redeem<\/h2>\n <div class=\"text-content\">\n  In this task, you will decide on the number of ETF shares to create or redeem. This is an important decision as it determines the amount of assets that need to be delivered or received. By deciding on the number of ETF shares, you can initiate the creation or redemption process. The desired result of this task is a clear decision on the number of ETF shares to create or redeem.\n <\/div>\n <div class=\"number-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Number of ETF Shares <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"send-order-to-the-etf-issuer\">\n <h2>Send order to the ETF issuer<\/h2>\n <div class=\"text-content\">\n  This task involves sending the order to the ETF issuer. The order specifies the details of the creation or redemption of ETF shares, including the number of shares and the assets to be delivered or received. By sending the order, you can initiate the process of creating or redeeming ETF shares. The desired result of this task is the successful transmission of the order to the ETF issuer.\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> ETF Issuer Contact <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Order Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"number-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Number of ETF Shares <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"receive-confirmation-of-creationredemption-from-etf-issuer\">\n <h2>Receive confirmation of creation\/redemption from ETF issuer<\/h2>\n <div class=\"text-content\">\n  In this task, you will receive confirmation of the creation or redemption of ETF shares from the ETF issuer. This confirmation validates the successful completion of the creation or redemption process. By receiving confirmation, you can ensure that the transaction has been executed as intended. The desired result of this task is the receipt of confirmation from the ETF issuer.\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> ETF Issuer Contact <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Confirmation Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Confirmation Details <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"finalize-and-deliver-the-transaction\">\n <h2>Finalize and deliver the transaction<\/h2>\n <div class=\"text-content\">\n  This task involves finalizing and delivering the transaction. The transaction includes the delivery of the underlying assets and the receipt of the ETF shares. By finalizing and delivering the transaction, you can complete the process of creating or redeeming ETF shares. The desired result of this task is the successful completion of the transaction.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Transaction Details <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Transaction Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"follow-up-on-the-transaction-settlement\">\n <h2>Follow up on the transaction settlement<\/h2>\n <div class=\"text-content\">\n  In this task, you will follow up on the settlement of the transaction. The settlement involves the finalization of the transaction and the transfer of ownership of the ETF shares. By following up on the settlement, you can ensure that the transaction has been settled as intended. The desired result of this task is the successful settlement of the transaction.\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Transaction Settlement Contact <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Settlement Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-transaction-settlement\">\n <h2>Approval: Transaction settlement<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Decide on the number of ETF shares to create\/redeem<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Send order to the ETF issuer<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Receive confirmation of creation\/redemption from ETF issuer<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Finalize and deliver the transaction<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Follow up on the transaction settlement<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"track-and-document-etf-performance\">\n <h2>Track and document ETF performance<\/h2>\n <div class=\"text-content\">\n  This task involves tracking and documenting the performance of the ETF. It is important to monitor the performance of the ETF to assess its investment objectives and strategies. By tracking and documenting ETF performance, you can evaluate the effectiveness of the investment. The desired result of this task is the tracking and documentation of ETF performance.\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Performance Tracking Website <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Performance Tracking Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"schedule-next-coordination-with-the-etf-issuer\">\n <h2>Schedule next coordination with the ETF issuer<\/h2>\n <div class=\"text-content\">\n  In this task, you will schedule the next coordination with the ETF issuer. It is important to establish a regular communication and coordination with the issuer to ensure the smooth execution of the creation and redemption process. By scheduling the next coordination, you can maintain an ongoing relationship with the issuer. The desired result of this task is the scheduling of the next coordination.\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Next Coordination Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"compile-report-of-the-process\">\n <h2>Compile report of the process<\/h2>\n <div class=\"text-content\">\n  This task involves compiling a report of the coordination process. The report summarizes the activities, decisions, and outcomes of the process. By compiling a report, you can assess the effectiveness of the coordination process and make improvements if necessary. The desired result of this task is a comprehensive report of the coordination process.\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload Coordination Report <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"communicate-the-outturn-to-stakeholders\">\n <h2>Communicate the outturn to stakeholders<\/h2>\n <div class=\"text-content\">\n  In this task, you will communicate the outturn of the coordination process to stakeholders. The outturn includes the results, findings, and recommendations of the process. By communicating the outturn, you can keep stakeholders informed and engaged in the coordination process. The desired result of this task is the effective communication of the outturn to stakeholders.\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Stakeholders <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Investors\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     ETF Issuer\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Regulators\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Financial Advisors\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Authorized Participants\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"approval-communication-to-stakeholders\">\n <h2>Approval: Communication to Stakeholders<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Track and document ETF performance<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Schedule next coordination with the ETF issuer<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Compile report of the process<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Communicate the outturn to stakeholders<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Identify the specific ETF This task involves identifying the specific Exchange-Traded Fund (ETF) that will be the focus of this coordination process. It is important to determine the specific ETF as each ETF may have different requirements and processes. 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