User's Manual
$GYDQFHG6HWWLQJV
13HUVRQDO5RXWHU35
DOVRVHQGVDQ³LGHQWLI\´PHVVDJHWR\RXUFRPSXWHURQSRUW8VLQJSRUWWULJJHULQJ\RXFDQ
WHOOWKHURXWHU³:KHQ\RXLQLWLDWHDVHVVLRQZLWKGHVWLQDWLRQSRUW\RXKDYHWRDOVRDOORZ
LQFRPLQJWUDIILFRQSRUWWRUHDFKWKHRULJLQDWLQJFRPSXWHU´8VLQJVWHSVVLPLODUWRWKH
SUHFHGLQJH[DPSOHWKHIROORZLQJVHTXHQFHVKRZVWKHHIIHFWVRIWKHSRUWWULJJHULQJUXOH\RX
KDYHGHILQHG
<
RXRSHQDQ,5&FOLHQWSURJUDPWRVWDUWDFKDWVHVVLRQRQ\RXUFRPSXWHU
<RXU,5&FOLHQWFRPSRVHVDUHTXHVWPHVVDJHWRDQ,5&VHUYHUXVLQJDGHVWLQDWLRQSRUW
QXPEHURIWKHVWDQGDUGSRUWQXPEHUIRUDQ,5&VHUYHUSURFHVV
<RXUFRPSXWHUWKHQ
VHQGVWKLVUHTXHVWPHVVDJHWR\RXUURXWHU
<RXUURXWHUFUHDWHVDQHQWU\LQLWVLQWHUQDOVHVVLRQWDEOHGHVFULELQJWKLVFRPPXQLFDWLRQ
VHVVLRQEHWZHHQ\RXUFRPSXWHUDQGWKH,5&VHUYHU
<RXUURXWHUVWRUHVWKHRULJLQDO
LQIRUPDWLRQSHUIRUPV1HWZRUN$GGUHVV7UDQVODWLRQ1$7RQWKHVRXUFHDGGUHVVDQGSRUW
DQGVHQGVWKLVUHTXHVWPHVVDJHWKURXJKWKH,QWHUQHWWRWKH,5&VHUYHU
1RWLQJ\RXUSRUWWULJJHULQJUXOHDQGKDYLQJREVHUYHGWKHGHVWLQDWLRQSRUWQXPEHURI
\RXUURXWHUFUHDWHVDQDGGLWLRQDOVHVVLRQHQWU\WRVHQGDQ\LQFRPLQJSRUWWUDIILF
WR\RXU
FRPSXWHU
7KH,5&VHUYHUVHQGVDUHWXUQPHVVDJHWR\RXUURXWHUXVLQJWKH1$7DVVLJQHG
VRXUFHSRUW
DVLQWKHSUHYLRXVH[DPSOHVD\SRUWDVWKHGHVWLQDWLRQSRUW7KH,5&VHUYHUDOVR
VHQGVDQLGHQWLI\PHVVDJHWR\RXUURXWHUZLWKGHVWLQDWLRQSRUW
8SRQUHFHLYLQJWKHLQFRPLQJPHVVDJHWRGHVWLQDWLRQSRUW\RXUURXWHUFKHFNVLWV
VHVVLRQWDEOHWRGHWHUPLQHZKHWKHUDQDFWLYHVHVVLRQIRUSRUWQXPEHUH[LVWV)LQGLQJ
DQDFWLYHVHVVLRQWKHURXWHUUHVWRUHVWKHRULJLQDODGGUHVVLQIRUPDWLRQUHSODFHGE\1$7DQG
VHQGVWKLVUHSO\PHVVDJHWR\RXUFRPSXWHU
8SRQ
UHFHLYLQJWKHLQFRPLQJPHVVDJHWRGHVWLQDWLRQSRUW\RXUURXWHUFKHFNVLWVVHVVLRQ
WDEOHDQGOHDUQVWKDWDQDFWLYHVHVVLRQIRUSRUWLVDVVRFLDWHGZLWK\RXUFRPSXWHU7KH
URXWHUUHSODFHVWKHPHVVDJH¶VGHVWLQDWLRQ,3DGGUHVVZLWK\RXUFRPSXWHU¶V,3DGGUHVVDQG
IRUZDUGVWKHPHVVDJHWR\RXUFRPSXWHU
:KHQ\RXILQLVK\RXUFKDWVHVVLRQ\RXUURXWHUHYHQWXDOO\VHQVHVDSHULRGRILQDFWLYLW\LQWKH
FRPPXQLFDWLRQV7KHURXWHUWKHQUHPRYHVWKHVHVVLRQLQIRUPDWLRQIURPLWVVHVVLRQWDEOH
DQGLQFRPLQJWUDIILFLVQRORQJHUDFFHSWHGRQSRUWQXPEHUVRU
7
RFRQILJXUHSRUWWULJJHULQJ\RXQHHGWRNQRZZKLFKLQERXQGSRUWVWKHDSSOLFDWLRQQHHGV
$OVR\RXQHHGWRNQRZWKHQXPEHURIWKHRXWERXQGSRUWWKDWWULJJHUVWKHRSHQLQJRIWKH
LQERXQGSRUWV<RXFDQXVXDOO\GHWHUPLQHWKLVLQIRUPDWLRQE\FRQWDFWLQJWKHSXEOLVKHURIWKH
DSSOLFDWLRQRUXVHUJURXSVRUQHZVJURXSV
1RWH 2QO\RQHFRPSXWHUDWDWLPHFDQXVHWKHWULJJHUHGDSSOLFDWLRQ
3RUW)RUZDUGLQJWR3HUPLW([WHUQDO+RVW&RPPXQLFDWLRQV
,QERWKRIWKHSUHFHGLQJH[DPSOHV\RXUFRPSXWHULQLWLDWHVDQDSSOLFDWLRQVHVVLRQZLWKD
VHUYHUFRPSXWHURQWKH,QWHUQHW+RZHYHU\RXPLJKWQHHGWRDOORZDFOLHQWFRPSXWHURQWKH
,QWHUQHWWRLQLWLDWHDFRQQHFWLRQWRDVHUYHUFRPSXWHURQ\RXUQHWZRUN1RUPDOO\\RXUURXWHU
LJQRUHVDQ\LQERXQGWUDIILFWKDWLVQRWDUHVSRQVHWR\RXURZQRXWERXQGWUDIILF<RXFDQ
FRQILJXUHH[FHSWLRQVWRWKLVGHIDXOWUXOHE\XVLQJWKHSRUWIRUZDUGLQJIHDWXUH










