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Meaning / Definition of

Information Disclosure Statement (IDS)

Categories: Patent,

a list of all patents, publications, U.S. applications, or other information submitted for consideration by the Office in a non-provisional patent application filed under 35 U.S.C. § 111(a) to comply with applicant's duty to submit to the Office information which is material to patentability of the invention claimed in the non-provisional application. For patent applications filed under 35 U.S.C. § 111(a), applicants and other individuals who are substantively involved in preparing or prosecuting a patent application must submit to the Office information which is material to patentability (could render a claim unpatentable) as defined in 37 CFR § 1.56. The provisions of 37 CFR § 1.97 and 37  CFR § 1.98 provide a mechanism for compliance with the duty of disclosure provided in 37 CFR § 1.56. The IDS must include a list of all patents, publications, U.S. applications, or other information submitted for consideration by the Office. The USPTO provides forms for use in the submission of an IDS, the PTO/SB/08a and PTO/SB/08b. -- see 37 CFR §§§ 1.56, 1.97 and 1.98and MPEP 609 for more

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Definition / Meaning of

Family Of Funds

Categories: Mutual Funds, Investing and Trading, Stocks,

Many large mutual fund companies offer a variety of stock, bond, and money market funds with different investment strategies and objectives. Together, these funds make up a family of funds.If you own one fund in a family, you can usually transfer assets to another fund in the same family without sales charges. The transaction is known as an exchange. But unless the funds are in a tax-deferred or tax-free retirement or education savings plan, you'll owe capital gains taxes on increases in value of the fund you're selling.Investing in a family of funds can make diversification and asset allocation easier, provided there are funds within the family that meet your investment criteria. Investing in a family of funds can also simplify recordkeeping. However, the advantages of consolidating your assets within one fund family are being challenged by the proliferation of fund networks. fund networks, sometimes called fund supermarkets, make it easy to spread your investments among several fund families.

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