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CONDUCTS RETAIL SCHEME KEY INVESTOR INFORMATIONThis document provides you with key investor information about this Fund. It is not marketing material. The information is required by law to help you

How to fill out non-ucits retail scheme

How to fill out a non-UCITS retail scheme:

1. Gather all the necessary information: Before filling out the non-UCITS retail scheme, make sure you have all the required information at hand. This may include personal details, financial information, and investment preferences.
2. Understand the objectives and risks: Familiarize yourself with the objectives and risks associated with the non-UCITS retail scheme. This will help you assess whether it aligns with your investment goals and risk appetite.
3. Read the documentation: Carefully review the scheme's prospectus, Key Investor Information Document (KIID), and any other relevant documents provided by the fund manager. These documents will provide important details about the scheme's investment strategy, fees, and other pertinent information.
4. Consult with a financial advisor: If you are unsure about any aspect of the non-UCITS retail scheme or if you need personalized investment advice, it's always a good idea to consult with a qualified financial advisor. They can help you make informed decisions based on your specific financial situation and investment objectives.
5. Complete the application form: Fill out the application form provided by the fund manager accurately and completely. Be sure to provide all the required information, including personal details, investment amount, and any additional instructions or preferences.
6. Submit the application: Once you have filled out the application form, submit it to the designated entity or intermediary responsible for processing non-UCITS retail scheme applications. This may be the fund manager directly or a financial institution designated to handle such applications.

Who needs a non-UCITS retail scheme?

1. Individual investors seeking diversification: Non-UCITS retail schemes can be attractive for individual investors who are looking to diversify their investment portfolio. These schemes often offer exposure to a wide range of asset classes and markets, which can help mitigate risk.
2. Experienced investors looking for alternative investment options: Non-UCITS retail schemes can provide experienced investors with alternative investment options beyond traditional mutual funds or UCITS funds. These schemes often target specific investment strategies or asset classes, allowing investors to potentially achieve higher returns or access niche markets.
3. Investors with a higher risk appetite: Non-UCITS retail schemes often come with higher risks compared to UCITS funds. Therefore, investors with a higher risk appetite who are willing to accept the potential ups and downs associated with these schemes may find them suitable for their investment objectives.

It is important to note that the suitability of a non-UCITS retail scheme may vary depending on an individual's specific financial situation, investment goals, and risk tolerance. It is advisable to seek professional advice before making any investment decisions.

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What is non-ucits retail scheme?

Non-UCITS Retail Schemes (NURS) are collective investment schemes that do not meet the requirements of the Undertakings for Collective Investment in Transferable Securities (UCITS) directive.

Who is required to file non-ucits retail scheme?

Asset managers or investment firms managing non-UCITS retail schemes are required to file them.

How to fill out non-ucits retail scheme?

Non-UCITS retail schemes can be filled out online through the designated regulatory platform or submitted in hard copy to the relevant authority.

What is the purpose of non-ucits retail scheme?

The purpose of non-UCITS retail schemes is to provide investors with an alternative investment option that may offer higher returns but also carries higher risks.

What information must be reported on non-ucits retail scheme?

Information such as the fund's investment strategy, risks, fees, performance, and regulatory compliance must be reported on non-UCITS retail schemes.