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This document is intended for institutional investors to open an account with Matthews Asia Funds. It includes sections for account registration details, type of investor, financial adviser/intermediary

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How to fill out Matthews Asia Funds Institutional Investor Account Opening Form

01

Obtain the Matthews Asia Funds Institutional Investor Account Opening Form from the official website or your financial advisor.

02

Fill out the 'Account Information' section with your institution's name, address, and contact details.

03

Complete the 'Investor Type' section by selecting the appropriate classification for your institution.

04

Provide the required 'Tax Identification Number' or equivalent for your institution.

05

Fill out the 'Investment Objectives' section, stating your institution's investment goals.

06

Review the 'Investment Restrictions' section and indicate any limitations your institution may have.

07

Complete the 'Authorized Signatory' section with details of individuals authorized to manage the account.

08

Sign the form in the 'Signature' section to validate your application.

09

Attach any required supporting documentation as specified in the form.

10

Submit the completed form to Matthews Asia Funds either electronically or by mail.

Who needs Matthews Asia Funds Institutional Investor Account Opening Form?

01

Institutional investors such as pension funds, endowments, foundations, and other large organizations looking to invest in Matthews Asia Funds.

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What is Matthews Asia Funds Institutional Investor Account Opening Form?

It is a form used by institutional investors to open an account with Matthews Asia Funds, which allows for investment in their various fund offerings.

Who is required to file Matthews Asia Funds Institutional Investor Account Opening Form?

Institutional investors such as pension funds, endowments, foundations, and other large investment entities are required to file this form.

How to fill out Matthews Asia Funds Institutional Investor Account Opening Form?

The form should be completed by providing accurate information about the institutional investor, including legal entity details, investment objectives, and account preferences as specified in the form.

What is the purpose of Matthews Asia Funds Institutional Investor Account Opening Form?

The purpose is to collect necessary information from institutional investors to establish an account and facilitate their investment activities within Matthews Asia Funds.

What information must be reported on Matthews Asia Funds Institutional Investor Account Opening Form?

The form typically requires information such as the institutional entity's name, address, tax identification number, authorized signatories, investment goals, and any regulatory compliance requirements.

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