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This document provides essential information to prospective investors about the mutual fund schemes, investment objectives, risk factors, and application procedures.
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How to fill out Key Information Memorandum & Common Application Form

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Gather necessary information about the project or investment.
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Begin with a cover page that includes the title and basic details.
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Provide an executive summary outlining the key points.
04
Detail the project background and objectives in a clear and concise manner.
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Outline the market analysis including target audience and competition.
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Include financial projections alongside historical financial performance.
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List the management team and their qualifications.
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Provide legal and regulatory information where applicable.
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Append supporting documents, images, and charts to enhance understanding.
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Who needs Key Information Memorandum & Common Application Form?

01
Investors seeking detailed information about a project or investment opportunity.
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Funding institutions evaluating loan applications.
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Entrepreneurs presenting their business plans to potential investors.
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Financial analysts conducting due diligence.
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Advisors and consultants who assist businesses in securing funding.
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The Key Information Memorandum (KIM) is a document that provides essential information about a financial product, such as mutual funds, to investors. The Common Application Form (CAF) is a standard form used to apply for the investment in such products.
Investors intending to invest in financial products such as mutual funds are required to review and acknowledge the Key Information Memorandum and complete the Common Application Form.
To fill out the Key Information Memorandum, individuals should read the document carefully to understand the investment's features, risks, and fees. The Common Application Form should be completed with accurate personal and financial information, signed, and submitted to the relevant fund house.
The purpose of the Key Information Memorandum is to provide transparency and vital information about the investment product, while the Common Application Form is used to formally apply for investments and systematically collect investor details.
The Key Information Memorandum must report information such as investment objectives, risk factors, costs, and historical performance. The Common Application Form requires personal identification details, investment amount, choice of scheme, and payment information.
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