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This document serves as an application form for both institutional and private investors looking to invest in funds offered by SEB Fund Services S.A. It includes sections relevant to each type of
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How to fill out combined institutional and retail
How to fill out Combined Institutional and Retail Application Form
01
Begin by downloading the Combined Institutional and Retail Application Form from the official website.
02
Fill in the personal details section with accurate information such as name, address, and contact details.
03
Specify whether you are applying as an institutional or retail investor.
04
Provide any required identification documentation as requested in the form.
05
Indicate your investment preferences and the amount you wish to invest.
06
Review all the filled sections for accuracy and completeness.
07
Sign and date the form where indicated.
08
Submit the finished form via the instructed method, whether online or by mailing it to the relevant institution.
Who needs Combined Institutional and Retail Application Form?
01
Investors looking to invest through a financial institution.
02
Retail investors wanting to access certain financial products or services.
03
Institutions wanting to establish investment accounts or engage in other financial activities.
04
Individuals seeking to manage their investments alongside institutional options.
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What is Combined Institutional and Retail Application Form?
The Combined Institutional and Retail Application Form is a standardized document used by investors to apply for investment schemes, allowing both institutional and retail investors to register and invest in mutual funds or similar financial products.
Who is required to file Combined Institutional and Retail Application Form?
Both institutional investors (such as companies, trusts, and other organizations) and retail investors (individuals) are required to file the Combined Institutional and Retail Application Form when they intend to invest in eligible financial products.
How to fill out Combined Institutional and Retail Application Form?
To fill out the Combined Institutional and Retail Application Form, investors must provide their personal or organizational details, investment preferences, KYC (Know Your Customer) information, and any necessary declarations as specified in the form instructions.
What is the purpose of Combined Institutional and Retail Application Form?
The purpose of the Combined Institutional and Retail Application Form is to streamline the application process for investors, ensuring that all necessary information is collected in a single document to facilitate efficient processing and compliance.
What information must be reported on Combined Institutional and Retail Application Form?
The information that must be reported includes the investor's name, contact details, PAN (Permanent Account Number), investment amount, financial details, KYC information, and any relevant declarations regarding the source of funds and investment objectives.
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