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This document provides detailed information about various mutual fund schemes offered by AIG Global Investment Group, including investment objectives, asset allocation, types of instruments, risk
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How to fill out Key Information Memorandum & Common Application Form

01
Start with the Key Information Memorandum (KIM):
02
Provide basic information about the investment opportunity, including the name and nature of the investment.
03
Clearly outline the investment objectives and strategy.
04
Include detailed descriptions of the associated risks.
05
Describe the costs and fees involved, ensuring transparency.
06
Present performance history or projections, if applicable.
07
Include legal and regulatory disclosures as necessary.
08
Move on to the Common Application Form (CAF):
09
Fill out personal information such as name, address, and contact details.
10
Provide financial background and current employment status.
11
State investment preferences and risk tolerance.
12
Review and sign the declaration for accuracy.

Who needs Key Information Memorandum & Common Application Form?

01
Investors looking to assess potential investment opportunities.
02
Financial advisors who guide clients in investment decisions.
03
Institutional investors evaluating new funds.
04
Regulatory bodies requiring information for compliance.
05
Companies seeking capital from outside investors.
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The Key Information Memorandum (KIM) is a document that provides essential details about a mutual fund scheme, including investment objectives, risks, and fees. The Common Application Form (CAF) is used by investors to apply for mutual fund schemes.
Investors who wish to invest in mutual fund schemes are required to fill out and submit the Common Application Form. The Key Information Memorandum is provided by mutual fund companies to inform potential investors.
To fill out the Common Application Form, investors need to provide their personal details such as name, address, investment amount, and choose the mutual fund scheme they wish to invest in. The Key Information Memorandum typically does not require filling out but should be read prior to investment.
The purpose of the Key Information Memorandum is to provide investors with critical information about a mutual fund scheme so they can make informed investment decisions. The Common Application Form serves as an official request from the investor to invest in a particular scheme.
The Key Information Memorandum must report details such as the scheme's investment objectives, risk factors, returns history, and fees. The Common Application Form requires investor information like personal identification, financial details, and consent for the investment.
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