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This document serves as a key information memorandum and application form for investors to apply for units in the Mirae Asset Short Term Bond Fund, which is an open-ended debt scheme.

How to fill out key information memorandum and

How to fill out Key Information Memorandum and Application Form

1. Begin with the Key Information Memorandum (KIM) and review any provided guidelines.
2. Fill out the applicant's details including name, contact information, and address.
3. Provide a clear description of the project or investment.
4. Include financial projections, outlining expected costs and revenue.
5. Disclose all potential risks associated with the investment.
6. Review the Application Form for any specific requirements related to the intended investment.
7. Complete the Application Form with accurate information as requested.
8. Attach any required documentation, such as financial statements or endorsements.
9. Double-check the entire submission for accuracy and completeness.
10. Submit the KIM and Application Form through the required channel.

Who needs Key Information Memorandum and Application Form?

1. Investors looking for detailed information about potential investment opportunities.
2. Companies seeking funding or partnerships needing to provide information to potential stakeholders.
3. Financial advisers and brokers who assist clients in making informed investment decisions.
4. Regulatory bodies that require comprehensive information for compliance purposes.

People Also Ask about

What is a key information memorandum?

KIM stands for Key Information Memorandum, is a document that provides essential information about a mutual fund scheme to potential investors. It serves as a comprehensive guide that helps investors understand the nature, objectives, risks, and costs associated with investing in a particular mutual fund.

How do you write an information memorandum?

An IM should include a detailed description of the business and all relevant financial information. In particular, it should contain: An overview of the business (including a description of the business model), its history and key milestones. Details of the products and services provided.

What are the 4 P's of mutual funds?

Investing is a life long journey requiring you commit your hard earned money and placing your trust on a capable partner. This is where the 4 Ps – Processes, Policies, People and Philosophy can guide you to make effective decisions when it comes to mutual fund investments.

What is required in an information memorandum?

Contents of a Confidential Information Memorandum Executive Summary. Investment Thesis. Overview of the Market. Overview of the Target Company. Products and Services. Revenue Profile. Employee Profile. Customer Profile.

What is an informational memorandum?

An information memorandum, on the other hand, is a document created by a company to provide potential investors with information about the company and its investment opportunity. It is typically used in private placements or private fundraising. For this reason, it's sometimes called a private placement memorandum.

What does an information memorandum contain?

An information memorandum will usually contain: A description of the target's business and its history. Its principal assets. Up-to-date and historical financial information.

What is the structure of an information memorandum?

An IM should include a detailed description of the business and all relevant financial information. In particular, it should contain: An overview of the business (including a description of the business model), its history and key milestones. Details of the products and services provided.

What is the information memorandum document?

An information memorandum, on the other hand, is a document created by a company to provide potential investors with information about the company and its investment opportunity. It is typically used in private placements or private fundraising. For this reason, it's sometimes called a private placement memorandum.

For pdfFiller’s FAQs

What is Key Information Memorandum and Application Form?

The Key Information Memorandum (KIM) is a document that provides essential details about a financial product, including investment objectives, risks, and costs. The Application Form is the document used to apply for the financial product outlined in the KIM.

Who is required to file Key Information Memorandum and Application Form?

Financial institutions and funds offering investment products are required to file the Key Information Memorandum and Application Form for potential investors.

How to fill out Key Information Memorandum and Application Form?

To fill out the Key Information Memorandum and Application Form, individuals should read the KIM carefully, provide accurate personal details, specify investment amounts, and sign the application as required.

What is the purpose of Key Information Memorandum and Application Form?

The purpose of the Key Information Memorandum is to inform investors about the specifics of the investment product so they can make informed decisions, while the Application Form is used to initiate the investment process.

What information must be reported on Key Information Memorandum and Application Form?

The Key Information Memorandum must report details on investment objectives, associated risks, fees, performance history, and regulatory details, while the Application Form requires personal information of the investor, investment choice, and declaration of understanding the terms.