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This document provides an overview of the Sun Life - AllianceBernstein Global Value Portfolio, an investment-linked fund offered in Hong Kong. It details the investment risks, performance history,
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How to fill out Sun Life - AllianceBernstein - Global Value Portfolio

01
Gather all necessary personal and financial information.
02
Access the Sun Life website or contact your financial advisor for the application form.
03
Complete the personal information section, including name, address, and contact details.
04
Provide financial information, including income, investments, and risk tolerance.
05
Select the investment type, specifically indicating the Sun Life - AllianceBernstein - Global Value Portfolio.
06
Review and confirm your investment goals and timelines.
07
Submit the completed application form, either online or via email to your financial advisor.
08
Monitor your investment regularly and make adjustments as needed based on performance.

Who needs Sun Life - AllianceBernstein - Global Value Portfolio?

01
Investors seeking global diversification in their portfolio.
02
Individuals looking for long-term capital growth through value investing.
03
Clients interested in professional management of their investments.
04
Those wanting to reduce risk through a diversified fund structure.
05
People who prefer a systematic investment strategy aligned with market trends.
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People Also Ask about

AllianceBernstein Investments, Inc. (ABI) is the distributor of the AB family of mutual funds. ABI is a member of FINRA and is an affiliate of AllianceBernstein L.P., the manager of the funds. AB mutual funds may be offered only to persons in the United States and by way of a prospectus.
Investment companies can be structured as either open-end or closed-end funds—although most investment companies are open-end funds, known more commonly as mutual funds. One of the key distinguishing features of a mutual fund is that investors can buy and sell shares at any time.
AllianceBernstein Investments, Inc. (ABI) is the distributor of the AB family of mutual funds. ABI is a member of FINRA and is an affiliate of AllianceBernstein L.P., the manager of the funds.
The EuropeanValue services are designed to meet investors' needs across the risk/reward spectrum. Our European services all empha- size stock selection driven by fundamental research, helped by quantitative tools to aid risk control and portfolio construction.
We're a global asset-management firm committed to delivering better investment outcomes for our clients. We attract people with the drive, ingenuity and diverse perspectives to spark innovative ideas.

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The Sun Life - AllianceBernstein - Global Value Portfolio is an investment fund that focuses on equity investments worldwide, aiming to achieve long-term growth by investing in companies with strong potential for value appreciation.
Investors who hold shares in the Sun Life - AllianceBernstein - Global Value Portfolio are required to file necessary documentation related to their investment, typically for tax purposes or regulatory compliance.
To fill out the necessary forms for the Sun Life - AllianceBernstein - Global Value Portfolio, you need to provide your personal information, details about your investment, and any relevant financial information as specified in the documentation.
The purpose of the Sun Life - AllianceBernstein - Global Value Portfolio is to provide investors with a diversified investment option that seeks to capitalize on undervalued global equities, ultimately aiming for capital growth.
Investors must report information including investment amounts, gains or losses, and any distributions received from the Sun Life - AllianceBernstein - Global Value Portfolio for accurate tax reporting and compliance.
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