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NEW CAPITAL UNITS FUND PLC Account Opening and Application Form Please complete this form and return to c/o HSBC Securities Services (Ireland) Limited, 1 Grand Canal Square, Grand Canal Harbor, Dublin
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How to fill out a new capital UCITS fund:

01
Gather all necessary documentation: Start by collecting all the required documentation for the new capital UCITS fund. This may include the prospectus, key investor information documents, application forms, identification documents, and any relevant contracts or agreements.
02
Provide accurate and complete information: Ensure that all the information you provide while filling out the new capital UCITS fund is accurate and complete. This includes details about the fund manager, investment objectives, fund strategy, fund size, and any other relevant information.
03
Fill out the application forms: Carefully fill out the application forms provided by the fund administrator or management company. Pay attention to all the fields and provide the required information, including personal details, investment amount, and any specific instructions or preferences.
04
Review and sign the documents: Before submitting the application, thoroughly review all the filled-out forms and accompanying documents. Ensure that there are no errors or omissions. Once you are satisfied, sign the documents as required, following any specific instructions provided.
05
Provide necessary identification documents: Attach copies of any identification documents required, such as passports or driver's licenses. Make sure these copies are clear and legible to facilitate the verification process.
06
Follow any additional instructions: Read through any additional instructions provided by the fund administrator or management company. These may include specific submission procedures, payment instructions, or any other requirements that need to be followed.

Who needs a new capital UCITS fund?

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Institutional investors: Institutional investors such as pension funds, insurance companies, and sovereign wealth funds may need a new capital UCITS fund to diversify their investment portfolio, gain exposure to different asset classes, or achieve specific investment objectives.
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Retail investors: Retail investors who are seeking regulated investment products and want a professionally managed fund with a diverse portfolio can opt for a new capital UCITS fund. It provides them access to a wide range of investment opportunities while benefiting from the fund's regulatory framework and investor protections.
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Asset managers: Asset managers who want to launch a collective investment vehicle compliant with UCITS regulations may need a new capital UCITS fund. This allows them to attract a broader base of investors and enhance their credibility in the market.
In summary, anyone looking for a regulated investment product with diverse investment opportunities, professional management, and the benefits of UCITS regulations may need a new capital UCITS fund. This includes institutional investors, retail investors, and asset managers.
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New Capital UCITS Fund is a collective investment scheme formed under the UCITS directive with the purpose of investing in a diversified portfolio of securities.
The management company or the entity responsible for managing the UCITS fund is required to file the new capital UCITS fund.
The new capital UCITS fund must be filled out with accurate and up-to-date information regarding the fund's assets, liabilities, and performance.
The purpose of the new capital UCITS fund is to provide investors with a regulated and liquid investment vehicle that offers diversification and risk management.
Information such as the fund's investment strategy, risk profile, performance, and fees must be reported on the new capital UCITS fund.
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