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This document provides key investor information about various funds managed by Marlborough Fund Managers Ltd, including objectives, investment policies, risk profiles, and charges. Additionally, it
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How to fill out key investor information and
How to fill out Key Investor Information and Application Forms
01
Obtain the Key Investor Information Document (KIID) and the Application Form from the relevant financial institution or website.
02
Read the KIID thoroughly to understand the investment product, including its objectives, risks, and past performance.
03
Fill out personal information on the Application Form, including name, address, date of birth, and contact details.
04
Specify the investment amount and currency in the Application Form.
05
Complete any additional sections related to tax residency or investment preferences, if applicable.
06
Sign and date the Application Form to confirm that you have received and understood the KIID.
07
Submit the completed Application Form along with any required identification documents as instructed.
Who needs Key Investor Information and Application Forms?
01
Individual investors seeking to make an investment in a financial product.
02
Financial advisors who assist clients in understanding investment products.
03
Institutional investors making informed investment decisions.
04
Regulatory authorities ensuring compliance with investor protection mandates.
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People Also Ask about
What is a key investor document?
The Key Investor Information Document (KIID) is a document that provides key information about investment funds, in order to help a potential investor compare different investment funds and assess which fund meets their specific needs.
What is a key information document for investment funds?
Key Investor Information Documents (KIIDs) provide a summary of the key information relating to individual funds, including the risks. They have a standard format so it's easier for you to compare different funds and they are updated regularly.
What is the key investment information sheet?
The KIIS is a document that contains all the essential information you need to make an informed decision when investing in a project: loan conditions, details of the promoter and the project to be financed, the entity's financial figures and ratios, loan guarantees, etc.
What is the difference between prospectus and KIID?
A KIID is the older version of a KID. It was designed to replace a fund's simplified prospectus, so that non-expert investors could get the information they need in a short, standardised format. KIIDs are two pages long and made up of six sections, covering: Fund, share class and management company details.
What is the difference between Kid and Kiid documents?
A KIID is the older version of a KID. It was designed to replace a fund's simplified prospectus, so that non-expert investors could get the information they need in a short, standardised format. KIIDs are two pages long and made up of six sections, covering: Fund, share class and management company details.
What is a key investor information document?
The KIID is a two-page 'fact-sheet' style document which includes the critical information about a fund. The document aims to help investors understand the nature and key risks of the fund in order to make a more informed investment decision. On 1 July 2012, the KIID replaced the Simplified Prospectus.
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What is Key Investor Information and Application Forms?
Key Investor Information and Application Forms (KIIs) are documents designed to provide essential details about investment products and to facilitate the application process for investors.
Who is required to file Key Investor Information and Application Forms?
Financial institutions, fund managers, and investment firms that offer investment products to the public are typically required to file Key Investor Information and Application Forms.
How to fill out Key Investor Information and Application Forms?
To fill out KII and Application Forms, investors need to provide personal information, select the investment options, and disclose any relevant financial details as required by the form instructions.
What is the purpose of Key Investor Information and Application Forms?
The purpose of KII Forms is to inform investors about the investment products' risks, costs, and performance while the Application Forms facilitate the subscription process for these investments.
What information must be reported on Key Investor Information and Application Forms?
Key information to be reported includes details on the investment objectives, fees, risks, performance history, the process for buying and redeeming units, and the investor's identification and financial profile.
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