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FUND ORDER FORM
Klein wort Benson Investors Institutional Fund PLC (the Company)
All dealing instructions in relation to the Shares in the Company must be received before the time’s)
specified in
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How to fill out fund order form
How to fill out a fund order form:
01
Start by carefully reading the instructions provided on the form. It is essential to understand the requirements and guidelines before proceeding.
02
Begin by providing your personal information accurately. This typically includes your full name, contact details, and any identification numbers required.
03
If applicable, indicate the type of fund you wish to invest in or redeem from. Specify the amount or number of shares you wish to purchase or sell.
04
Take note of the payment method accepted and fill in the necessary fields accordingly. This may involve providing bank details for a direct deposit or specifying the type of payment instrument you will use.
05
Verify the information provided thoroughly before submitting the form. Double-check that all details are correct, including account numbers, signatures, and any supporting documents required.
Who needs a fund order form?
01
Investors: Individuals or entities wanting to buy or sell mutual funds, stocks, or any other type of investment vehicle may require a fund order form. This form facilitates the process and provides the necessary instructions for executing the investment or redemption.
02
Financial Institutions: Banks, brokerage firms, and other financial institutions often utilize fund order forms. They use these forms to document and process investment transactions on behalf of their clients.
03
Fund Managers: Fund managers are responsible for managing investment portfolios. They may require investors to complete a fund order form to execute specific investment instructions or fulfill redemption requests.
It is essential to consult with the specific institution or fund manager you are dealing with to determine if a fund order form is necessary and to obtain the correct form for your needs.
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