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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 clearly identifying the fund order form you need to fill out. Check if there are any specific instructions or guidelines provided by the fund provider or financial institution.

02

Begin by entering your personal information accurately. This typically includes your full name, contact details, residential address, and email address.

03

Provide your account or client number, if applicable. Some fund order forms may require this information to ensure the funds are allocated correctly.

04

Select the type of fund or investment option you are interested in. This could include options such as equity funds, bond funds, money market funds, or other specialized funds.

05

Indicate the desired investment amount or the number of units you wish to purchase. Fund order forms usually allow you to specify the currency of your investment as well.

06

Consider the payment method options available. This can include online transfers, direct debits, or checks. Provide the necessary details accordingly.

07

Specify any additional instructions or preferences you may have regarding your investment. This could include choosing a specific asset allocation or selecting a dividend reinvestment option.

08

Review all the information you have entered on the form to ensure accuracy. Double-check your personal details, investment preferences, and payment information.

09

Sign and date the fund order form, certifying that the information provided is true and accurate to the best of your knowledge.

10

Submit the completed fund order form as instructed. This may involve mailing the form to the designated address or submitting it online through a secure portal.

Who needs a fund order form?

01

Individual investors who want to invest in mutual funds, exchange-traded funds (ETFs), or other fund products need a fund order form. They are required to complete this form to initiate the investment process.

02

Institutional investors, such as pension funds or corporations, may also need a fund order form to allocate funds into specific investment vehicles.

03

Financial advisors or wealth managers who handle client investments often use fund order forms to execute investment decisions on behalf of their clients. This helps ensure proper documentation and transparency in the investment process.

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What is fund order form?

Fund order form is a document used to request the purchase or redemption of fund shares.

Who is required to file fund order form?

Investors or shareholders who wish to buy or sell fund shares are required to file fund order form.

How to fill out fund order form?

Fill out the form with personal information, fund details, amount of shares to buy or sell, and sign the form before submitting it to the fund company.

What is the purpose of fund order form?

The purpose of fund order form is to facilitate the buying or selling of fund shares by investors or shareholders.

What information must be reported on fund order form?

The form usually requires personal information, fund details, amount of shares to buy or sell, and signature of the investor.

How do I make changes in fund order form?

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