Get the free PENDER SELECT IDEAS FUND - PenderFund

GENDER SELECT IDEAS FUND SUBSCRIPTION AGREEMENT Please complete this form and return it to Gender by fax: 16045633199 For further information, please contact: PenderFund Capital Management Ltd. 1640

How to fill out pender select ideas fund

How to fill out Pender Select Ideas Fund:

1. Visit the Pender Funds website (www.penderfunds.com) and navigate to the Pender Select Ideas Fund page.
2. Read the fund's prospectus and familiarize yourself with the investment objectives, strategies, and risks associated with the fund.
3. Determine the amount you want to invest in the Pender Select Ideas Fund.
4. Contact a financial advisor or the Pender Funds team to discuss your investment goals and seek their guidance on how the fund fits into your overall investment strategy.
5. Complete the necessary documentation, which typically includes an application form and a Know Your Client (KYC) form.
6. Provide the required identification and proof of address documents as outlined in the application form.
7. Review and sign the necessary agreements and disclosures, such as the fund's subscription agreement and terms of service.
8. Decide on the payment method for your investment, whether it's a lump sum or periodic contributions.
9. Provide the requested information for the payment method, such as bank account details or a cheque.
10. Submit all the required paperwork and payment to Pender Funds as per their instructions.

Who needs Pender Select Ideas Fund:

1. Investors who seek long-term capital growth opportunities through a concentrated portfolio of high-conviction ideas.
2. Individuals who are comfortable with the risks associated with investing in a focused fund that may have higher volatility compared to more diversified options.
3. Those who value active portfolio management and want exposure to the stock ideas generated by the experienced investment team at Pender Funds.
4. Investors who have a medium to long-term investment horizon and can withstand potential short-term fluctuations in the fund's value.
5. Individuals looking to diversify their investment portfolios by adding an actively managed equity fund focused on North American small and mid-cap companies.
6. Investors who value transparency and want to be actively involved in the investment decision-making process.
7. Individuals who understand and are willing to accept the potential for loss of capital that comes with investing in equities.
8. Those who have done their due diligence on the fund, read the prospectus, and understand the fund's investment objectives and strategies.
9. Investors who prefer the convenience of professional fund management rather than selecting and managing individual stocks themselves.
10. Individuals who are looking for an investment vehicle that aligns with their long-term financial goals and risk tolerance.

For pdfFiller’s FAQs

What is pender select ideas fund?

Pender Select Ideas Fund is a mutual fund managed by PenderFund Capital Management Ltd. It focuses on investing in a concentrated portfolio of undervalued and underappreciated small to medium sized companies.

Who is required to file pender select ideas fund?

Investment companies or individuals who are invested in Pender Select Ideas Fund are required to file the necessary paperwork with the relevant regulatory authorities.

How to fill out pender select ideas fund?

To fill out Pender Select Ideas Fund paperwork, investors need to provide information about their investment in the fund, including the amount invested, account details, and any changes in investment holdings.

What is the purpose of pender select ideas fund?

The purpose of Pender Select Ideas Fund is to provide investors with exposure to small to medium sized companies with strong growth potential at an attractive valuation.

What information must be reported on pender select ideas fund?

Investors must report their investment amount, account details, changes in holdings, as well as any income or dividends received from Pender Select Ideas Fund.

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