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McKinley Capital Management Funds PLC an umbrella fund with segregated liability between subfunds Guild House, Guild St, IFSC, Dublin 1, Ireland Redemption Form McKinley CAPITAL DIVIDEND GROWTH FUND

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How to fill out redemption form - mckinleycapitalmanagement

Point by point guide on how to fill out redemption form - mckinleycapitalmanagement:

01

Step 1: Obtain the form

1.1

Visit the McKinley Capital Management website or their office to download or request a redemption form.

1.2

Ensure you have a printer or the option to fill out an electronic version of the form.

02

Step 2: Read the instructions

2.1

Carefully go through the instructions provided with the redemption form.

2.2

Understand the requirements, deadlines, and any specific details mentioned.

03

Step 3: Gather necessary information

3.1

Collect all the required information before beginning to fill out the redemption form.

3.2

This may include personal details such as your name, address, contact information, and account number.

04

Step 4: Fill out personal details

4.1

Start by filling out your personal information accurately and legibly in the designated fields.

4.2

Double-check the spellings and correctness of the provided details to avoid any errors.

05

Step 5: Input redemption details

5.1

Enter the specific details related to the redemption process.

5.2

This may include the amount you wish to redeem, the fund name or symbol, and any other necessary information.

06

Step 6: Follow additional instructions

6.1

If there are any additional instructions or questions on the form, ensure you answer them accordingly.

6.2

This could involve specifying the desired redemption method or providing supporting documents.

07

Step 7: Review the form

7.1

Take a moment to review all the information you have entered on the redemption form.

7.2

Ensure there are no mistakes or missing details that could hinder the processing of your request.

08

Step 8: Sign and date the form

8.1

Once you are satisfied with the accuracy of the form, sign and date it in the designated areas.

8.2

Your signature confirms that you agree and authorize the redemption request.

09

Step 9: Submit the form

9.1

Follow the instructions provided on how to submit the redemption form.

9.2

This could involve mailing the physically signed form or submitting it electronically through a secure portal.

Who needs redemption form - mckinleycapitalmanagement?

01

Investors who hold investments with McKinley Capital Management and wish to redeem or sell their investment holdings may need to fill out a redemption form.

02

These forms assist McKinley Capital Management in processing redemption requests accurately and efficiently.

03

It is primarily required by individuals who want to liquidate or withdraw their investments from McKinley Capital Management's portfolios.

04

Whether you are an institutional investor or an individual investor, if you decide to discontinue your investment with McKinley Capital Management, filling out the redemption form is necessary.

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