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12 18 18034 CMB International Securities Ltd Rm. 18034, 18×F, Bank of America Tower, 12 Harcourt Road, Hong Kong Tel.: (852× 37618888 / Fax: (852× 37618788 Investment Product Explanation Memorandum
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How to fill out investment product explanation memorandum

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How to fill out an investment product explanation memorandum:

01
Start by gathering all relevant information about the investment product, including its name, purpose, and target audience.
02
Begin the memorandum by providing a clear and concise introduction that outlines the purpose of the document and explains the importance of understanding the investment product.
03
Include a section that describes the key features and benefits of the investment product. This should highlight what sets it apart from other similar products in the market.
04
Next, provide a detailed explanation of the investment product's risk factors. This should include any potential drawbacks or challenges that investors may face.
05
Include a section that outlines the fees and expenses associated with the investment product. This should provide transparency to investors and help them make informed decisions.
06
Ensure that all legal and regulatory requirements are met when filling out the memorandum. This includes disclosing any conflicts of interest or other relevant disclosures.
07
Finally, conclude the memorandum with a summary that reinforces the importance of careful consideration before investing in the product and provides contact information for further inquiries.

Who needs an investment product explanation memorandum:

01
Financial advisors: Investment product explanation memorandums are essential for financial advisors who need to understand the intricacies of different investment products before recommending them to their clients.
02
Potential investors: Individuals who are considering investing in a particular product can benefit from an investment product explanation memorandum. It provides them with all the necessary information to make informed investment decisions.
03
Regulatory bodies: Government agencies and regulatory bodies may require investment product explanation memorandums to ensure compliance with relevant laws and regulations.
04
Internal stakeholders: Companies or organizations designing or offering investment products may use these memorandums to communicate with their internal teams, ensuring a consistent understanding of the product and its features.
05
Legal professionals: Lawyers and legal professionals may require investment product explanation memorandums to review and verify compliance with relevant legal requirements.
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Investment product explanation memorandum is a document that provides detailed information about an investment product, including its features, risks, and terms.
Any entity offering an investment product to the public is required to file an investment product explanation memorandum.
To fill out an investment product explanation memorandum, you need to provide comprehensive information about the investment product as requested in the template provided by the regulatory authority.
The purpose of investment product explanation memorandum is to ensure that investors have access to all relevant information about an investment product before making a decision to invest.
Information such as investment objectives, risks, fees, past performance, and legal structure of the investment product must be reported on the investment product explanation memorandum.
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