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SCHEME INFORMATION DOCUMENT BIR LA SUN LIFE CAPITAL PROTECTION ORIENTED FUND SERIES 19 AND SERIES 20 (A Close ended Capital Protection Oriented Scheme) NAME OF SCHEME THIS PRODUCT IS SUITABLE FOR
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How to fill out scheme information document
How to fill out scheme information document:
01
Start by gathering all relevant information about the scheme, such as its name, purpose, and key components.
02
Carefully read the instructions and guidelines provided with the document to ensure you understand the requirements.
03
Begin filling out the document by entering the scheme's basic details, such as its identification number and date.
04
Provide a clear and concise description of the scheme, including its objectives, target audience, and expected outcomes.
05
Specify the eligibility criteria for participants or beneficiaries of the scheme.
06
Outline the procedure for applying to the scheme, including any necessary forms or supporting documents.
07
Include information about any specific deadlines or timeframes associated with the scheme.
08
If applicable, provide details on the evaluation or assessment process for the scheme.
09
Clearly state any obligations or responsibilities that participants or beneficiaries must adhere to.
10
Review the completed scheme information document for accuracy and completeness before submitting it.
Who needs scheme information document:
01
Organizations or agencies implementing the scheme may require the scheme information document to ensure consistency and coherence in its implementation.
02
Participants or potential beneficiaries of the scheme will need access to the information document to understand the eligibility criteria, application process, and expected outcomes.
03
Funding bodies or government authorities may request the scheme information document to assess the viability and effectiveness of the scheme.
Note: The specific individuals or entities who need the scheme information document may vary depending on the nature and purpose of the scheme.
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What is scheme information document?
The scheme information document is a legal document that contains all the relevant information about a particular investment scheme.
Who is required to file scheme information document?
Mutual fund companies and other investment firms are required to file scheme information documents with regulatory authorities.
How to fill out scheme information document?
The scheme information document is typically filled out by the fund manager or compliance officer of the investment firm following the guidelines set by regulatory authorities.
What is the purpose of scheme information document?
The purpose of the scheme information document is to provide investors with all the necessary information about a particular investment scheme so they can make informed decisions.
What information must be reported on scheme information document?
The scheme information document must include details about the investment objectives, risks, fees, performance, and other relevant information about the scheme.
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