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STRUCTURED INVESTMENTS Recertification for Trusts Non-Financial Entity (Addendum C) Office Use Only Scan ref: CTC Internal ref: FATWA Type: AE Code i) Active NFF j) Passive NFF For the purposes of

How to fill out structured investments

How to fill out structured investments:

1. Start by understanding the concept of structured investments. It is a type of investment that combines multiple financial instruments, typically derivatives, to create a customized investment strategy.
2. Research and gather information about different structured investment options available in the market. This can include structured products, structured notes, or structured funds. Each option has its own features and risks, so it's important to assess which one aligns with your investment goals and risk tolerance.
3. Evaluate the underlying assets and risks associated with the structured investment. This involves analyzing the performance of the assets the investment is linked to, such as stocks, bonds, or commodities. Additionally, consider the creditworthiness of the issuer, as structured investments are often issued by financial institutions.
4. Consult with a financial advisor or investment professional who specializes in structured investments. They can provide guidance and help you understand the intricacies of this complex asset class.
5. Assess the potential returns and risks associated with the structured investment. Consider factors such as the investment's maturity date, the structure's complexity, and the potential for capital protection or enhanced returns. It is important to have a clear understanding of the investment's potential rewards and possible downsides.
6. Fill out the necessary paperwork to invest in the chosen structured investment. This typically involves completing application forms, providing personal and financial information, and signing relevant agreements.
7. Consider the tax implications of structured investments. Depending on your jurisdiction, structured investments may have different tax treatments. It is recommended to consult with a tax advisor to ensure compliance and determine any potential tax advantages or disadvantages.

Who needs structured investments:

1. Individuals seeking customization: Structured investments allow individuals to tailor their investment strategy according to their specific needs and risk appetite. This appeals to investors who want more control over their investment decisions and want to diversify their portfolio.
2. Sophisticated investors: Structured investments are often complex and require a certain level of financial knowledge to understand and analyze. Therefore, they are more suited for sophisticated investors who have experience in trading financial instruments and are comfortable with higher risk investments.
3. Investors looking for diversification: Structured investments can provide exposure to a wide range of underlying assets, which can help investors diversify their portfolio. By diversifying across various asset classes, investors can potentially reduce risk and enhance returns.
4. Those seeking capital protection or enhanced returns: Depending on the structure chosen, structured investments can offer downside protection or the potential for enhanced returns. This can be attractive to investors who want to preserve capital or optimize their investment performance.
5. Long-term investors: Structured investments often have a longer-term investment horizon due to their complex nature. Therefore, they are suitable for investors who have a longer time horizon and are willing to hold the investment until maturity.

It is always important to thoroughly research and assess structured investments before making any investment decisions. Consulting with financial professionals and understanding the risks involved is crucial for successful investing in this asset class.

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What is structured investments?

Structured investments are financial products that are created to meet specific risk and return objectives by combining one or more financial instruments.

Who is required to file structured investments?

Financial institutions and investors who engage in structured investments are required to file the necessary documentation.

How to fill out structured investments?

Structured investments can be filled out by providing detailed information about the investment products, risk profile, and expected returns.

What is the purpose of structured investments?

The purpose of structured investments is to offer investors tailored investment opportunities that match their risk tolerance and return expectations.

What information must be reported on structured investments?

Structured investments must include information on the underlying assets, payout structure, maturity date, and associated risks.