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CHINA INVESTMENT SECURITIES INTERNATIONAL BROKERAGE LIMITED Investment Products Settlement Instruction Account Name : CHAN MAN Account No. 12345678 (Please the appropriate box) : Type of Transfer
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How to fill out investment products settlement instruction

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How to fill out investment products settlement instruction:

01
Start by gathering all the necessary information: You will need details about the investment product you are settling, such as the name of the product, the account number, and the transaction type.
02
Fill out the personal information section: Provide your full name, contact information, and any other required personal details.
03
Specify the settlement details: Indicate whether you want the settlement to be made in cash or through a specific account. If you choose an account, include the account number and the financial institution's name.
04
Enter the transaction details: Provide the date of the transaction, the transaction type, and the amount involved. Be specific and accurate in providing this information.
05
Include any additional instructions or preferences: If you have any specific requests regarding the settlement, such as instructions on taxes or fees, include them in this section.
06
Review and sign: Double-check all the information you have provided to ensure its accuracy. Once you are satisfied, sign the settlement instruction form to confirm your agreement with the terms and conditions.

Who needs investment products settlement instruction:

01
Individuals investing in various financial products: If you are investing in stocks, bonds, mutual funds, or any other investment product, you may need to fill out a settlement instruction form.
02
Financial institutions and investment firms: These institutions often require settlement instructions from investors to process transactions accurately and efficiently.
03
Investment advisors and brokers: Professionals providing investment advice or executing trades on behalf of clients will need settlement instructions to ensure accurate settlement of the investment products.
In summary, anyone who is engaging in investment activities, including individual investors, financial institutions, investment firms, and advisors, may need investment products settlement instructions. The instructions provide essential details for processing transactions and ensuring smooth settlement of investment products.
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Investment products settlement instruction is a set of guidelines and procedures for the settlement of investment transactions.
Investment firms and financial institutions are required to file investment products settlement instruction.
Investment products settlement instruction can be filled out electronically or manually, following the specified format and guidelines.
The purpose of investment products settlement instruction is to ensure smooth and timely settlement of investment transactions.
Information such as transaction details, parties involved, settlement date, and account information must be reported on investment products settlement instruction.
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