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PAS Long Term Value Fund Common Application Form Investors must read the Key Information Memorandum, the instructions and Product Labeling on cover page before completing this Form. The Application

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How to fill out direct plan

1. Step 1: Start by gathering all the necessary information required for filling out the direct plan.
2. Step 2: Read and understand the instructions provided on the direct plan form.
3. Step 3: Begin filling out the form by providing your personal details such as name, address, contact information, etc.
4. Step 4: Proceed to the section where you need to specify the purpose or goal of the direct plan.
5. Step 5: Fill in the required financial information accurately, including income, expenses, assets, liabilities, etc.
6. Step 6: If applicable, provide any additional supporting documents or attachments as instructed.
7. Step 7: Double-check all the information you have entered to ensure accuracy and completeness.
8. Step 8: Sign and date the direct plan form once you have reviewed and verified all the details.
9. Step 9: Submit the filled-out direct plan form along with any supporting documents to the relevant authority as specified.
10. Step 10: Keep a copy of the completed direct plan form and supporting documents for your records.

Who needs direct plan?

1. Individuals who want to invest in a specific plan without involving intermediaries may opt for a direct plan.
2. Investors who are knowledgeable and confident in managing their own investments may prefer direct plans.
3. People who are looking for a cost-effective investment option as direct plans often have lower expense ratios.
4. Those who want to have full control and decision-making power over their investment portfolio may choose direct plans.
5. Investors who are willing to conduct their own research and stay updated with market trends may find direct plans suitable.

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What is direct plan?

Direct plan refers to a mutual fund plan where investors can directly purchase the fund units from the asset management company without involving any intermediary or distributor.

Who is required to file direct plan?

Individual investors who wish to invest in mutual funds without using a distributor or intermediary are required to file direct plan.

How to fill out direct plan?

To fill out a direct plan, investors need to directly approach the asset management company and follow their procedures for purchasing fund units.

What is the purpose of direct plan?

The purpose of direct plan is to provide investors with a cost-effective way to invest in mutual funds by eliminating the commission or distribution fees that intermediaries may charge.

What information must be reported on direct plan?

Investors need to provide their personal information, financial details, and investment amount when filling out a direct plan.