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Compliance department Ground Floor Travers House Boundary Terraces 1 Mariendahl Lane Newlands Tel Fax Website 0860 468 777 0860 INV PPS www. Repurchases will take place at the Net Asset Value NAV price calculated in accordance with the requirements of the Collective Investments Schemes Control Act and the relevant deed of the selected Investment Option. If the units to be repurchased are subject to a cession written consent from the cession holder is necessary for the transaction. Repurchase...
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Step 1: Start by accessing the personalized investment name form.
02
Step 2: Provide your personal information such as your full name, address, and contact details.
03
Step 3: Select the type of investment you are interested in, such as stocks, bonds, or mutual funds.
04
Step 4: Specify the amount you wish to invest and the duration of the investment.
05
Step 5: Choose a unique and meaningful name for your investment.
06
Step 6: Review all the information you have provided and make sure it is accurate.
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Step 7: Sign and submit the personalized investment name form.
08
Step 8: Wait for confirmation from the investment company regarding the acceptance of your personalized investment name.

Who needs personalised investment name?

01
Individuals who want to personalize their investment experience.
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Investors who want to have a unique name for their investment portfolio.
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People looking to differentiate their investment from others.
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Those interested in making their investment more personal and meaningful.
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Individuals who want to stand out and have a personalized touch in their financial planning.
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Personalised investment name is a unique name given to an investment portfolio or account by the investor.
Investors who have personalized investment accounts are required to file personalized investment names.
Personalised investment names can be filled out by providing a unique name for the investment account when setting it up.
The purpose of personalised investment name is to differentiate one investment account from another and make it easier for the investor to keep track of their investments.
The only information required on a personalized investment name is the unique name chosen by the investor.
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