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UCLA Property Fund for Local Authorities High quality, well-diversified commercial and industrial property portfolio Actively managed to add value Freephone: 0800 022 3505 UCLA Investment Management

How to fill out ccla property fund

Steps to fill out the CCLA Property Fund:

1. Obtain the necessary forms: Contact CCLA or visit their website to obtain the forms required to fill out the CCLA Property Fund. These forms may include an application form, a declaration form, and a nominee form.
2. Provide personal information: Fill out the application form with your personal information such as your full name, address, contact details, and any other required identification information. Ensure that all information provided is accurate and up to date.
3. Read and understand the terms and conditions: Carefully review the terms and conditions associated with the CCLA Property Fund before proceeding. Ensure that you are comfortable with the fund's investment objectives, risks, and any fees or charges involved.
4. Determine your investment amount: Decide on the amount you wish to invest in the CCLA Property Fund. This might depend on your financial goals, risk tolerance, and investment strategy.
5. Complete the declaration form: Provide the necessary information on the declaration form, which may include confirming that you understand the risks involved and that you have sought appropriate financial advice if required.
6. Nominee details: If you wish to nominate someone to receive the benefits of the investment in case of your death, fill out the nominee form with the required details.
7. Review the completed forms: Review all the forms you have filled out to ensure accuracy and completeness. Double-check that you have provided all the required information and signed where necessary.
8. Submit your application: Once you are satisfied with the filled-out forms, submit them to CCLA as per their instructions. This may involve sending the forms via mail or electronically, depending on their preferred method.

Who needs the CCLA Property Fund?

1. Individual Investors: Individuals who are looking to diversify their investment portfolio and have an interest in property investments may find the CCLA Property Fund suitable. It can provide exposure to the property market without the need for direct property ownership.
2. Institutional Investors: Institutional investors such as pension funds, insurance companies, or other large financial organizations may consider the CCLA Property Fund as part of their investment strategy. It offers potential benefits like stable income and the potential for capital growth over the long term.
3. Financial Advisors: Financial advisors who have clients seeking exposure to the property market can recommend the CCLA Property Fund as a suitable option. They can evaluate their clients' investment goals, risk tolerance, and financial situation to determine if this fund aligns with their needs and objectives.

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