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LEG MASON FAMILY OF FUNDSApplication for Investment This application must be used to invest in Leg Mason Funds and must be completed in its entirety. This application cannot be used to open an IRA,
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How to fill out legg mason family of

01
To fill out Legg Mason Family of forms, follow these steps:
02
Start by gathering all the required information and documents, such as your personal details, financial information, and investment goals.
03
Visit the Legg Mason website or contact their customer service to obtain the necessary forms.
04
Carefully read the instructions provided with each form to ensure you understand the requirements and how to properly fill them out.
05
Begin filling out the forms accurately and legibly, using black ink or as specified in the instructions.
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Provide all required information, including your name, address, Social Security number, and any other relevant details.
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Pay close attention to sections related to investment choices or options you wish to select.
08
Double-check your entries for any errors or omissions before submitting the forms.
09
If required, attach any supporting documents, such as proof of identification or financial statements.
10
Sign and date the forms where necessary.
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Make copies of all the completed forms and supporting documents for your records.
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Submit the forms and any applicable fees to the designated Legg Mason office or address.
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Wait for confirmation or acknowledgment from Legg Mason regarding the receipt and processing of your forms.

Who needs legg mason family of?

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Legg Mason Family of products is suitable for individuals or investors who:
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- Are looking to invest in a variety of mutual funds or other investment products offered by Legg Mason.
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- Have specific investment goals and prefer professional management of their investments.
04
- Want access to a diverse range of investment options across various asset classes.
05
- Are willing to potentially assume risk associated with investment in the financial markets.
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- Seek long-term capital growth, income generation, or both through investment strategies.
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- Value the expertise and experience of Legg Mason in managing investments.
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- Are comfortable with the fees and costs associated with investment products.
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- Understand and accept the terms and conditions outlined by Legg Mason.
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Legg Mason Family is a group of related investment funds managed by Legg Mason, Inc.
Investment managers and administrators of the Legg Mason Family are required to file the necessary documentation.
You can fill out the Legg Mason Family documentation by following the instructions provided by Legg Mason, Inc.
The purpose of the Legg Mason Family documentation is to report information about the investment funds managed by Legg Mason, Inc.
Information such as fund performance, assets under management, and any changes in fund structure must be reported on the Legg Mason Family documentation.
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