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317319 16015 Rm.16015, 16/F., Kai Take Commercial Building 317319 DES Vogue Road Central, Hong Kong Tel: (852)25452185 Fax: (852)28152477 To : Prime Securities LimitedDate : Investor Settlement Instruction
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How to fill out investor settlement instruction isi

01
To fill out investor settlement instruction (ISI), follow these steps:
02
Start by downloading and opening the ISI form from the official website of the investment firm or financial institution.
03
Fill in your personal information, including your full name, address, contact details, and investor identification number.
04
Provide your bank account details, including the bank name, branch address, account number, and account holder's name.
05
Specify the investment product or security for which the settlement instruction is being filled out.
06
Indicate the settlement amount or quantity of the investment product.
07
Choose the settlement date or specify any specific instructions regarding the settlement timeline.
08
Review all the filled information for accuracy and completeness.
09
Sign and date the investor settlement instruction form.
10
Submit the completed form to the appropriate department or contact person of the investment firm or financial institution.
11
Retain a copy of the filled ISI form for your records.

Who needs investor settlement instruction isi?

01
Investor settlement instruction ISI is typically needed by investors who wish to provide specific instructions for the settlement of their investments. It is often required by investment firms or financial institutions to ensure accurate and timely processing of transactions, such as buying or selling securities, transferring funds, or receiving dividend payments. Investors who want to communicate their preferences or requirements regarding settlement dates, settlement amounts, or other related instructions may need to fill out an investor settlement instruction ISI.
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Investor settlement instruction (ISI) is a document used in the financial services industry that provides instructions for the settlement of a securities transaction, detailing how and where the transaction should be settled.
Typically, investors, broker-dealers, and financial institutions involved in the trading and settlement of securities are required to file investor settlement instruction (ISI).
To fill out an investor settlement instruction (ISI), one needs to provide details such as the trade date, settlement date, security details, counterparty information, and specific instructions for the settlement process.
The purpose of investor settlement instruction (ISI) is to ensure that securities transactions are settled accurately and efficiently, specifying the details needed for the transfer of securities between parties.
Investor settlement instruction (ISI) must report information including the trade information, details of the securities involved, transaction amounts, counterparty details, and any specific settlement instructions.
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