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Estrada Financial SICAV p.l.c. Level 1, Blue Harbor Business Center, Ta Bier Yacht Marina, Ta Bier, PBX 1027, Malta www.astradafinancial.comPEP Declaration Form (For Entities)Please tick as applicable

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How to fill out qualifying investor declaration form

01

Start by downloading the qualifying investor declaration form from the official website of the relevant regulatory authority.

02

Read the instructions carefully to understand the eligibility criteria and required information.

03

Gather all the necessary documents and information, including identification documents, proof of income, and financial statements.

04

Fill out the personal details section of the form, providing accurate information about your name, address, and contact details.

05

Provide supporting documents to evidence your qualification as an investor, such as proof of assets or previous investment experience.

06

Complete the declaration section, confirming that the information provided is true and accurate to the best of your knowledge.

07

Double-check all the filled-in information and ensure all supporting documents are properly attached.

08

Sign and date the form, indicating your consent to the terms and conditions stated.

09

Submit the filled-out form and supporting documents to the designated authority either online or in person, as specified.

10

Keep a copy of the submitted form for your records.

Who needs qualifying investor declaration form?

01

Qualifying investor declaration forms are required by individuals or entities who wish to be recognized as qualified investors by regulatory authorities.

02

This form is typically necessary for those seeking to engage in certain types of investments or gain access to specific financial products that are limited to qualified investors.

03

The specific criteria for needing a qualifying investor declaration form may vary depending on the jurisdiction and the regulatory authority's requirements.

04

It is advisable to consult with a financial advisor or the relevant regulatory authority to determine if you need to fill out a qualifying investor declaration form.

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What is qualifying investor declaration form?

The qualifying investor declaration form is a document that must be filed by investors who meet certain criteria to qualify for certain investment opportunities.

Who is required to file qualifying investor declaration form?

Investors who meet certain criteria and wish to participate in specific investment opportunities are required to file the qualifying investor declaration form.

How to fill out qualifying investor declaration form?

The qualifying investor declaration form can be filled out by providing the necessary information requested on the form, such as personal and financial details.

What is the purpose of qualifying investor declaration form?

The purpose of the qualifying investor declaration form is to verify that the investor meets the eligibility criteria for specific investment opportunities.

What information must be reported on qualifying investor declaration form?

The qualifying investor declaration form may require information such as income, net worth, investment experience, and other relevant financial details.

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