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MULTI MANAGER COMBO PLANApplication No. APPLICATION FORM FOR LUMP SUM / SYSTEMATIC INVESTMENTS Investor must read Key Scheme Features and Instructions before completing this form. All sections to
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How to fill out multi manager combo plan

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Step 1: Start by gathering all the necessary information for the multi manager combo plan, including the names and contact details of the managers you want to include, the allocation percentages for each manager, and any specific investment guidelines or restrictions.
02
Step 2: Once you have the information, open the multi manager combo plan form or template provided by your investment platform or advisor.
03
Step 3: Fill in the required fields, such as the names and contact details of the managers, the desired allocation percentages, and any specific investment guidelines.
04
Step 4: Double-check all the information you have entered to ensure accuracy.
05
Step 5: Submit the filled out multi manager combo plan form to your investment platform or advisor for review and processing.
06
Step 6: Wait for approval and confirmation of the multi manager combo plan from your investment platform or advisor.
07
Step 7: Monitor the performance of the managers included in the combo plan and make adjustments as necessary to achieve your investment objectives.

Who needs multi manager combo plan?

01
Investors who want to diversify their investment portfolios by including multiple investment managers may benefit from a multi manager combo plan.
02
Individuals or institutions who prefer a combined approach to asset management, leveraging the expertise of different investment managers, may find a multi manager combo plan useful.
03
Those seeking to customize their investment strategy by allocating specific percentages to different managers within a single plan can benefit from a multi manager combo plan.
04
Investors who are interested in efficiently managing multiple investment accounts or strategies under one comprehensive plan may find a multi manager combo plan advantageous.
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A multi manager combo plan is a financial investment strategy that involves pooling together multiple managers to oversee different aspects of a portfolio.
Investment firms or companies using a multi manager combo plan are required to file it.
The multi manager combo plan can be filled out by providing details of each manager's responsibilities and investment strategies.
The purpose of a multi manager combo plan is to diversify risk and optimize investment returns by leveraging the expertise of multiple fund managers.
Information such as the names of the managers, their investment strategies, and the allocation of funds must be reported on a multi manager combo plan.
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