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Letter of Instruction (Individuals) (One Letter of Instruction can be used for transacting in schemes of a single Mutual Fund House only) Distributor code: HSBC Date: ___ The Manager, The Hong Kong
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01
Start by addressing the letter to the appropriate recipient or organization.
02
Clearly state the purpose of the letter and include any relevant account or identification numbers.
03
Outline the specific instructions or actions that need to be taken by the recipient.
04
Be concise and to the point, providing any necessary details or supporting documentation.
05
Sign the letter and include contact information in case of any follow-up questions or clarifications.

Who needs letter of instruction non-individuals?

01
Non-individual entities such as corporations, partnerships, or other organizations may need a letter of instruction to provide clear guidance on specific actions or transactions.
02
Financial institutions or service providers may also require a letter of instruction from non-individual entities to ensure compliance with regulations and proper handling of account activities.
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The letter of instruction non-individuals is a document that provides directions or guidance from a company or organization to its financial institution regarding specific transactions or dealings.
Companies, organizations, or entities that have financial accounts or transactions that require specific instructions to be followed by their financial institution.
The letter of instruction non-individuals can be filled out by including the company or organization's name, contact information, specific instructions or details of the transaction, and any other relevant information for the financial institution to follow.
The purpose of the letter of instruction non-individuals is to ensure that the financial institution carries out specific transactions or instructions accurately and in compliance with the company or organization's requirements.
The letter of instruction non-individuals should include details of the transaction, specific instructions, any deadlines or timeframes, and any other information necessary for the financial institution to carry out the instruction.
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