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SUPPLEMENTARY INVESTOR INFORMATION DOCUMENT AND TERMS AND CONDITIONS INCLUDING FOR INVESTMENT THROUGH ISAs7IM INVESTMENT FUNDS 7IM Adventurous Fund 7IM Balanced Fund 7IM Cautious Fund 7IM Moderately

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How to fill out fund documentation and performanceall

01

Obtain the necessary fund documentation forms from the fund manager or financial institution.

02

Fill in your personal information including name, address, contact details, and identification number.

03

Provide details of the investment amount, frequency of contributions, and investment goals.

04

Sign and date the document to confirm your agreement with the terms and conditions outlined.

05

Review the performance reports provided by the fund manager to assess the returns on your investment.

Who needs fund documentation and performanceall?

01

Investors who are looking to participate in a fund or investment opportunity.

02

Financial advisors who need to monitor and report on the performance of their clients' investments.

03

Regulatory authorities who require fund documentation for compliance and oversight purposes.

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What is fund documentation and performanceall?

Fund documentation and performanceall refers to the detailed records and reports regarding a fund's performance, including financial statements, investment strategies, and historical returns.

Who is required to file fund documentation and performanceall?

Fund managers, financial institutions, and regulatory bodies are typically required to file fund documentation and performanceall.

How to fill out fund documentation and performanceall?

Fund documentation and performanceall can be filled out by compiling relevant data, financial reports, and performance metrics in a standardized format as required by regulations.

What is the purpose of fund documentation and performanceall?

The purpose of fund documentation and performanceall is to provide transparency and accountability to investors, regulators, and other stakeholders regarding the fund's performance and activities.

What information must be reported on fund documentation and performanceall?

Information that must be reported on fund documentation and performanceall includes financial statements, asset allocation, performance metrics, investment strategies, and any relevant disclosures.

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