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Forts Mutual Funded INFORMATION MEMORANDUMFORTIS FIXED TERM FUND SERIES 16 B (A 18-month Close ended Income Scheme with no assured returns)Offer of Units Rs. 10 each for cash during the New Fund Offer
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01
Gather all necessary documents such as identification proof, address proof, and income proof.
02
Contact a representative or advisor from Fortis to discuss the fixed term plan options
03
Select the desired term length and premium amount that fits your financial goals
04
Fill out the application form accurately with all required information
05
Review the terms and conditions of the fixed term plan before submitting the application
06
Submit the filled out application form along with the necessary documents to the Fortis office

Who needs fortis fixed term plan?

01
Individuals looking for a secure investment with guaranteed returns
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Individuals who want to plan for their future financial goals
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People who want to ensure financial stability for their dependents in case of unexpected events
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The Fortis Fixed Term Plan is a financial product designed to provide a guaranteed return over a specified period, allowing individuals or organizations to invest with confidence in a stable environment.
Individuals or organizations that participate in the Fortis Fixed Term Plan or manage investments under this scheme are required to file the plan.
To fill out the Fortis Fixed Term Plan, individuals must provide personal information, investment details, and any required financial statements on the official application form.
The purpose of the Fortis Fixed Term Plan is to offer a structured investment opportunity that ensures capital protection and predictable returns over a predetermined duration.
The information that must be reported includes investor details, planned investment amount, duration of the plan, projected returns, and any associated risks.
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