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Account Application Form Shareholder Inquiries: Telephone +353 1 434 5085 HardingLoevnerTADublin@ntrs.comLast Updated: 31 March 2023Harding Lover Funds plc (the Company) Please ensure that you have
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01
Obtain the form from the Harding Loevner LP website or request a copy from your financial advisor.
02
Fill in your personal information such as name, address, and social security number.
03
Disclose any relevant financial information requested on the form, such as income, assets, and liabilities.
04
Review the completed form for accuracy and completeness before submitting it to Harding Loevner LP.
05
Keep a copy of the disclosure form for your records.

Who needs harding loevner lp disclosure?

01
Investors or clients who have a financial relationship with Harding Loevner LP may need to fill out the disclosure form.
02
Any individual or entity looking to invest with or receive financial advice from Harding Loevner LP may also be required to complete the disclosure.
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Harding Loevner LP disclosure refers to the legal and regulatory requirements for financial disclosure and reporting by the investment management firm Harding Loevner LP, typically related to investments, fund operations, and fee structures.
Investment managers and associated entities under Harding Loevner LP are required to file disclosures, which may include registered investment advisers, fund managers, and other financial entities overseeing client assets.
To fill out Harding Loevner LP disclosure, individuals must obtain the appropriate forms, provide accurate information regarding their financial activities, assets under management, and fee disclosures, and ensure compliance with regulatory standards.
The purpose of Harding Loevner LP disclosure is to promote transparency, protect investors by providing crucial information on fund operations, fees, and performance, and ensure compliance with applicable financial regulations.
Information reported typically includes details on investment strategies, historical performance, management fees, operational risks, and any conflicts of interest that may affect investors.
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