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COMMON APPLICATION Formalization No.290(Please read the Key Information Memorandum, the Product Labels and instructions carefully and complete the relevant section legibly in black / dark-colored
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How to fill out this key information memorandum
How to fill out this key information memorandum
01
Identify the purpose of the key information memorandum
02
Gather all relevant data and information related to the purpose
03
Organize the information in a structured and easily understandable format
04
Include key details such as financial information, business overview, market analysis, and potential risks
05
Review and revise the key information memorandum for accuracy and completeness
Who needs this key information memorandum?
01
Investors looking to understand the key details of a business before making investment decisions
02
Business owners seeking to attract potential investors or partners
03
Financial institutions evaluating the creditworthiness of a company
04
Consultants or advisors assisting with mergers and acquisitions
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What is this key information memorandum?
The key information memorandum is a document that provides essential details about a particular investment product or fund.
Who is required to file this key information memorandum?
The financial institution or fund manager responsible for offering the investment product or fund is required to file the key information memorandum.
How to fill out this key information memorandum?
The key information memorandum should be filled out by providing accurate and updated information about the investment product or fund according to the regulatory requirements.
What is the purpose of this key information memorandum?
The purpose of the key information memorandum is to ensure that investors have access to important information about the investment product or fund before making an investment decision.
What information must be reported on this key information memorandum?
The key information memorandum must include details such as the investment objectives, risks involved, fees and charges, performance history, and other relevant information.
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