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The Rathbone Luxembourg Funds SICAV application form Please complete the application form in full using BLOCK capitals and black ink, and sign it at the places indicated. Please return the completed

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How to fill out institutional investor application form

01

Obtain the institutional investor application form from the respective financial institution or organization.

02

Carefully read through all the instructions provided on the form.

03

Fill in all the required information accurately, including the name of the institution, contact details, type of institution, assets under management, and any additional requested details.

04

Ensure all supporting documents, such as proof of registration, financial statements, and identification of authorized signatories, are attached as per the requirements.

05

Review the completed form and documents for accuracy and completeness before submitting it to the designated recipient.

Who needs institutional investor application form?

01

Financial institutions

02

Investment firms

03

Pension funds

04

Endowments

05

Insurance companies

06

Hedge funds

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What is institutional investor application form?

The institutional investor application form is a document that institutional investors need to fill out in order to provide information about their organization and investment activities.

Who is required to file institutional investor application form?

Institutional investors, such as pension funds, endowments, and insurance companies, are required to file the institutional investor application form.

How to fill out institutional investor application form?

To fill out the institutional investor application form, institutions need to provide information about their investment strategy, assets under management, and organizational structure as requested in the form.

What is the purpose of institutional investor application form?

The purpose of the institutional investor application form is to collect important information about institutional investors in order to regulate and monitor their activities.

What information must be reported on institutional investor application form?

Institutional investors must report information such as their investment strategy, assets under management, ownership structure, and key personnel on the institutional investor application form.

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