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APPLICATION FORM MULTI SCHEME INVESTMENT FACILITYApplication No.(Please read the Key Information Memorandum, the Product Labels and instructions carefully and complete the relevant section legibly

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How to fill out multi scheme investment facility

01

Research different multi scheme investment facilities available in the market.

02

Determine your financial goals and risk tolerance.

03

Compare the features and benefits of each scheme to find the best fit for your investment portfolio.

04

Fill out the necessary documents and provide the required information, such as personal details, investment amount, and investment preferences.

05

Review and sign the agreement or contract outlining the terms and conditions of the multi scheme investment facility.

06

Monitor your investments regularly and make any necessary adjustments to stay on track with your financial goals.

Who needs multi scheme investment facility?

01

Individuals looking to diversify their investment portfolio across different schemes and asset classes.

02

Investors seeking potentially higher returns through a mix of investments with varying risk levels.

03

Those who prefer a more hands-off approach to managing their investments by letting professionals handle the portfolio allocation.

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What is multi scheme investment facility?

Multi scheme investment facility is a facility that allows investors to invest in multiple schemes through a single platform.

Who is required to file multi scheme investment facility?

Investors who wish to diversify their investments across different schemes are required to file multi scheme investment facility.

How to fill out multi scheme investment facility?

To fill out multi scheme investment facility, investors need to provide their personal information, investment amounts, and scheme preferences.

What is the purpose of multi scheme investment facility?

The purpose of multi scheme investment facility is to provide investors with a convenient way to manage and track their investments across multiple schemes.

What information must be reported on multi scheme investment facility?

Investors must report details of their investments, including scheme names, investment amounts, and any changes made to their portfolios.

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