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DocuSign Envelope ID: F73293177F3E4280842CD5668B4ED965ANTIPODES GLOBAL FUND UNITS Subfund of: PINNACLE CAV (An open ended Irish collective asset management vehicle which is constituted as an umbrella

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How to fill out key investor information document

01

Start by gathering all the necessary information such as personal details, investment goals, risk tolerance, and financial situation.

02

Fill out the provided form accurately and completely, making sure to double-check the information before submitting.

03

Be honest and transparent when providing your investor information to ensure compliance with regulations and to help the investment advisor make suitable recommendations.

04

Keep a copy of the completed document for your records and for future reference.

Who needs key investor information document?

01

Investors who are seeking advice and recommendations from an investment advisor or financial institution.

02

Regulatory authorities and compliance officers who oversee the investment activities of individuals and organizations.

03

Any individual or entity that is required by law to disclose their investment details for monitoring and reporting purposes.

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What is key investor information document?

The Key Investor Information Document (KIID) is a document that provides essential information about an investment fund to help investors understand the nature and risks of the fund before investing.

Who is required to file key investor information document?

Asset management companies and fund providers are required to file the Key Investor Information Document for each investment fund they offer to investors.

How to fill out key investor information document?

The KIID must be filled out by providing clear and concise information, including details about the fund's objectives, risk and reward profile, costs, and past performance, ensuring compliance with regulatory requirements.

What is the purpose of key investor information document?

The purpose of the KIID is to provide investors with standardized information in a clear format, enabling them to make informed decisions about their investments.

What information must be reported on key investor information document?

The KIID must report information such as the fund's investment objectives, risk factors, costs, historical performance, and any applicable benchmarks.

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