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Rathbones Asset ManagementRATHBONES SINGLE STRATEGY FUNDS ISA/NISA APPLICATION FORM AND TRANSFER FORM (TAX YEAR 2024/2025, ICLASS UNITS ONLY)Type of investment (please indicate which you are making):

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How to fill out naefx class a shares

01

Obtain a prospectus for the NAEFX Class A shares from the company or financial institution offering the shares.

02

Review the prospectus to understand the investment objectives, risks, fees, and other important information about the fund.

03

Complete the necessary application forms provided in the prospectus.

04

Provide all required personal and financial information, including your name, address, social security number, and investment amount.

05

Choose your investment amount and payment method (e.g., check, wire transfer).

06

Sign and date the application forms as required.

07

Submit the completed application forms and payment to the designated address or office.

08

Wait for confirmation of your purchase and receipt of your NAEFX Class A shares.

Who needs naefx class a shares?

01

Investors who are looking for a diversified investment in large-cap US equities may consider investing in NAEFX Class A shares.

02

Individuals who are comfortable with the risk profile of the fund and have a long-term investment horizon may find NAEFX Class A shares suitable for their investment goals.

03

Those who prefer actively managed funds with the potential for long-term capital appreciation may also be interested in NAEFX Class A shares.

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What is naefx class a shares?

NAEFX Class A shares are a type of mutual fund share class typically offered to individual investors with a front-end sales charge.

Who is required to file naefx class a shares?

Individual investors who purchase NAEFX Class A shares are required to file the relevant paperwork for their investment.

How to fill out naefx class a shares?

To fill out NAEFX Class A shares, investors need to provide information such as personal details, investment amount, and other relevant data as per the fund's requirements.

What is the purpose of naefx class a shares?

The purpose of NAEFX Class A shares is to provide individual investors with an opportunity to invest in a mutual fund with a front-end sales charge structure.

What information must be reported on naefx class a shares?

Information such as investor details, investment amount, sales charge structure, and any relevant fees must be reported on NAEFX Class A shares.

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