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SVM Asset Management Limited PO Box 372 Darlington T: 0345 603 3618 F: 0870 275 0021 E: RGI@bnymellon.comRGI FUNDS ICVC APPLICATION FORM FOR RETAIL INVESTORS1RGI Funds ICVC Application Form To be
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Obtain the RGI Funds ICVC Share application form from the official website or your financial advisor.
02
Carefully read the instructions provided with the form to ensure understanding of the requirements.
03
Fill in your personal details accurately in the designated fields, including your name, address, and contact information.
04
Indicate the amount you wish to invest in RGI Funds ICVC Shares.
05
Provide your bank details for direct debit or payment information if applicable.
06
Review the completed form for any errors or omissions.
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Submit the application form by following the submission guidelines outlined in the instructions, which may include mailing it to a specified address or submitting it online.

Who needs rgi funds icvc share?

01
Individuals looking to invest in collective investment schemes.
02
People seeking to diversify their investment portfolio with RGI Funds.
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Institutional investors looking to manage capital through RGI Funds ICVC Shares.
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Financial advisors representing clients who are interested in RGI Funds offerings.
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RGI Funds ICVC Share refers to shares issued by an open-ended investment company (ICVC) that is part of the RGI Funds investment group. These shares represent an investment in the collective portfolio managed by the fund.
Shareholders of RGI Funds ICVC are required to file the relevant documentation, which may include individuals and entities that hold shares in the fund.
To fill out RGI Funds ICVC Share forms, individuals must provide personal information, details about their shareholdings, and any required financial information as requested on the form.
The purpose of RGI Funds ICVC Share is to enable investors to pool resources for collective investment opportunities while diversifying risk and gaining professional management.
Information such as the shareholder's name, address, number of shares held, and any transactions involving these shares must be reported.
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