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MAKER MUTUAL FUNDS ANNUAL INFORMATION FORM Offering Series A and Series O Units of: MAKER CANADIAN MONEY MARKET FUND MAKER CANADIAN BOND FUND MAKER GLOBAL BOND FUND MAKER BALANCED FUND MAKER TAX EFFECTIVE

How to fill out mawer global bond fund

How to fill out Mawer Global Bond Fund:

1. Start by gathering all the necessary documents and information. This may include your identification documents, social security number, contact information, and banking details.
2. Visit the Mawer Funds' official website or contact their customer service for the Mawer Global Bond Fund application form. You can typically find the application form under the "Investor Resources" or "Forms" section on the website.
3. Read the instructions carefully and fill out the application form accurately. Provide all the required information such as your name, address, employment details, and investment amount. If you have any questions or are unsure about certain sections, it is advisable to reach out to the Mawer Funds' customer service for clarification.
4. Determine your investment strategy and objectives. Consider your risk tolerance, investment goals, and time horizon. The Mawer Global Bond Fund is designed to provide investors with exposure to a diversified portfolio of bonds globally, with the goal of generating income and preserving capital.
5. Decide on the investment method. Mawer Global Bond Fund offers different investment options, such as lump sum investment or regular investment plan. Depending on your preferences and financial circumstances, choose the option that suits you best.
6. Assess the associated fees and charges. Familiarize yourself with the management fees, transaction fees, and any other applicable charges. It is important to understand the cost structure and how it may impact your investment returns.
7. Review and sign the completed application form. Double-check all the entered information for accuracy and completeness. Ensure that you have provided all the necessary supporting documents, such as a copy of your identification.
8. Submit the application form and any required documents to the Mawer Funds as instructed. This can typically be done through mail, email, or fax. Ensure that you keep a copy of the application form and any supporting documents for your records.

Who needs Mawer Global Bond Fund?

1. Investors seeking diversification: The Mawer Global Bond Fund provides exposure to a diversified portfolio of bonds globally. By investing in various bond markets and issuers across different countries, the fund aims to reduce concentration risk and enhance diversification for investors.
2. Investors looking for income generation: The fund aims to generate income by investing in a diverse range of global fixed-income securities. This makes it suitable for investors seeking regular cash flow or looking to supplement their existing income sources.
3. Investors prioritizing capital preservation: The Mawer Global Bond Fund's objective is to preserve capital while generating income. It aims to achieve this by investing in high-quality fixed-income securities and actively managing the portfolio to mitigate potential risks.

Remember, it is always advisable to consult with a financial advisor or investment professional to assess your specific financial situation and determine whether Mawer Global Bond Fund is suitable for your investment goals and risk tolerance.

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What is mawer global bond fund?

Mawer Global Bond Fund is an investment fund that aims to provide income and capital growth by investing in fixed income securities from around the world.

Who is required to file mawer global bond fund?

Investors who hold units of Mawer Global Bond Fund are required to report their holdings in their investment portfolios.

How to fill out mawer global bond fund?

To fill out Mawer Global Bond Fund, investors need to provide information about their holdings, including the number of units owned and the purchase price.

What is the purpose of mawer global bond fund?

The purpose of Mawer Global Bond Fund is to generate income and capital appreciation through investments in a diversified portfolio of global fixed income securities.

What information must be reported on mawer global bond fund?

Investors must report their holdings of Mawer Global Bond Fund, including the number of units owned, purchase price, and any income or capital gains received.