lazard-asset-management-additional-application-form

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How do I fill this out?

Filling out this form involves providing your investment details and selecting the desired Lazard fund. Ensure that all required fields are accurately completed. Refer to the fund's Target Market Determination and provide appropriate information based on your investment objectives.

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How to fill out the Lazard Asset Management Additional Application Form?

  1. 1

    Enter your account name and account number.

  2. 2

    Select the investment option and answer relevant questions.

  3. 3

    Specify the fund(s) you want to invest in and the amount.

  4. 4

    Provide payment details and references.

  5. 5

    Sign and date the declaration section.

Who needs the Lazard Asset Management Additional Application Form?

  1. 1

    Existing investors in Lazard funds who wish to make additional investments.

  2. 2

    New investors seeking to invest in a Lazard fund for the first time.

  3. 3

    Financial advisors assisting clients in diversifying their investment portfolio.

  4. 4

    Individuals seeking to specify their investment objectives and fund preferences.

  5. 5

    Investors looking to update their investment details with Lazard.

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    Save and download the edited PDF.

What are the instructions for submitting this form?

To submit this form, ensure that all required fields are filled out accurately. You can send the completed form via email to: invest@lazard.com, fax it to: +61 2 9372 7015, or mail it to: Lazard Asset Management Pacific Co., Level 39, Gateway, 1 Macquarie Place, Sydney NSW 2000. Make sure to include all relevant payment details and references. We advise confirming submission via email or phone for timely processing.

What are the important dates for this form in 2024 and 2025?

Important dates for this form in 2024 and 2025 could include submission deadlines for investment allocations or financial year-end dates. Specific dates should be confirmed with Lazard Asset Management for accuracy.

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What is the purpose of this form?

The purpose of this form is to allow existing investors to make additional investments into Lazard funds. It gathers essential information regarding the investor's account, fund selection, and payment details. By completing this form, investors provide necessary details that help Lazard manage additional investments efficiently.

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Tell me about this form and its components and fields line-by-line.

This form contains several fields to be filled out by the investor.
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  • 1. Account Name: Enter the name of the account holder.
  • 2. Account Number: Enter the account number associated with your investment.
  • 3. Investment Option: Select the appropriate investment option and answer related questions.
  • 4. Fund Selection: Specify the fund(s) and the amount you wish to invest.
  • 5. Payment Details: Provide details about your payment method and reference.
  • 6. Investor Signature: Sign and date the declaration to authenticate your application.

What happens if I fail to submit this form?

If you fail to submit this form, your additional investment may not be processed.

  • Missed Investment Opportunities: Potential loss of investment opportunities in Lazard funds.
  • Incomplete Portfolio: Your investment portfolio may remain incomplete without the desired funds.

How do I know when to use this form?

Use this form when making additional investments into Lazard funds.
fields
  • 1. Additional Investment: To add more funds to your existing Lazard investments.
  • 2. Fund Selection: To select and specify new funds for investment.

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Lazard Asset Management Additional Application Form

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