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How do I fill this out?
To fill out this application form, please ensure that all sections are completed accurately. Begin by indicating your type of investment, followed by providing your personal details in block capitals. Make sure you read the Key Investor Information Document and Supplementary Information Document before submission.
How to fill out the Rathbones Asset Management I-Class Funds Application?
1
Read the Key Investor Information Document and Supplementary Information Document.
2
Fill in your personal details in block capitals.
3
Indicate your investment type and provide relevant details.
4
Complete the tax self-certification section.
5
Sign the declaration and submit the form.
Who needs the Rathbones Asset Management I-Class Funds Application?
1
Individual investors looking to invest in Rathbones funds.
2
Persons wishing to top-up their existing holdings in Rathbones funds.
3
Investors wanting to switch between different funds or share types.
4
Trustees or guardians managing funds on behalf of minors.
5
Those who require a formal investment application for record-keeping.
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What are the instructions for submitting this form?
To submit this application form, please complete all sections carefully and ensure accuracy in the provided information. You may email the completed form to ram@rathbones.com or fax it to 020 7399 0399. Alternatively, you can send the form via post to Rathbones Asset Management Limited, 8 Finsbury Circus, London EC2M 7AZ. It is advised to keep a copy of your submission for your records.
What are the important dates for this form in 2024 and 2025?
Key dates for submission include ongoing availability, with no specific deadlines imposed for this form in 2024 and 2025, making it flexible for investor needs.
What is the purpose of this form?
The purpose of this form is to facilitate individual investments into Rathbones' I-Class units and shares. This form allows investors to make new applications, top-up existing investments, or switch between fund types easily. Completing this form ensures that all relevant investor data and preferences are submitted for processing.
Tell me about this form and its components and fields line-by-line.
- 1. Applicant Details: This section requires the applicant’s personal information including name, address, and contact details.
- 2. Investment Type: Indicate whether the application is for a new investment, a top-up, or a switch.
- 3. Tax Information: Collects details about the applicant’s tax residency and identification numbers.
- 4. Beneficial Owner Information: If applicable, details of any beneficial owners must be supplied.
- 5. Signature and Declaration: Acknowledgment by the applicant to confirm accuracy and consent to data processing.
What happens if I fail to submit this form?
If the form is not submitted correctly, it may result in delays or rejection of your application. Missing or incorrect information can lead to complications in processing your investment.
- Incomplete Information: Your application may not be processed if required details are missing.
- Incorrect Documentation: Providing the wrong documents can cause processing errors, potentially delaying your investment.
- Signature Issues: Failure to provide a valid signature may lead to a rejection of the form.
How do I know when to use this form?
- 1. New Investment: For individuals who wish to make an initial investment in the I-Class units.
- 2. Top-Up Existing Investment: Utilized by current investors wanting to increase their holdings.
- 3. Fund Switching: For investors looking to change from one fund type to another within the range.
Frequently Asked Question
How do I fill out the application form?
Start by gathering all necessary personal information and reading the accompanying documents. Fill out each section carefully, ensuring all details are accurate.
Can I edit the PDF before submitting?
Yes, you can use PrintFriendly to edit your PDF. Feel free to make any necessary changes before final submission.
What types of investments can I apply for?
You can apply for new investments, top-ups to existing funds, or switches between different fund types.
Is there a minimum investment required?
Yes, the minimum investment for I-Class units is £1,000, while the minimum for top-ups is £500.
Do I need to provide tax residency information?
Yes, tax regulations require you to provide information about your tax residency and relevant information.
How do I submit the form once completed?
Once completed, submit your application via email, fax, or post to the address provided in the instruction section.
What if I need assistance while filling out the form?
If you have questions, you can contact Rathbones' customer support for guidance.
Can I get a copy of the documents I submit?
Yes, make sure to save a copy of your completed application for your records.
What happens if my application is rejected?
If your application is rejected, you will be notified along with the reason for rejection and potential next steps.
Can I submit this form on behalf of someone else?
Yes, you can submit the form on behalf of another individual, but you must provide their information accurately.
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