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How do I fill this out?
Start by reading the instructions provided in the Application Form. Ensure that all sections are filled accurately before signing the Subscription Agreement. Once completed, submit the form to the address specified in the instructions.
How to fill out the RAW Mortgage Fund Application Form?
1
Complete all sections of the Application Form.
2
Sign the Subscription Agreement in Section 4.
3
Send funds to the Fund's client account as per Appendix A.
4
Send the completed Application Form and due diligence to Vistra.
5
Ensure all documents are received by midday Guernsey time.
Who needs the RAW Mortgage Fund Application Form?
1
Individual investors looking to invest in a mortgage fund.
2
Financial advisors assisting clients with investment applications.
3
Institutional investors seeking exposure to the mortgage market.
4
Wealth management firms facilitating investment options for clients.
5
Compliance officers verifying investor details and documentation.
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1
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2
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What are the instructions for submitting this form?
To submit this form, kindly send the completed application along with due diligence documentation via email to fund.dealing.gg@vistra.com or fax to +44 1481 712167. Physical submissions can be mailed to Vistra (Guernsey) Limited, 11 New Street, St. Peter Port, Guernsey, GY1 3EG, while ensuring the submission deadline is adhered to. For any inquiries, reach out to RAW Capital Partners at info@rawcapitalpartners.com.
What are the important dates for this form in 2024 and 2025?
Important dates for the RAW Mortgage Fund will be announced in the updated Scheme Particulars. Check back regularly for the latest information regarding deal dates.
What is the purpose of this form?
The purpose of this application form is to formalize the process for private investors to acquire shares in the RAW Mortgage Fund. It ensures that all necessary information is collected according to regulatory requirements. This form is crucial in facilitating investment opportunities while maintaining compliance with applicable laws.
Tell me about this form and its components and fields line-by-line.
- 1. Subscription Amount: Specifies the total amount the investor wishes to subscribe.
- 2. Details of Applicant: Collects personal and financial details of the investor.
- 3. FATCA and CRS Self-Certification: Required information to comply with tax regulations.
- 4. Subscription Agreement: Legal agreement affirming the investor's intentions.
- 5. Remittance Details: Information on how to remit funds to the client account.
- 6. Client Due Diligence: Documents required to verify the identity and legality of the investor.
- 7. Politically Exposed Persons: Identification of any politically exposed individuals in the application.
What happens if I fail to submit this form?
Failing to submit the application form on time may result in your inability to purchase shares in the RAW Mortgage Fund. It is imperative to adhere to submission deadlines to guarantee your investment opportunity.
- Missed Investment Opportunities: Late submissions can lead to missed chances for participating in the fund.
- Regulatory Compliance Issues: Not completing the form might violate compliance and regulatory requirements.
- Processing Delays: Incomplete applications could result in additional processing time.
How do I know when to use this form?
- 1. Initial Investment: For first-time investors wishing to enter the fund.
- 2. Additional Shares: Used when an investor wants to increase their current investment.
- 3. Compliance Verification: Ensure proper documentation when updating personal details.
Frequently Asked Question
How do I fill out the RAW Mortgage Fund application?
Complete the form with your personal details, ensuring all required sections are filled out.
Can I edit the PDF before submitting?
Yes, you can easily edit the PDF using PrintFriendly's editing tools.
Is there a deadline for submitting the application?
Ensure your application is submitted by midday Guernsey time at least one Business Day before the Dealing Day.
What should I do if I have questions about the form?
Contact RAW Capital Partners or Vistra for assistance with any queries regarding the application.
How do I sign the PDF after filling it out?
Use PrintFriendly’s signature feature to add your signature before downloading.
Can I share my completed form?
Yes, PrintFriendly allows you to share your completed application directly.
What is the purpose of this application form?
This form is used to apply for shares in the RAW Mortgage Fund.
How can I ensure my application is received on time?
Submit all documents to the specific address by the deadline indicated.
Are there any fees associated with the application?
Refer to the Scheme Particulars for details on fees related to the application process.
Who should I contact for technical support on PrintFriendly?
For technical support, please reach out to PrintFriendly’s customer service.
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