Get Download Hdfc-ergo Mutual-fund-asset-protection Proposal-form Download Hdfc-ergo
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How to fill out the Download Hdfc-ergo Mutual-Fund-Asset-Protection Proposal-form online
This guide provides detailed step-by-step instructions on how to complete the Download Hdfc-ergo Mutual-Fund-Asset-Protection Proposal-form online. Following these instructions will help ensure that your proposal is filled out accurately and completely, facilitating a smooth application process.
Follow the steps to successfully complete your proposal form.
- Click the 'Get Form' button to obtain the proposal form and open it in the specified editor.
- Start with the general information section. Provide the name of the applicant and their address. Indicate whether the applicant is licensed by any regulatory authority, and if so, list them.
- Fill in the year the applicant commenced operations for both the investment manager and trustee.
- Specify the coverage requested by choosing options for the insured mutual fund, trustee, and investment manager, as well as directors' and officers' liability.
- Enter the limit of liability required for the policy period. Ensure the amount is clear and the figures are accurate.
- Complete the attached schedule of proposed named insureds, listing all mutual funds, trustees, and investment managers requiring coverage.
- Provide required supporting documents such as the latest audited annual reports, the trust deed, investment management agreement, and organizational chart.
- Designate an officer position whose incumbent will act as the agent for receiving notices concerning the insurance.
- Answer additional inquiries regarding mergers, acquisitions, and any past or pending lawsuits related to the applicant or mutual funds.
- Review the entire form to ensure all questions are answered completely and accurately. Look for any required signatures, dates, and titles.
- Once completed, save your changes, and download or print the form for submission.
Begin your document submission process by completing the Download Hdfc-ergo Mutual-Fund-Asset-Protection Proposal-form online today.
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