Get Application Form (corporate Investor) Pfs Downing Active ...

This guide provides clear and support-focused instructions for completing the Application Form for Corporate Investors wishing to invest in the PFS Downing Active Management Fund online. By following these steps, you can ensure your application is filled out correctly and submitted without delay.

Follow the steps to complete the Application Form with ease.

1. Click ‘Get Form’ button to obtain the form and open it in the appropriate digital environment for editing.
2. Fill in the holder's details section with information such as the holder's name, account designation (if required), permanent address, post code, telephone number, and email address. Ensure all information is accurate and clearly written.
3. If there is a joint holder, fill in the corresponding details in the joint holder's section, including their name, permanent address, post code, telephone number, and email address.
4. For income distribution, specify your bank details if you would like income accrued on the shares to be credited directly to a bank account. Otherwise, check the box to indicate that income should be reinvested.
5. Indicate the amount you wish to invest in the PFS Downing Active Management Fund by specifying amounts for Class A and Class B shares as per your investment plan.
6. Sign and date the application form in the designated signature fields. Ensure that both you and any joint holder sign if applicable and print your names clearly.
7. If applicable, fill out the intermediary details section, including the firm's name, address, and contact information.
8. Attach all relevant documentation, including AML documentation and any required certificates, and ensure originals or certified copies are provided as required.
9. Once completed, review your entire application to ensure accuracy and completeness. Users can then save changes, download, print, or share the form for submission.

Complete your Application Form online today to expedite your investment process.