Get Asset Allocation Form

Filling out the Asset Allocation Form online is a crucial step for users managing their investments. This guide provides comprehensive assistance, ensuring that users can complete the form accurately and confidently.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by indicating your request type by selecting the appropriate tick box. You can choose between freezing or unfreezing an account or ISIN based on your needs.
3. Next, fill in the account number associated with your securities in the designated field. Ensure that you provide accurate details to avoid any processing issues.
4. Specify the execution date in the format of dd-mm-yyyy. This is crucial as it indicates when the action will take effect.
5. If applicable, indicate the quantity of securities you wish to freeze or unfreeze by filling in the provided boxes. Remember, the quantity should be entered starting from the first left box.
6. If you are submitting multiple requests, be sure to fill out a separate form for freeze and unfreeze actions.
7. Lastly, provide the signatures of all holders as specified in the form. Confirm that all information is accurate before submission.
8. Once completed, save your changes, download, print, or share the form as needed.

Ensure your assets are well managed by completing your forms online today.