Get Portfolio Select Series Mutual Fund Application ... - Ci Investments

Filling out the Portfolio Select Series Mutual Fund Application can be straightforward when approached step by step. This guide provides clear instructions for each section of the application, helping you to complete it efficiently.

Follow the steps to successfully complete your application.

1. Press the ‘Get Form’ button to access the application form and open it in the designated editor.
2. Begin with the 'Plan Information' section. Here, select the appropriate account type from the provided options, ensuring you check any necessary boxes based on your investment preferences.
3. In the 'Unitholder Information' section, fill in your personal details, including your first name, surname, and other required information. Indicate your preferred language and gender where applicable.
4. Next, complete the 'Beneficiary Information' section. This requires you to designate beneficiaries for your account. Provide their names and relationship to you, making sure to set the share percentage.
5. Proceed to the 'Dealer and Representative Information' section. Fill in dealer and representative details accurately, confirming their authorization to act on your behalf.
6. Move to the 'Investment Selection' section. Choose your desired funds and specify the investment amounts as well as any distribution preferences.
7. In the 'Pre-Authorized Chequing Plan (PAC)' section, indicate how you would like to set up automatic payments, including the start date and frequency of payments.
8. Complete the 'Banking Information / Plan Payment Details' section. Here you'll need to provide banking details or attach a voided cheque for direct deposits.
9. Review the 'Authorization' section. This part involves signing the application, confirming your understanding of the terms, and providing the date of signing.
10. Finally, save your changes, download a copy of the completed form, and print it if necessary. Ensure you share the completed application with relevant parties as required.

Start completing your application for the Portfolio Select Series Mutual Fund online now!