Get Aig Proposal Form Corporateguard Investment Management

This guide provides a clear and supportive overview for completing the AIG Proposal Form CorporateGuard Investment Management. Each step is designed to help users fill out the form accurately and efficiently, ensuring all necessary information is accurately represented.

Follow the steps to successfully complete the AIG Proposal Form CorporateGuard Investment Management.

1. Click the ‘Get Form’ button to access the AIG Proposal Form CorporateGuard Investment Management online.
2. Begin by filling in the proposer details section. Provide the name of the proposer, principal mailing address, city, postcode, and country of registration. Specify the limit of liability requested in the designated space.
3. Indicate who regulates the proposer by selecting the appropriate regulatory body. Be prepared to provide details of any existing insurance policies, including insurer names, limits, retention amounts, and premiums.
4. Answer the questions regarding coverage requirements for various insurance covers. Indicate if the funds are covered under any existing policy and specify the required cover types.
5. If interested in specific insurance covers, provide additional documents as attachments, such as the latest annual report and engagement letters.
6. Fill in the section regarding the percentage split of fees and Funds Under Management (FUM) based on the investment strategies being used, ensuring that separate sections are completed for current and previous years.
7. Thoroughly review the compliance questions relating to procedural safeguards, investment manager practices, and internal controls, marking 'Yes' or 'No' as applicable.
8. Complete the claims information section by disclosing any regulatory investigations or claims that may affect the proposer or associated funds.
9. Finalize the proposal by reviewing all information entered for accuracy, and sign the declaration to confirm the truthfulness of the responses.
10. Once the form is completed, you can save your changes, download a copy for your records, print the form, or share it electronically.

Start filling out your AIG Proposal Form CorporateGuard Investment Management online today.