Get Application Form Pack

Filling out the Application Form Pack online is a systematic process that allows users to invest in Aberdeen Funds efficiently. This guide will take you through each step necessary to complete the application forms accurately and effectively.

Follow the steps to fill out your Application Form Pack online.

1. Click the ‘Get Form’ button to obtain the form and open it in the specified editor.
2. In the first section, input your personal details, ensuring to provide your full names, addresses, and contact information. Make sure to use block capitals throughout the form.
3. Fill in the relevant information about your tax residency in section 1. Include all countries you are tax-resident in, along with the appropriate tax reference numbers where applicable.
4. Proceed to specify your investment details in section 3. Indicate the type of fund you are investing in, including whether you require Class R or Class I units, as well as whether you prefer accumulation or income units.
5. Complete section 4 if you are investing in Income units by providing your bank or building society details for income payouts.
6. In section 5, affirm the ownership statement confirming you are the rightful investor and provide details if investing on behalf of another individual.
7. Read and sign the declaration in section 6, confirming that you agree to the terms and the information provided is accurate.
8. Finally, save your changes, download the completed application, and print or share it as needed.

Start filling out your Application Form Pack online today.