Get Application To Join Tellco Investment Foundation

Filling out the Application To Join Tellco Investment Foundation online can be a straightforward process if you follow the provided steps carefully. This guide will walk you through each section of the application to ensure you submit your information accurately and efficiently.

Follow the steps to complete your application successfully.

1. Click ‘Get Form’ button to access the application form in your preferred document editor.
2. Begin by entering the name of the pension fund in the designated field. This is a crucial section as it identifies the entity applying for membership.
3. Provide the name of the contact person who will act as the representative for this application. Ensure that the contact details are current.
4. Fill in the complete address, including street name, postcode, and place. This information is necessary for future correspondence.
5. Enter the telephone number, fax number, and email address. This contact information ensures you can be reached for any follow-up queries regarding your application.
6. Indicate safe custody preferences by confirming that the units will be held free of charge by Tellco Asset Management Ltd.
7. Complete the payment procedures section. When subscribing, specify the amount payable and ensure that it is transferred to the mentioned bank account by the due date.
8. For redemption, indicate the account into which Tellco Investment Foundation must transfer the amount payable on the due date. Be sure to include the banking details, specifically the account number or IBAN.
9. Select how often you wish to receive the custody account statement - quarterly or monthly.
10. Confirm that the undersigned pension fund is exempt from direct federal tax and direct cantonal tax in its domicile canton.
11. By signing the application, acknowledge your unconditional acceptance of the articles of foundation, regulations, and investment guidelines of the Tellco Investment Foundation.
12. Fill in the place and date, and ensure that the signature section is completed to validate the application.
13. Upon completing all sections, you can save your changes, download a copy for your records, or print the document for mailing.

Complete your documents online to expedite your application process and ensure you have everything in order.