capital international product application form – paf2
DESCRIPTION
Product Application Form – PAF2 for the Fusion Managed Portfolio ServiceTRANSCRIPT
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Product Application Form Fusion Managed Portfolio
PAF2
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Please ensure all fields are completed to avoid delays in processing © Capital International Limited 2011 Page 2
3 Investment Details
Investment Amount
Reporting Currency Sterling / US Dollars / Euros
Portfolios may choose to have distributions and income Paid out or Retained for investment
Strategy Decision (delete as appropriate)
Income Alpha Plus
Second Applicant
First Applicant
1 Account Name
Account Name
Please complete this section indicating how you wish to have the account registered/recorded for future reference
2 Applicant Details
Surname Forename(s)
Trust Name
Company Name
Title
Surname Forename(s) Title
5 Source of Wealth
Business Profits
Life Savings
Please indicate the underlying source of your wealth, e.g. if your wealth is derived from salary/bonus please give an indication of your annualised salary
I/We confirm that the source of my/our wealth represented by the funds to be held in this account derive from:
Salary/Bonus
Business Share/Sale
House/Property Sale
Pension Settlement
Inheritance
Other
Description Details Amount / Value
The funds to be invested with Capital International Limited are to originate from: (please state bank or building society name and address)
Source of Funds
4 Source of Funds
Account Reference (for internal use only)
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6 Declaration & Signature You must sign and date the form below
Unless you were introduced by an Intermediary, Capital International Limited may use your personal information to tell you of other products
and services, as well as others from within the Capital International Group of Companies, which they believe may be of interest to you.
If you do not wish for your personal information to be used in this way, please put an X in this box.
Please ensure all fields are completed to avoid delays in processing © Capital International Limited 2011 Page 3
Signatures of ALL Applicants
(YOU MUST SIGN HERE - Please ensure all relevant sections are completed as per the instructions on this form)
PLEASE SIGN HERE
M M 2 0 Y Y D
Date
D Print Name
First Signature
PLEASE SIGN HERE
M M 2 0 Y Y D
Date
D Print Name
Second Signature
Delete as appropriate - Signing Together / Signing Alone _______________________________ Please indicate who Signing Authority (Joint Accounts)
I/We understand that the information I/we provide on this application form, and any additional information supplied, will be processed in accordance with
Capital International Limited’s data protection statement contained in the Terms of Business referred to below. By signing below, I/we confirm that I/we
have received the relevant documentation and advice relating to this investment, and Terms which I/we accept. I/We declare that:
I/We am/are 18 years of age or over.
I/We agree that the information contained within this application form is true and accurate.
I/We have received, read and understood the Capital International Limited Fusion Managed Portfolio Service Brochure V1.01-08.10.
I/We have received, read, understood and agree to be bound by the Capital International Limited Fusion Managed Portfolio
Service Terms of Business V1.01-08.10 as set out in the accompanying documents.
If you have not received all of the aforementioned documentation relating to the Capital International Limited Fusion Managed Portfolio
Service, or do not fully understand the product offering then please contact your Financial Adviser or us immediately.
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Registered Address
This section should only be completed by Intermediaries. Please enter the appropriate details here and avoid supplying information on separate sheets.
I / we confirm that I / we am / are registered with / regulated by the following body to conduct investment business:
I am/am not registered for VAT:
Please tick the relevant commission structure:
If ‘Other’ is selected please specify the terms required on this application form; all terms must be agreed with Capital International Limited in advance.
Intermediary Stamp/Details:
X X X A B C D Other: .
7 Intermediary Details
Intermediary Name
Contact Name
Telephone Number
E-mail Address
Postcode
Firm Ref No
Y Y 0 2 M M D D
Acknowledged By:
Y Y 0 2 M M D D
Acknowledged By:
Y Y 0 2 M M D D
Acknowledged By:
Internal Use Only Received Date: Application Processed: Client Notification Sent:
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