Investment Accounts Documents

This file is an application form provided by Magellan Asset Management for new investors. It includes instructions for completing the form and details on available funds. This is essential for individuals and entities looking to invest in Magellan's financial products.

This file is the New Investor Application Form for Lazard Asset Management. It includes essential information for new investors looking to invest in Lazard funds. The application guides users through the investment options and necessary documentation.

This document contains the key information memorandum for multiple PineBridge investment schemes. It provides details on investment objectives, asset allocation, expense structure, and performance. It is essential for prospective investors to review before making any investments.

This document outlines the investment returns and historical performance of Baxter's Incentive Investment Plan. It provides detailed information on various fund options and their corresponding performance metrics. Users will find insights into core fund options, annualized returns, and comparative industry indexes.

The Vanguard Wholesale Funds Change of Details Form is designed for existing investors who need to update their personal or fund details. This user-friendly form allows easy adjustments to crucial account information. Obtain guidance here to streamline your amendments and ensure compliance.

The PhilEquity Investment Application Form is designed to facilitate investments in various funds offered by PhilEquity. It details transaction, payment, and investor declaration information. Completely fill out the form to ensure successful processing.

This document serves as the investment application form for the NZ Mortgage Income Trust No. 2 Fund. It collects essential information from investors to process their applications effectively. Fill it out to take part in this group investment opportunity.

This form is used to transfer assets between existing Fidelity accounts. It is not for changing account registrations. Ensure the form is properly filled out to avoid processing delays.

This application form is for investors to apply for shares in DWS Deutsche Global Liquidity Series. Complete all sections and return to the provided administrator details. Includes account details, settlement instructions, and representation requirements.

This document is the Charles Schwab Designated Beneficiary Plan Agreement. It contains instructions and important information regarding investment accounts. Users can designate beneficiaries and make changes or revocations as needed.

The document provides detailed information about UBS' Trigger Autocallable Contingent Yield Notes with Memory Interest, linked to Airbnb's common stock and due April 1, 2024. It outlines the investment description, features, key dates, risks, and suitability considerations for potential investors. Additionally, it includes instructions about obtaining further information and making an investment decision.

This form is used to request transactions for Alternative Investments. It covers purchases, sales, and redemptions, ensuring compliance with Fidelity’s guidelines. Complete it accurately to facilitate smooth processing of your requests.