Lazard Asset Management New Investor Application Form
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.
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How do I fill this out?
To fill out this form, start by identifying your investor type. Each section must be completed accurately according to your personal and financial information. Please ensure that you have all required documents ready before beginning the application.
How to fill out the Lazard Asset Management New Investor Application Form?
1
Identify your type of investor from the options provided.
2
Complete all sections relevant to your investment type.
3
Provide accurate personal and tax information.
4
Select your intended investment options and amounts.
5
Review the form carefully before submission.
Who needs the Lazard Asset Management New Investor Application Form?
1
Individuals looking to make a personal investment.
2
Companies wanting to invest in Lazard funds.
3
Trustees of superannuation funds needing to apply on behalf of a beneficiary.
4
Financial advisers assisting clients with the investment process.
5
Associations looking to invest as a collective group.
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What are the instructions for submitting this form?
To submit the completed application form, you can send it via email to investorqueries@lazard.com or fax it to 1800 825 287. Ensure that you've reviewed all sections for accuracy. If desired, you can also submit the form through postal mail to the address provided upon request.
What are the important dates for this form in 2024 and 2025?
The important dates related to the Lazard Asset Management application process include ongoing investment opportunities with no specific deadlines for fund submissions. Investors should ensure that they complete their applications promptly to meet any required investment criteria for the respective Lazard Funds in 2024 and beyond.
What is the purpose of this form?
This form serves as the primary application for new investors looking to engage with Lazard Asset Management. It gathers essential information regarding the investor's profile, objectives, and intended investment types. Completing this form is crucial for ensuring that your application fits within the guidelines of Lazard's funds and investment strategies.
Tell me about this form and its components and fields line-by-line.
- 1. Type of Investor: Select your category as an individual, company, or other entity.
- 2. Personal Information: Provide necessary personal details such as name, date of birth, and address.
- 3. Tax Information: Complete the tax residency and related declarations.
- 4. Investment Objectives: Indicate your primary goals for investment.
- 5. Fund Selection: Choose the funds you wish to invest in and specify investment amounts.
What happens if I fail to submit this form?
If the form is not submitted correctly, your investment process may be delayed. It's important to address any errors or omissions promptly to avoid complications.
- Incomplete Information: Failure to provide all required details may result in rejection of your application.
- Incorrect Tax Information: Inaccuracies in tax declarations could lead to penalties imposed by taxation authorities.
- Failure to Meet Investment Criteria: Not adhering to the investment requirements could hinder your ability to process the investment.
How do I know when to use this form?
- 1. New Individual Investors: Individuals looking to start investing in Lazard's offerings must complete this form.
- 2. Corporate Investors: Companies aiming to allocate funds into managed assets need this application.
- 3. Trustees Managing Funds: Trustees on behalf of beneficiaries must submit this form to initiate investments.
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