Investment Accounts Documents

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.

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.

The UTOF Application Form enables individuals and groups to apply for the purchase of units in various investment plans. This form requires personal details, investment preferences, and compliance with regulatory requirements. Properly filling out this form is essential for successful unit acquisition in the Unit Trust of Fiji.

This document is the application form for Dimensional Wholesale Trusts, provided by DFA Australia Limited. It contains essential sections designed for gathering investor details and related information. Ensure all applicable parts are filled out carefully to proceed with your investment application.

This document is the FHUT Application Form for investors interested in the Fiji Holdings Unit Trust. It provides detailed information and instructions required to complete the application and submit it. Whether an individual or group, the form outlines what is necessary for investment compliance.

This file contains the Nippon India Mutual Fund application form necessary for investors to apply for various mutual fund schemes. It includes detailed guidance on filling out the form, required information, and necessary documentation. Essential for individuals looking to invest in mutual funds.