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How do I fill this out?
To fill out this application form, start by reading the instructions carefully. Ensure you have all necessary documents and information ready. Complete each section accurately before submission.
How to fill out the PSG Asset Management Application Form Overview?
1
Read the Prospectus and Offering Supplement for relevant details.
2
Fill out all required sections of the application form.
3
Prepare supporting documentation as specified.
4
Submit the completed form and documents via email.
5
Await confirmation of your application processing.
Who needs the PSG Asset Management Application Form Overview?
1
New investors looking to invest in PSG Wealth funds.
2
Financial advisors who need to complete client applications.
3
Trustees managing investment funds on behalf of a trust.
4
Corporate entities intending to explore investment options.
5
Individuals aiming to diversify their investment portfolio.
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What are the instructions for submitting this form?
To submit this application form, email the completed form along with all required documents to offshore.instructions@psgadmin.co.za. Be sure to include proof of payment and Know Your Client documentation. For original documents that need to be posted, please send them to the specified address as outlined in the form.
What are the important dates for this form in 2024 and 2025?
Important dates for submissions include cut-off times for processing investment transactions, which is 15h30 CET on the dealing day. Ensure all supporting documentation is submitted promptly to avoid delays. Keep an eye on fiscal deadlines that may affect your investment timeline.
What is the purpose of this form?
The purpose of the PSG Asset Management Application Form is to enable investors to apply for investment in PSG Wealth funds. This form collects essential information relevant to your financial situation and investment goals. Proper completion ensures compliance and facilitates a smoother investment process.
Tell me about this form and its components and fields line-by-line.
- 1. Entity Type: Select the type of entity you represent (individual, trust, corporation).
- 2. Company/Trust Registration No.: Provide the registration number of your entity.
- 3. Postal Address: Enter the mailing address where correspondence will be sent.
- 4. Tax Details: Include information related to tax residency and identification numbers.
- 5. Source of Wealth: Describe your sources of income and wealth.
What happens if I fail to submit this form?
Failure to submit this form on time may result in your application being processed late or not at all. The funds will be unavailable to your account until the application is accepted.
- Incomplete Application: An incomplete application may lead to rejection or pending status.
- Delayed Processing: Delays can occur if supporting documents are not submitted along with the application.
- Account Closure: Failure to complete payment within 60 days may result in account closure.
How do I know when to use this form?
- 1. New Investments: For individuals looking to make a new investment in any PSG Wealth fund.
- 2. Updating Information: To update any changes to your personal or entity information.
- 3. Re-establishing Account: If you need to re-establish an existing investment account.
Frequently Asked Questions
How can I edit this application form?
You can edit the application form by uploading it to PrintFriendly and using the editing tools at your disposal.
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While you cannot save directly on PrintFriendly, you can download the edited document to your device.
What do I need to submit with this form?
Along with the completed form, include proof of payment and Know Your Client documentation.
Is this form applicable for corporate entities?
Yes, corporate entities can fill out this form to apply for investments.
How will I know my form has been processed?
You will receive a confirmation via email once your submission has been verified.
Are there deadlines for submitting this form?
Ensure to submit within the timeframe indicated in the application guidelines.
What happens if I submit an incomplete form?
An incomplete form may delay processing and could result in rejection.
Can I apply for multiple funds with one form?
No, a separate application form must be completed for each fund.
Who should I contact for assistance?
Contact your PSG advisor for any queries related to the application process.
Are electronic submissions accepted?
Yes, completed forms can be submitted via email as per the instructions.
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