Intermediary Account number
Bond number allocated
As a transfer of Funds is to be effected, I/we have:
Enclosed a completed standard Collective Investment Bond
Application Form
Given full details, in the relevant section, of the funds to
be transferred
Enclosed certificates for all of the funds shown on the
Schedule of Funds
Completed the Form of Authority for Fund Transfer
Completed the Power of Attorney
Ensured that the signature of the witness has been included
on the Power of Attorney
ROYAL SKANDIA
Royal Skandia provides expatriate and international investors with an attractive range of high quality lump sum investment and savings plans.
THE COLLECTIVE INVESTMENT BOND – MAKING YOUR MONEY WORK HARDER
The well known phrase “wealth creates wealth” is generally correct. Having a sizeable amount of capital to invest enables you to enter new and selective investment markets. It also gives you the opportunity to speculate in high-risk, high-return investments.
The Bond offers:
superior investment opportunities
greater tax-efficiency
access to Royal Skandia’s institutional buying
power
first class administrative support
a choice of competitive charging structures
flexibility to switch between funds and fund
managers
regular income facility
enhanced protection for your family.
Translated text
綜合基金投資戶口
中介人編號
戶口編號
為完成基金過戶程序, 我/我們現附上:
萊斯基亞
萊斯基亞為國際投資者之「單一定額供款」提供優越的投資及儲蓄計劃。
綜合基金投資戶口——令財富増值
「財富創造財富」是放之四海而皆準的金句。擁有大量資金, 您可以投資於新興及特選的投資市場,
亦可選擇高風險,
但高回報的投資工具。
本投資產品提供：
Ø
卓越投資機會
Ø
更妥善稅務安排
Ø
利用萊斯基亞機構投資者特惠進行投資買賣
Ø
一級行政支援
Ø
多元化收費模式
Ø
靈活轉換基金與基金經理
Ø
定期收入安排
Ø
為家人提供額外保障