Aberdeen UK OEIC Fund Range - Aberdeen Asset Management

This section is for use by Financial Advisers only.
Agent’s Stamp (if applicable)
*Commission%
Discount%
Agent Number
*If left blank by Adviser, all initial commission will
be passed to the client as discount.
Please check box if advice not given
Aberdeen UK OEIC Individual
Investor Application Form
This application form is for lump sum investments or monthly savings into an OEIC sub-fund of the Aberdeen
UK OEIC fund range. Please use BLOCK CAPITALS and ensure we have your forename(s) in full. For more than 2
applicants, please provide additional details on a separate sheet.
PERSONAL DETAILS
1st APPLICANT
Title (Mr/Mrs/Miss/Other)
Surname
Forename(s) in full
Address
2nd APPLICANT
Title (Mr/Mrs/Miss/Other)
Surname
Forename(s) in full
Address
Postcode
Phone No. (day)
Email Address
Date of birth
You must be 18 or over to invest
Postcode
Phone No. (day)
Email Address
Date of birth
You must be 18 or over to invest
If you already have an account with Aberdeen, please fill in your Account No.
Purchases for children should be registered in the name of an adult designated with
the child’s name (maximum of 28 characters).
INVESTMENT DETAILS
If you require your distributions to be reinvested you should choose an Accumulation (Acc) share class.
Lump Sum The minimum lump sum investment is £500 per fund.
Monthly Savings The minimum investment is £50 per month per fund. Please complete the Direct Debit Form
enclosed with this pack.
FUND NAME(S)
SHARE TYPE
INC OR ACC*
LUMP SUM
£
MONTHLY
AMOUNT
£
PAYMENT DETAILS
BENEFICIAL OWNER
DECLARATION
* Inc - Income share class, Acc - Accumulation share class
Total (£)
All payments made by cheque should be made payable to Aberdeen Unit Trust Managers Limited. Building
Society cheques must clearly identify the investor as the account holder, e.g. Aberdeen Unit Trust Managers
Limited A/C Mr A Smith.
Monthly Savings Please complete the Direct Debit Form enclosed with this pack if you would like to save monthly.
Please also enclose a cheque drawn on the bank account from which your direct debit is to be paid, for your
first monthly subscription. Cheques should be made payable as above. Collections will be made on the first
business day of each month.
Income Payments Please complete the Income Payments section overleaf if you wish to receive an income
directly into your bank account. Otherwise you will be invested into the Accumulation share class.
Please delete as appropriate
* I am the Beneficial Owner
* I have provided details of all Beneficial Owners below
Please supply additional names on a separate sheet
Surname Surname
Forename(s) Forename(s)
I/We have read and understood the Aberdeen UK OEIC Fund Range Simplified Prospectus (“the Simplified
Prospectus”) and I/we agree to the Terms and Conditions therein. I/We have retained a copy of the Simplified
Prospectus.
1st Applicant 2nd Applicant
Signature Signature
Date Date