CF 7IM Opportunity Funds - Seven Investment Management

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CF 7IM Opportunity Funds Investment Details Product Type Share Class CF 7IM Unconstrained Fund A B C D A B C ISA ISA with Transfer Amount Minimum Lump Sum £1,000 £1,000 £1,000 £5,000,000 £1,000 £1,000 £1,000 £1,000 Investment Amount £ £ £ £ £ £ £ £ % Minimum Regular Savings £100 £100 £100 £100 £100 £100 Investment Amount £ £ £ £ £ £ Accumulation Shares only in issue
CF 7IM Opportunity Funds ISA Application & Declaration I apply to subscribe to a stocks and shares ISA for the tax year 20 /20 and each subsequent year until further notice. I declare that: • all subscriptions made, and to be made, belong to me; • I am 18 years of age or over; • I have not subscribed, and will not subscribe, more than the overall subscription limit in total to a cash ISA and a stocks and shares ISA in the same tax year; • I have not subscribed, and will not subscribe, to another stocks and shares ISA in the same tax year that I subscribe to this stocks and shares ISA; • I am resident and ordinarily resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 of Income Tax (Earnings & Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or I am married to, or in a civil partnership with, a person who performs such duties. I will inform Capita Financial Managers Limited if I cease to be so resident and ordinarily resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties; • the information I have given is correct to the best of my knowledge and belief. I will inform Capita Financial Managers Limited if any information provided in this ISA Application and Declaration changes; • I have read and agreed to be bound by the Terms and Conditions set out in this document and accept that they may be varied at Capita Financial Managers Limited’s discretion, as provided therein and • I have received and read the Simplified Prospectus that has been provided to me. I authorise Capita Financial Managers Limited: • to hold my cash subscription, ISA investments, interest, dividends and any other rights or proceeds in respect of those investments and any other cash and • to make on my behalf any claims to relief from tax in respect of ISA investments. I agree that if I invest in a Monthly Savings Plan (regular monthly payments), the amount(s) indicated will be deducted each month until further notice. Full Name : Signature : Date : (IS-AD)
Page 1 and 2: CF 7IM Opportunity Funds Simplified
Page 3 and 4: Introduction Authorised Corporate D
Page 5 and 6: Risk Factors What are the general r
Page 7 and 8: Risk Factors Emerging markets Emerg
Page 9 and 10: Charges and Expenses Dilution levy
Page 11 and 12: Your Investment Is this an appropri
Page 13 and 14: Your Investment What happens to my
Page 15 and 16: Appendix TABLES, CHARTS AND GRAPHS
Page 17 and 18: Terms and Conditions 7 Withdrawal,
Page 19: CF 7IM Opportunity Funds Investment
Page 23 and 24: CF 7IM Opportunity Funds ISA Transf
Page 25: Please fill in the whole form using

CF 7IM Opportunity Funds - Seven Investment Management

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