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Transaction Forms

FOORD GLOBAL FUNDS

Please download and complete the appropriate transaction form. The completed form and all investor identification documentation should be sent to Foord by fax or email.

Email: investments@foord.com

Fax: +352 2460 4459

The cut-off time for dealing is 16:00 Central European Time. Dealing instructions received after the cut-off time will be processed the following business day.

The original onboarding documents must be sent by mail or courier to an agent office within 30 calendar days. Redemption payments will be delayed until the original onboarding documents are received in good order.

Additional disclosures are available for investors from South Africa

Agent offices are maintained in Luxembourg, Singapore and South Africa. If you require assistance or further information, please contact the agents in any of these locations:

 

LUXEMBOURG 

SINGAPORE 

SOUTH AFRICA 

 Agent

RBC Investor Services Bank S.A.

(for the attention of Foord Dealing team)

Foord Asset Management (Singapore) Pte. Limited

Foord Unit Trusts (RF) (Pty) Limited 

 Address

14, Porte de France, L-4360 Esch sur Alzette, Luxembourg


9 Raffles Place, Republic Plaza, #18-03, Singapore 048619

8 Forest Mews, Forest Drive, Pinelands 7405, South Africa

 Telephone

+352 2605 2200


+65 6521 1100

+27 21 532 6969


NOTE:

Please contact Foord Offices if you don't see the transaction form(s) you need, or if you have any questions.

FOORD GLOBAL FUNDS - SUBSCRIPTION FORM

There are no upfront charges for investing with Foord Global Funds.

DOWNLOAD PDF (NATURAL) PERSON    DOWNLOAD PDF (LEGAL ENTITIES)

FOORD GLOBAL FUNDS - TOP-UP FORM

There are no upfront charges for topping up your investment in the Foord Global Funds.

DOWNLOAD PDF

FOORD GLOBAL FUNDS - SWITCH FORM

There are no charges for switching between Foord Global Funds. Where the conversion is based on a number of units/shares, or is for the full holding, the subscription transaction will be executed on the dealing day following that of the redemption transaction.  

DOWNLOAD PDF

FOORD GLOBAL FUNDS - REDEMPTION FORM

There are no exit charges when you redeem your shares or units in the Foord Global Funds.

DOWNLOAD PDF

FOORD GLOBAL FUNDS - TRANSFER FORM

Please download and complete the transfer form if you would like to transfer all or part of your investment to another person.

There are no exit charges when you transfer shares or unit.

DOWNLOAD PDF

FOORD GLOBAL FUNDS - INVESTOR DETAILS UPDATE FORM

Notify Foord of any changes in investor information by downloading and completing the form.

DOWNLOAD PDF-UPDATE FORM (LEGAL ENTITIES)

DOWNLOAD PDF-UPDATE FORM (INDIVIDUALS)