Online Request for Fund Unit purchase


On-line request for purchase purchase

The name of the fund

INVESTOR

Name and Surname/Name of legal entity:

Personal identification number:

Passport number:

Date, place and country of birth:

Address/Headquarters (Street&Number):

Zip code and place:

Nationality/Country:

ID number:

Name and country of ID issuer:

Telephone:

Mobile:

Fax:

E-mail:

PROXY / LEGAL REPRESENTATIVE

Name and Surname/Name of legal entity:

Personal identification number:

Date, place and country of birth:

Address/Headquarters (Street&Number):

Zip code and place:

Nationality/Country:

ID number:

Name and country of ID issuer:

Telephone:

Mobile:

Fax:

E- mail:

Note: A request on behalf of the legal person can be submitted by a proxy or legal representative; proxy or legal representative must enclose a proof of their authorization to represent legal entity in addition to the request to purchase units.

CONTACT AND REPORTS DELIVERY METHOD

Address:

Zip code and place:

E-mail:

Method of delivery:
 Mail E-mail Mail and E-mail

PAYMENT INFO

One-off payment:

Standing order:

Dynamics of investment (weekly, monthly, quarterly...):

You can make the payment in the bank, post office, FINA or via Internet banking using following data:
Number of the account to purchase Platinum Global Opportunity units (IBAN): HR2723300031300200603
Number of account to purchase Platinum Blue Chip units (IBAN): HR0523300031300200611
Description of payment: Purchase of UCITS fund units
The model and the reference number: Personal identification number (physical and legal entities)

The applicant for the purchase states that he is familiar with the Prospectus and the Rules of the Fund and that he fully accepts them. Platinum Invest LLC. investment fund management company is required to calculate the share purchase at the price valid on the day of payment. The day of payment is considered to be the day of payment for inflows received by 16:00 hours. For inflows received after 16:00 hours, the payment date will be the next working day. Requests received on a non-working day will be considered to be received as of the next working day. Platinum Invest Ltd. will inform the investor about the number of shares bought through the "Unit purchase certificate" on the address or e -mail specified in the request. The applicant explicitly states that it has voluntarily ceded on disposal the data about the personal identification number and other personal data to Platinum Invest, and gives permission to Platinum Invest to use them for the purpose of its undoubted identification, protection of his personal property interests in dealing with Platinum Invest. This can include forwarding of personal data to third parties. Third parties are institutions that have the right to access the personal data in accordance with legal regulations (e.g. the depositary, state supervisory and regulatory bodies).The applicant states that it agrees that Platinum Invest can address him/her in writing, by telephone or by e-mail, and on the given address deliver the material, which will inform him/her about the benefits and novelties in its offer. The applicant is obliged to submit a copy of a valid identification document with the filled request. The same can be attached to this application or sent to Platinum Invest via fax, mail or scanned and sent to e-mail address kupnja.udjela@platinuminvest.hr. The proxy should submit a copy of the notarized document confirming the status of proxy. Legal persons should submit a certificate from the register (not older than 30 days), a notice of CBS which shows the OIB (identification number) and a copy of the page from contract with the bank on which it is clear the account holder’s name or a copy of the authorized signatories card.
If the applicant has contracted a standing order at the bank it is necessary to attach to the request a copy of the Treaty on the standing order.

ADDITIONAL INFORMATION

When purchasing units, in addition to request for purchasing units, an investor is required to submit data that Platinum Invest Ltd. is obligated to collect in accordance with the Law on Prevention of Money Laundering and Financing of Terrorism (NN87/08) and without which it cannot establish a business relationship.

FOR PHYSICAL ENTITIES

PERSONAL STATUS:

VOCATION:

PLANNED ANNUAL INVESTMENT IN INVESTMENT FUNDS:
 < 100.000,00 kn from 100.000,00 kn to 500.000,00 kn from 500.000,00 kn to 1.000.000,00 kn > 1.000.000,00 kn

ARE YOU POLITICALLY EXPOSED PERSON?
 Yes No

Politically exposed person is a person who performs or has performed prominent or high public function, a member of the immediate family of such person or a close associate of such person. "Prominent or high public function" includes: i) the President of the country, the Prime Minister, ministers and their deputies or assistants; ii) Members of Parliament; iii) judges of supreme courts, constitutional courts or other high judicial bodies on whose decisions is not allowed to submit complaints except in special circumstances; iv) the judges of the courts of audit or board members of national banks; v) ambassadors, consuls and senior officers of the armed forces; vi) members of management and supervisory boards of state-owned entities. "A member of the immediate family" includes: i) the spouse; ii) a partner who under national law has the status equivalent to that of a spouse; iii) children and their spouses or partners; iv) parents. „Close associate" includes: i) any person who is known to have joint beneficial ownership of legal entities or organizations or other close business relationship with a person who holds a prominent or high public function; ii) any person who is the sole beneficial owner of a business or organization that is known to be established in favor of the person holding prominent or high public function.

FOR LEGAL ENTITIES

IS THE OWNERSHIP DIVIDED INTO SHARES LARGER THAN 25%?
 Yes No

PLANNED ANNUAL INVESTMENT IN INVESTMENT FUNDS:
 < 100.000,00 kn from 100.000,00 kn to 500.000,00 kn from 500.000,00 kn to 1.000.000,00 kn from 1.000.000,00 kn to 5.000.000,00 kn > 5.000.000,00 kn

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