Global & Local Investment Advisors

 

 The portfolios offered, include:
   
Daily Liquidity  
Global & Local SNN Balanced Fund of Funds  
Global & Local SNN Equity Fund  
Global & Local SNN Worldwide Flexible Fund
Global & Local SNN Offshore Equity Fund   
 
Portfolio Information Documents as at 30 April 2023  
Key Investor Information Document ("KIID") Minimum Disclosure Document ("MDD")
Global & Local SNN Balanced Fund of Funds  Global & Local SNN Balanced Fund of Funds 
Global & Local SNN Offshore Equity Fund  Glocal & Local SNN Offshore Equity Fund 
Global & Local SNN Worldwide Flexible Fund  Global & Local SNN Worldwide Flexible Fund 
   
 
INVESTOR FORMS  
Global&Local - Application Form - Individual  
Global&Local - Application Form - Entity
Global&Local - Additional Subscription Form  
Global&Local - Investment Switch Form  
Global&Local - Redemption Form  
Global&Local - Transfer of Ownership Form 
 
General  
Tax residency Self Certification form - Entity
Change in Investor Details
W-8BEN-E  
Ultimate Beneficial Owner form