The portfolios offered, include:
Unit Trust Scheme | Daily Liquidity
Steer SNN Stable Fund
Steer SNN Worldwide Flexible Fund
Portfolio Information Documents 30 April 2023 | |
Key Investor Information Documentation | Minimum Disclosure Document |
Steer SNN Stable Fund - KIID | Steer SNN Stable Fund - MDD |
Steer SNN Worldwide Flexible Fund | Steer SNN Worldwide Flexible Fund - MDD |
INVESTOR FORMS | |
Unit Trust Scheme | Daily Liquidity | |
Steer Capital - Application Form | Entity | |
Steer Capital - Application Form | Individual | |
Steer Capital - Additional Subscription Form | |
Steer Capital - Investment Switch Form | |
Steer Capital - Transfer of Ownership Form | |
Steer Capital - Redemption Form | |
General | |
Tax residency self certification form - Entity | |
Change of Investor Details | |
W-8BEN-E | |
Ultimate Beneficial Owner form |