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| Presumably, you already have a bank account. In order to invest you must have a Security account. |
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What is a Security account? |
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A Security account is an account with a bank whereby when you buy a security, for example Living Planet Fund, the bank puts this security into this Security account. This is similar to the bank putting your cash into your cash account. |
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Yes, I have a Security account |
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No, I do not have a Security account |
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Contact your bank and ask them to open a Security account or click here where you will find a form for you to fill in and then send to your bank. |
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If you have a UBS bank account - Read more |
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| I have a Security account |
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Write to your bank and ask the following: |
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| 1) |
The amount that you wish to invest, the minimum being:
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500 Euro if class A units (retail units) |
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500,000 Euro if class B units (institutional units) |
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| 2) |
The name of the security, in this case the name is: "Living Planet Fund - Equity" |
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Specify whether you wish to purchase class A units (retail) or class B (institutional) units |
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Quote the ISIN (International Security Identification Number) as applicable for class A
or for class B units.
| The ISIN codes are as follows: |
| Class A (retail units) |
- LU0169371266 |
| Class B (institutional units) |
- LU0169371779 |
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OR |
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If you find it easier, fill in this standard form and send it to your bank |
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| Your stockbroker wll only require the following information: |
| 1) |
The amount that you wish to invest, the minimum being:
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500 Euro if class A units (retail units) |
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500,000 Euro if class B units (institutional units) |
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| 2) |
The name of the security, in this case the name is: "Living Planet Fund - Equity" |
| • |
Specify whether you wish to purchase class A units (retail) or class B (institutional) units |
| • |
Quote the ISIN (International Security Identification Number) as applicable for class A
or for class B units.
| The ISIN codes are as follows: |
| Class A (retail units) |
- LU0169371266 |
| Class B (institutional units) |
- LU0169371779 |
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To invest, please contact the distributor in your country.
At present, distributors are available
in the following countries: |
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| In those instances where contacting a distributor is not feasible, your normal stockbroker or bank
can be contacted. |
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