[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-305016-105":53,"doc-detail-305016-en":130},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":123,"head_meta":125,"extra_data":127,"updated_unix":129},105,"en","mutual-fund-application-for-institutional-investors-instructions","Mutual Fund Application for Institutional Investors - Instructions","","Mutual Fund Application for Institutional Investors provides step-by-step instructions to complete an application form, including entering initial investment details, selecting applicable funds and share classes, and signing the completed document. It includes mailing and wiring instructions, minimum investment requirements, and specific account registration options for different investor and legal entity types. The document also covers income distribution choices and cost basis election methods required for tax reporting, along with fields to capture account owner and tax information.",{"@graph":63,"@context":122},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/mutual-fund-application-for-institutional-investors-instructions/305016/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/mutual-fund-application-for-institutional-investors-instructions/305016.png","ImageObject",442,249,{"name":88,"@type":89},"Logic","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-26","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114,118],{"name":105,"@type":106,"acceptedAnswer":107},"What are the key steps to complete the mutual fund application?","Question",{"text":108,"@type":109},"Complete all applicable sections, include your initial investment, and sign the completed application. Submit it by mail using the address provided or follow the wiring instructions when applicable.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How are funds selected and what are the minimum investment requirements?",{"text":113,"@type":109},"Indicate the fund(s), investment amounts in dollars, and share classes. Minimum investment is $1 million per fund, except the abrdn Ultra-Short Duration Fund, which has a $100,000 minimum.",{"name":115,"@type":106,"acceptedAnswer":116},"What income distribution options are available in the application?",{"text":117,"@type":109},"By default, dividends and capital gains distributions are reinvested into your fund account. You can instead direct distributions to be electronically deposited into your bank account and indicate whether it is for dividends and/or capital gains.",{"name":119,"@type":106,"acceptedAnswer":120},"What cost basis election methods can be selected?",{"text":121,"@type":109},"The application provides methods such as Average Cost (ACST), First In, First Out (FIFO), Last In, First Out (LIFO), High Cost, First Out (HIFO), Low Cost, First Out (LOFO), Loss Gain Utilization (LGUT), and Specific Lot Identification (SLID).","https://schema.org",{"og:url":78,"og:type":124,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":126,"canonical":78},"index,follow",{"doc_id":128,"site_id":56},305016,1790436057,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":88,"user_avatar":133,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":73,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":15,"language":139,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":61,"update_tm":143,"read_time":79},1099513958762,"https://ap-avatar.wpscdn.com/avatar/1000023916a998db790?x-image-process=image/resize,m_fixed,w_180,h_180&k=1784791008015729253","Mutual Fund Application for Institutional Investors  \nInstructions:  \n• Complete all applicable sections of this form.  \n• Include your initial investment.  \n• Remember to sign the completed application.  \n• Mail your application to:  \nabrdn Funds  \nP. O. Box 219534  \nKansas City, MO 64121-9534  \n• For special delivery or overnight services, mail to:  \nabrdn Funds  \n801 Pennsylvania Ave, Suite 219534 Kansas City, MO 64105-1307  \n• Wiring Instructions:  \nState Street Bank Boston, MA  \nABA \\#: 011000028 Account \\#: 99058406  \nAccount Name: abrdn Purchase-Redemption DDA For Further Credit To: abrdn Fund Name, abrdn Account Number, Account Name  \n• Questions?  \nCall: 866-667-9231  \nFax: 866-923-4269  \nMutual Fund Application for Institutional Investors  \nAccount holders name  \nSection 1-Fund Selection  \nIndicate fund(s), investment amount(s) in dollars (see fund minimums listed below) and share class(es). Checks must be made payable to abrdn Funds. Note: The fund has the right to close your account after a period of inactivity, as determined by state law, and transfer your shares to the appropriate state.  \nType of Payment: Check (in U.S. dollars) payable to abrdn Funds  \nBy wire (Call 866-667-9231 for further instructions.)  \nTransfer funds from an existing abrdn Funds account:  \nAccount Number  \nabrdn Funds  \nNote: Minimum investment is $1 million per fund with exception of abrdn Ultra-Short Duration Fund which is $100,000.  \nEquity Series  \nabrdn Dynamic Dividend Fund  \nabrdn Emerging Markets ex-China Fund abrdn Emerging Markets Fund  \nabrdn Global Infrastructure Fund abrdn Real Estate Fund  \nabrdn U.S. Small Cap Equity Fund abrdn U.S. Sustainable Leaders Fund  \nFixed Income Series  \nabrdn High Income Opportunities Fund abrdn Infrastructure Debt Fund  \nabrdnShort Duration High Yield Municipal Fund abrdn Ultra Short Municipal Income Fund  \nInvestment Amount  \n$  \n$  \n$  \n$  \n$  \n$  \n$  \n$  \n$  \n$  \n$  \nInstitutional Class  \n3773  \n5456  \n5840  \n3778  \n3781  \n5482  \n5105  \n5497  \n5481  \n3768  \n3783  \nTicker Symbol  \nADVDX  \nGWLIX  \nABEMX  \nAIFRX  \nAIGYX  \nGSCIX  \nGGLIX  \nJHYIX  \nAGCIX  \nAHYMX  \nATOIX  \nInstitutional Service Class  \n5558  \n5540  \n5984  \n5104  \n5581  \nTicker Symbol  \nGLLSX  \nAEMSX  \nGSXIX  \nGXXIX  \nCGFIX  \nMutual Fund Application for Institutional Investors  \nSection 2-Account Registration  \nDifferent forms are required to establish an Individual Retirement Account (IRA). To receive the necessary forms, please call 866-667-9231.  \nIMPORTANT INFORMATION ABOUT PROCEDURES WHEN OPENING ANEW ACCOUNT: To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. What this means for you: When you open an account, we may ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.  \nIndividual  \nRetirement Plan1  \nCharitable Organization1,2  \nTrust1,2  \nBank Trust1,2  \nGoverment Entity1  \nC-Corporation1,2  \nS-Corporation1,2 Insurance Company1  \nJoint Tenants with Rights of Survivorship Nonprofit Organization1  \n1 Attach a copy of the appropriate bylaws, corporate resolutions, a list of authorized traders or trust documents establishing authority to open this account. In addition, provide a copy of the IRS Issuance Letter for your Employer Identification or Tax Identification Number.  \n2 Pursuant to US federal regulations, we are required to obtain, verify, and record information about the beneficial owners for certain legal entity customers. Please refer to the ‘Certification of Beneficial Owners’ form at the end of this application for information regarding entity investors covered under this requirement and the process to provide this information.  \nShould you have any questions regarding documents required for entity investors and/or identificat","cbCaiqOgpGL5zQfI","https://ap.wps.com/l/cbCaiqOgpGL5zQfI","pdf",368402,"English","# Instructions\n# Section 1 - Fund Selection\n# Section 2 - Account Registration\n# Section 3 - Income Distribution Options\n# Section 4 - Cost Basis Election","[{\"question\":\"What are the key steps to complete the mutual fund application?\",\"answer\":\"Complete all applicable sections, include your initial investment, and sign the completed application. Submit it by mail using the address provided or follow the wiring instructions when applicable.\"},{\"question\":\"How are funds selected and what are the minimum investment requirements?\",\"answer\":\"Indicate the fund(s), investment amounts in dollars, and share classes. Minimum investment is $1 million per fund, except the abrdn Ultra-Short Duration Fund, which has a $100,000 minimum.\"},{\"question\":\"What income distribution options are available in the application?\",\"answer\":\"By default, dividends and capital gains distributions are reinvested into your fund account. You can instead direct distributions to be electronically deposited into your bank account and indicate whether it is for dividends and/or capital gains.\"},{\"question\":\"What cost basis election methods can be selected?\",\"answer\":\"The application provides methods such as Average Cost (ACST), First In, First Out (FIFO), Last In, First Out (LIFO), High Cost, First Out (HIFO), Low Cost, First Out (LOFO), Loss Gain Utilization (LGUT), and Specific Lot Identification (SLID).\"}]","Mutual Fund Application for Institutional Investors - Instructions | PDF",1789821065]