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ZROSK MAGNA EQUITY FUND

(A Specialized Fund for Qualified Investors, Authorised and Registered with the Securities and Exchange Commission)

Choose account type *IndividualJointCorporate

Investment Amount *

Title *

Surname *

First Name

Other Names

Full Address *

City *

State *

Phone Number *

Email Address *

Name of Next of Kin *

Next of Kin Email *

Next of Kin Phone Number *

Means of Identification of Signatory Upload file

No file chosen

(International Passport, National ID Card, Driver’s License, Voter’s Card)

Upload Proof of Address of Signatory

No file chosen

Utility Bill, Tenancy agreement, Receipt of rent)

Signatory 1

Investment Amount *

Title *

Surname *

First Name *

Other Names

Full Address *

City *

State *

Phone Number *

Email Address *

Name of Next of Kin *

Next of Kin Email *

Next of Kin Phone Number *

Means of Identification of Signatory Upload file

No file chosen

(International Passport, National ID Card, Driver’s License, Voter’s Card)

Upload Proof of Address of Signatory

No file chosen

Utility Bill, Tenancy agreement, Receipt of rent)

Signatory 2

Title *

Surname *

First Name *

Other Name

Full address *

City *

State *

Phone Number *

Email Address *

Name of Next of Kin *

Next of Kin Email *

Next of Kin Phone Number *

Means of Identification of Signatory Upload file

No file chosen

(International Passport, National ID Card, Driver’s License, Voter’s Card)

Upload Proof of Address of Signatory

No file chosen

Utility Bill, Tenancy agreement, Receipt of rent)

Investment Amount *

Company Name *

Industry

Incorporation Number *

Registered Address *

City *

State *

Telephone *

Upload file

No file chosen

(CTC of Memorandum and Articles of Association)

Upload file

No file chosen

(CTC of CAC Form C02/Form C07)

Upload file

No file chosen

(Board Resolution authorizing this transaction)

Details of Signatory

Surname *

First Name *

Position Held *

Email Address *

Phone Number *

Residential Address *

Upload file *

No file chosen

(International Passport, National ID Card, Driver's License, Voter's Card)

Account Name *

Account Number *

Bank Name *

BVN *

Zrosk Magna Equity Fund Questionnaire

(Specialized Equity Fund for Qualified Institutional/High Net-worth Investors)

This questionnaire is designed to assess whether you meet the criteria for investing in the Specialized Equity Fund, under the Securities and Exchange Commission (SEC) Nigeria regulations. Your responses will help us determine your eligibility as a qualified institutional or high-net-worth investor and assess your financial knowledge to understand the associated risks.

Are you applying as *

Net Worth Verification: Please confirm that your net worth, excluding automobiles, homes, and furniture, exceeds 300 million Naira. *

Please provide a brief overview of the sources of your net worth (e.g., business ownership, investments, etc.) *

Institutional Investor Type *

Primary Investment Objectives *Capital AppreciationIncome GenerationDiversificationOthers

How would you describe your risk tolerance? *Low: I prefer investments with minimal risk and am willing to accept lower returnsModerate: I am comfortable with a balanced approach, accepting moderate risk for potentially higher returns.High: I am willing to accept high levels of risk for the potential of significant returns

What is your investment horizon for this fund? *Less than 3 years3-5 years5-10 years

Educational Background (Please indicate your highest level of education related to finance) *No formal education in financeBachelor’s degree in financeMaster’s degree or higher in financeProfessional certification (e.g., CFA, ACCA, CPA, CIS

Professional Experience (Do you have professional experience in finance, investment management, or a related field) *Yes, with less than 5 years of experienceYes, with 5-10 years of experienceYes, with more than 10 years of experienceNo

Understanding of Investment Risks (Which of the following best describes your understanding of investment risks, particularly in equity markets?) *Basic: I have a general idea of market risks but a limited understanding of complex financial products.Intermediate: I understand the risks associated with equities, including market volatility, liquidity risk, and economic factors.Advanced: I have in-depth knowledge of market risks, including leverage, derivatives, and other complex financial instruments

Experience with Similar Investments: (Have you previously invested in specialized equity funds or similar high-risk investment products?) *YesNo

Are you, or is your institution, currently subject to any legal or regulatory proceedings that could impact your ability to invest? *YesNo

Are you aware of any existing or upcoming regulatory restrictions that may affect your investment in this specialized equity fund? *YesNo

Certification of Information

I certify that the information provided in this questionnaire is accurate and complete to the best of my knowledge

Name *

Upload file

No file chosen

Signature Signatory 1

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Signature Signatory 2

Date

Declaration *I am 18 years of age or overI authorize you to send an allotment letter and/or cheque for any amount overpaid by Registered post to the address given below and to procure registration in my/our name as holder(s) of number of units or such smaller number, as aforesaid.I attach the amount payable in full on the application for the number of units in the Zrosk Magna Equity Fund of N100 per unit.I agree to accept the same number of units in respect of which allotment may be made upon the terms of the Prospectus and subject to the Trust Deed of the Zrosk Magna Equity Fund.I declare that I have read a copy of the Prospectus for the Offer dated Thursday, July 4, 2024, by Zrosk Magna Equity Fund

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ZROSK MAGNA EQUITY FUND

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