Guidelines for corporate entities investing in an Invesco ICVC

Corporate Entity Registration

Invesco will register the account in the name of the entity. All account documentation, correspondence and settlement cheques will be sent to the entity’s address.

The account can be given a unique designation, up to a maximum of eighteen characters.

Documentation

Corporate Entity

The following will be required to set up an account with Invesco:

• Completed Invesco Application for entities and trusts
• Certificate of Incorporation
• Memorandum/Articles of Association
• Full list of Directors and Shareholders
• Full signatory list

Please note:

• Anti-Money Laundering - we will attempt to verify the entity, if applicable, via relevant websites; individual account holders may require verification which we will attempt to do electronically. We may also need additional information and/or documentation from you during the registration process to verify the holders and the account. Where we request documentation you will be asked to supply original or certified copies of these to aid Invesco to complete the verification process
• Once your account is registered and verified we may still need to write to you for further information to satisfy the anti-money laundering regulations
• The words ‘trust’ and ‘trustees’ cannot be used in any registered name for legislative reasons

Any questions?

If you have any questions about investing on behalf of a corporate entity with Invesco, please contact us on freephone number 0800 085 8677.