How to invest in Magallanes - Caser

In order to adhere to the pension plan, you should download the next documents. Once completed and signed, please deliver them (2 copies) together with a copy of your ID card to the Magallanes Value Investors Office (Lagasca 88, 4ª planta, 28001 Madrid).
If you are already a Magallanes client, you do not have to send the ID card copy, and nor the “Natural Person Knowledge Questionnaire”.

Subscription

The “Membership Newsletter” includes the data to make the subscription (unique or periodical) to the pension plan.  That means that you will only need to complete the documents above (“Natural Person Knowledge Questionnaire” and “DPI”) and the following “NGO letter”.
If you are already a Magallanes client, you do not have to send the ID card copy, and nor the “Natural Person Knowledge Questionnaire”. Caser will charge the amount of your transaction on your selected portfolio given on the Newsletter Membership.

Transfer

In order to transfer your consolidated rights you should adhere to the “Plan” and sign the DPI. You must also fill in and sign the “Transfer Newsletter” and the “GNO letter”.
Once completed and signed, please deliver them (2 copies) together with a copy of your ID card to the Magallanes Value Investors Office (Lagasca 88, 4ª planta, 28001 Madrid).
In order to avoid issues we would be very pleased if you could send us your holdings details in the origin pension plan.
Magallanes will apply for the transfer to the origin entity.