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Know Your Client (KYC) Template

Hedge Fund Questionnaire

This is a Hedge Fund Due Diligence Questionnaire with 49 questions. This questionnaire could help companies or individuals to understand and evaluate hedge fund managers' approaches to make responsible investment.

How to Tailor the Document for Your Need?


01

Create Document

Click "Create Document" button and the document will be prepared with your account details automatically filled in.

02

Fill Information

Please fill in any additional information by following the step-by-step guide on the left hand side of the preview document and click the "Next" button.

03

Get Document

When you are done, click the "Get Document" button and you can download the document in Word or PDF format.

04

Review Document

Please review the document carefully and make any final modifications to ensure that the details are correct before publication / distribution.

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Document Description

This is a Hedge Fund Due Diligence Questionnaire with 49 questions. This questionnaire is divided into four sections: funds, subscription and redemption, service providers, and fees. These detailed questions should help companies or individuals to understand and evaluate hedge fund managers' approaches to identify risks upfront, mitigate these risks, and make responsible investment.  

How to use this Document?

This document should be carefully read by the Individuals and Company. The questionnaire should apply to the majority of funds. Individuals or companies using this questionnaire should understand that not all questions are applicable to all funds. The party who is going to answer the questions should use their best judgment to only answer questions that are relevant to their organization. For skipped questions, the party should provide brief explanation for skipping.

How to Tailor the Document for Your Need?

1. Create Document: Click “Create Document” button and the document will be prepared
with your account details automatically filled in.

2. Fill Information: Please fill in any additional information by following the step-by-step
guide on the left hand side of the preview document and click the “Next” button.

3. Get Document: When you are done, click the “Get Document” button and you can
download the document in Word or PDF format.

4. Review Document: Please review the document carefully and make any final
modifications to ensure that the details are correct before publishing / distributing.

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