AllianzGI Account Types

　　Allianz Global Investors (AllianzGI) offers various account types for investors looking to invest in their managed funds. The primary account types include:

• 　　Institutional Accounts: Designed for large investors such as pension funds, endowments, and foundations. These accounts typically have higher minimum investment requirements and provide access to a wide range of investment strategies.

• 　　Retail Accounts: Suitable for individual investors, these accounts allow access to mutual funds and other investment products managed by AllianzGI. Retail accounts generally have lower minimum investment thresholds compared to institutional accounts.

• 　　Custody Accounts: For investors wishing to keep their units in funds managed by AllianzGI in a custody account with State Street Bank Luxembourg. This type of account is specifically for those who prefer to have their investments securely held.

• 　　Managed Accounts: These accounts provide personalized investment management services, where AllianzGI manages the portfolio according to the investor's specific goals and risk tolerance.

  　　

　　

AllianzGI Broker Account Opening Process

　　To open a broker account with AllianzGI, follow these steps:

• 　　Contact the Distribution Operations Team: For inquiries, reach out to the team via phone at +49 (0) 69 2443 13440 or email at distribution.operations@allianzgi.com.

• 　　Complete the Application Form: Fill out the relevant application form based on your account type. AllianzGI provides application forms in multiple languages, including English and German.

• 　　Submit KYC/AML Documentation: Prepare and submit necessary Know Your Customer (KYC) and Anti-Money Laundering (AML) documents, including:

• AllianzGI Due Diligence Questionnaire (available in German, English, and French).

• 　　Funding Your Account: Once your application is approved, fund your account using the payment instructions provided, which may include bank transfers or other payment methods.

• 　　Order Submission and Settlement: For institutional and retail accounts, order submission and settlement can be done via Clearstream and Euroclear, with settlements processed through State Street Bank Frankfurt.

• 　　Receive Confirmation: After your account is funded and orders are executed, you will receive confirmation of your transactions and account status.

　　For further details on the account opening process, visit AllianzGI's official website.