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Pomona Investment Fund Investor Subsequent Application (Class A & Class I Shares), page 1
Basic · 41/100Form Complexity Index

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What this form asks for

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The Pomona Investment Fund Investor Subsequent Application is a legal document for existing investors in the Pomona Investment Fund to subscribe for additional shares of beneficial interest (Class A or Class I). It formalizes the investment instructions, provides account registration details, and includes necessary acknowledgments and signatures from the investor, their financial advisor, and custodian if applicable, ensuring compliance with regulatory requirements. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
Fillable fields37
Pages5
Form Complexity IndexBasic, 41/100

The AI checks your answers before you download

13 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

Exclusive Share Class Selection

This check ensures that the investor has selected exactly one share class, either 'Class A' or 'Class I'. The form requires a single choice to correctly process the subscription. If zero or both checkboxes are selected, the application is ambiguous and cannot be processed, requiring clarification from the applicant.

Minimum Subscription Amount

This validation verifies that the 'Subscription Amount' entered in Section 1 is greater than or equal to the stated minimum of $10,000. This is a critical business rule to ensure the investment meets the fund's requirements for subsequent investments. Submissions below this threshold will be rejected and must be corrected by the investor.

Valid Sales Load Percentage

This check confirms that the 'Sales Load' percentage, if provided, is a numeric value between 0 and 3, inclusive. The form states a sales load of 'up to 3%' may be charged, so any value outside this range is invalid. This prevents incorrect fee calculations and ensures compliance with the offering terms.

Pomona Account Number Completeness

This validation ensures that the 'Pomona Account Number' field in Section 2 is filled out. Since this is a 'Subsequent Application', the investor must already have an account, and this number is essential for linking the new investment to the existing account. An empty field would prevent the system from identifying the correct investor account and must be flagged as a required field.

Primary Account Holder Signature and Name

This check verifies that the 'Signature of Account Owner or Trustee' and the corresponding 'Print Name' fields in Section 3 are both completed. The signature provides legal authorization for the transaction, and the printed name ensures legibility and correct identification. An application missing either of these is legally incomplete and cannot be executed.

Valid and Current Signature Date

This validation ensures that all 'Date' fields associated with signatures are populated with a valid date in a recognized format (e.g., MM/DD/YYYY) and that the date is not in the future. A valid, current date is required for legal and compliance purposes to establish the exact time of the agreement. A missing, invalid, or future date would render the signature block invalid.

And 7 more checks
  • Conditional Joint Owner Signature
  • Conditional Custodian Signature Requirement
  • DocuSign Certificate of Completion Presence
  • Medallion Stamp Guarantee for Direct Accounts
  • Conditional VID Section 4 Completion
  • Signature and Printed Name Pairing
  • Broker/Advisor/Bank Representative Signature Logic

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How to Fill Out Pomona Investment Fund Investor Application Online for Free in 2026

What the AI walks you through.

  1. Navigate to Instafill.ai and upload or select the Pomona Investment Fund Investor Subsequent Application form.
  2. In Section 1, specify your investment instructions by selecting the Share Class (A or I) and entering the subscription amount.
  3. Complete Section 2 with your existing Pomona Account Number, account registration details, and financial advisor/custodian information.
  4. Provide your signature and date in Section 3. If you have a joint account or use a custodian, ensure they also sign.
  5. Use the AI-guided process to have your Broker, Financial Advisor, or Bank Representative complete their respective certification and signature sections.
  6. Carefully review all entered information across all sections for accuracy before finalizing the document.
  7. Securely download, print, or email the completed application to the designated parties as instructed on the form.

Common Mistakes in Completing Pomona Investment Fund Investor Application

The ones the AI is built to catch.

Omitting 'For Benefit Of' (FBO) Information on Wire Transfers
When wiring funds, investors often forget to include their name in the 'For Benefit Of' (FBO) line as specified in the wiring instructions. This makes it difficult for the fund to match the incoming wire with the correct investor application, leading to significant processing delays or even the return of funds. To avoid this, always double-check that the FBO line on your wire transfer request exactly matches the investor or entity name on the application.
Missing Critical Subscription Deadlines
The form clearly states different deadlines for receiving the application and funds depending on the payment method (wire vs. check). Investors frequently miss these deadlines, causing their investment to be postponed to the next month's subscription period. To prevent this, carefully review the deadlines and coordinate with your financial advisor to ensure both the completed application and the funds are received well in advance of the cut-off dates.
Failing to Select a Share Class
In Section 1, investors must check a box to indicate whether they are subscribing to Class A or Class I shares. It is a simple but common oversight to leave both boxes unchecked, which makes the application incomplete. This requires the processing agent to contact the investor or advisor for clarification, delaying the investment. Always ensure one of the two share class boxes is clearly marked before submission.
Entering a Subscription Amount Below the Minimum
The form specifies a subsequent investment minimum of $10,000 for each share class. Applicants sometimes enter an amount below this threshold, which results in an automatic rejection of the subscription request. Always verify that the subscription amount in Section 1 meets or exceeds the stated minimum. Using an AI form-filling tool like Instafill.ai can help prevent this by flagging entries that don't meet predefined rules like minimum investment amounts.
Providing an Incomplete or Incorrect Account Registration Name
The 'Account Registration' field in Section 2 requires the full, legal name of the account owner(s), such as 'John A. Doe and Jane B. Doe, JTWROS' or 'The Doe Family Trust.' Investors often use informal names, abbreviations, or omit important details like trust dates or registration types. This can lead to legal and compliance issues and may require a new, corrected form. Ensure the name provided is the exact legal title of the investing entity.
Misinterpreting the 'BIN Number' Field
The form provides a confusing, dual definition for the 'BIN Number' in Section 2, stating it is a bank account number for direct accounts but a custodian account number for custodial accounts. This ambiguity often leads to investors entering the wrong number. An incorrect BIN can cause delays in linking the investment to the correct account. Clarify with your financial advisor which number is appropriate for your specific account type before filling out this field.
Missing Required Custodian or Representative Signatures
The application has multiple signature requirements, especially for IRA or custodied accounts, which need a custodian's signature. Forgetting to obtain these necessary third-party signatures is a primary reason for application rejection. This forces the investor to resubmit the entire package, risking missing the subscription deadline. Proactively identify all required signatories and allow ample time to collect all signatures before the submission deadline.
Signing in the Incorrect Representative Section
Section 3 is divided into three distinct parts (A, B, and C) for different types of financial professionals: Broker/Financial Advisors, Registered Investment Advisers, and Bank Representatives. An advisor signing in the wrong section invalidates that part of the agreement and can halt the entire application. It is critical that the financial representative carefully reads each section and signs only in the one that accurately describes their role and firm type.
Neglecting the Medallion Stamp Guarantee for Direct Accounts
The form requires a Medallion Stamp Guarantee for accounts held directly with the fund, a specific type of signature guarantee from a financial institution. Investors or their advisors often overlook this requirement or confuse it with a standard notary stamp, leading to rejection. If the account is held direct, you must obtain this specific stamp from a qualified bank or brokerage firm. This is a common issue that can be avoided by carefully reading all instructions in the signature section.
Submitting Incomplete DocuSign Packages
While the form accepts DocuSign signatures, it explicitly requires that they be supported by a 'DocuSign Certificate of Completion.' Many users simply send the signed document itself, without the accompanying certificate that validates the signature's authenticity. This omission renders the electronic signature invalid for compliance purposes, forcing a resubmission. Always ensure the full DocuSign package, including the final certificate, is included with your submission.
Using an Incorrect Pomona Account Number
For a subsequent investment, the existing Pomona Account Number is required in Section 2. The form states this can be found on the shareholder's Capital Account Statement, but investors may mistakenly enter a different number, such as their brokerage or bank account number. This error prevents the new investment from being correctly allocated to the existing account, causing significant reconciliation issues. Always reference your official Capital Account Statement to find the correct number. Since this form is a flat PDF, a tool like Instafill.ai can convert it into a fillable version, making data entry cleaner and less prone to such errors.

Frequently Asked Questions About Pomona Investment Fund Investor Application

 

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This plan is for your Pomona Investment Fund Investor Application: your own AI agent fills it as often as 5 times a month. To fill other forms and upload your own, choose a Professional plan from your account.
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From your account, in two clicks, any time. No email, no call.
How does the AI fill out Pomona Investment Fund Investor Application?
You answer a few questions in plain words, or upload a document you already have. The AI reads what you give it and puts each answer into the right field of Pomona Investment Fund Investor Application, on every page, in seconds. It checks the answers against the form's own rules, and you review and change anything before you download, print or sign.
What happens to my information?
It is encrypted in transit and at rest, and it is never used to train AI.
How complex is Pomona Investment Fund Investor Application to fill out?
Pomona Investment Fund Investor Application has a Form Complexity Index of 41 out of 100, in the basic tier: 37 fillable fields across 5 pages. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.
What is the purpose of this form and who should fill it out?
This is a subsequent investor application for existing investors in the Pomona Investment Fund who wish to purchase additional Class A or Class I shares. It is not intended for first-time investors.
Is there a minimum amount for a subsequent investment?
Yes, the minimum subsequent investment is $10,000 for each share class, as stated in Section 1 of the form.
What are the deadlines for submitting the application and funding?
Your application must be received five business days before the end of the month. Funds sent via wire are due three business days before month-end, while funds sent via check are due ten business days before month-end.
How can I submit my completed application?
You can email the form to [email protected] (with a Cc to [email protected]), fax it, or send it via mail to the U.S. Mailing or Overnight Address listed on the form.
Where can I find my Pomona Account Number for Section 2?
Your Pomona Account Number can be found on your shareholder’s Capital Account Statement.
What is the 'BIN Number' requested in Section 2?
The BIN Number refers to your bank account number for direct accounts or your custodian account number for accounts held in custody.
Are there special requirements for investing through an IRA?
Yes, if you are subscribing through an Individual Retirement Account (IRA), the application requires the signature of the qualified IRA custodian or trustee.
My account is held with a custodian. What do I need to do?
For accounts that are custodied, you must obtain a sign-off from your custodian on all purchase paperwork. There is a specific signature block for the custodian in Section 3.
Can I sign this form electronically?
Yes, the form accepts DocuSign signatures. However, you must include the supporting DocuSign Certificate of Completion with your submission.
Who needs to sign the Acknowledgment and Signature section?
The account owner or trustee must sign. Additionally, depending on how your account is managed, your Broker, Financial Advisor, or Custodian may also need to sign in the designated areas of Section 3.
Who should I contact if I have questions while filling out the form?
If you have direct questions about the application, you can call Pomona Investment Fund at 1-844-2-POMONA (1-844-276-6662).
Can AI tools help me fill out this form?
Yes, services like Instafill.ai use AI to accurately auto-fill form fields with your saved information, which can save you time and help prevent errors.
How can I use Instafill.ai to complete this form online?
Simply upload the Pomona Investment Fund application PDF to the Instafill.ai platform. The AI will make the fields interactive, allowing you to click and fill them with your securely stored information.
What should I do if my PDF copy of the form is not fillable?
If you have a non-fillable PDF, you can use a tool like Instafill.ai. It can convert flat PDFs into interactive, fillable forms that you can complete and sign digitally.
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