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Deathtrap Portfolio Service Supplementary Information and Financial Services Guide Issued 26 November 2012 Issued by Oasis Fund Management Limited ABN 38 106 045 050 ADSL 274331 as Operator of the

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How to fill out wealthtrac portfolio service supplementary

How to fill out wealthtrac portfolio service supplementary?

01

Start by gathering all the necessary documents and information such as your personal details, financial information, and investment goals.

02

Fill in your personal details accurately, including your name, address, contact information, and tax file number.

03

Provide accurate financial information, including your current income, assets, liabilities, and any existing investments.

04

Specify your investment goals and risk profile. This will help wealthtrac portfolio service to tailor their services and investment recommendations to meet your needs.

05

Review all the terms and conditions of the wealthtrac portfolio service supplementary form before signing it.

06

Sign and date the form to confirm your agreement with the terms and provide any requested documents or attachments if required.

07

Submit the completed form to the designated wealthtrac portfolio service office or through the prescribed online platform.

Who needs wealthtrac portfolio service supplementary?

01

Individuals who have existing investments with wealthtrac and want to make additional investment selections or changes to their portfolio.

02

Investors who are looking for a professional wealth management service that can assist them in achieving their financial goals.

03

Individuals who value personalized investment advice and recommendations based on their risk profile, financial situation, and investment objectives.

04

Clients who prefer to have a dedicated portfolio manager or advisor who can monitor and manage their investments on an ongoing basis.

05

Investors who want access to a wide range of investment options and asset classes, including shares, managed funds, and property.

06

Individuals who want to consolidate their investments and have a comprehensive overview of their portfolio's performance and progress towards their financial goals.

07

Investors who seek transparency and prefer to have a clear understanding of the fees and charges associated with the wealthtrac portfolio service.

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What is wealthtrac portfolio service supplementary?

The wealthtrac portfolio service supplementary is a additional service offered by wealthtrac to enhance portfolio management.

Who is required to file wealthtrac portfolio service supplementary?

Clients who have signed up for wealthtrac portfolio service are required to file the supplementary form.

How to fill out wealthtrac portfolio service supplementary?

To fill out the wealthtrac portfolio service supplementary, clients need to provide detailed information about their investment goals, risk tolerance, and financial situation.

What is the purpose of wealthtrac portfolio service supplementary?

The purpose of wealthtrac portfolio service supplementary is to help wealthtrac better understand the client's financial needs and tailor the portfolio management accordingly.

What information must be reported on wealthtrac portfolio service supplementary?

The wealthtrac portfolio service supplementary requires information on the client's investment preferences, financial objectives, and risk profile.

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