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Additional Investment and Regular Investment Plan Form Managed Schemes Please complete this form in BLOCK LETTERS using BLACK or BLUE pen only. Section 1 Investor Account Details EAT Fund AIR Code
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01
Start by gathering all the necessary financial information, such as your income, expenses, and any existing investments.
02
Determine your financial goals and objectives. Are you looking to save for retirement, purchase a home, or fund your children's education? This will help you determine how much additional investment you need and what type of regular contributions you should make.
03
Research different investment options and determine which ones align with your financial goals and risk tolerance. Consider factors such as potential returns, fees, and liquidity.
04
Open the necessary investment accounts, such as a brokerage account or retirement account, based on your chosen investment options.
05
Decide on the amount you want to contribute as additional investment. This can be a lump sum or regular contributions, depending on your financial situation and goals.
06
Set up automatic transfers or direct deposits from your bank account to the investment accounts for regular contributions. This ensures that you stay consistent with your investment strategy.
07
Fill out the necessary paperwork to specify the allocation of your additional investment. This may include selecting the assets or funds you want to invest in, determining the allocation percentages, and specifying any rebalancing strategies.

Who needs additional investment and regular?

01
Individuals who have specific financial goals and objectives that require extra funding beyond their regular income. This could include saving for retirement, buying a property, starting a business, or funding higher education.
02
Investors who want to maximize their future wealth by increasing their investment portfolio. Additional investment allows them to take advantage of compounding returns and potentially earn higher returns in the long run.
03
People who want to diversify their investment portfolio and spread the risk across various asset classes. Regular contributions help maintain a consistent investment approach and reduce the impact of market fluctuations.
04
Those who have excess disposable income and want to put it to work for future financial security and growth. Additional investment and regular contributions can provide a means to grow wealth and achieve financial freedom over time.
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Additional investment is an extra amount of money placed into an investment account. Regular investment is the consistent contribution of funds into an investment account at set intervals.
Investors who have made additional investments or regular contributions to their investment accounts are required to file this information.
To fill out additional investment and regular contributions, investors can use the designated forms provided by their investment institution or financial advisor.
The purpose of additional investment and regular contributions is to build wealth over time by increasing the funds in an investment account.
Investors must report the amount of additional investment or regular contributions made, the date they were made, and any associated details such as investment type.
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