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Get the free Transaction slip - PPFAS Mutual Fund

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For one transaction only This form is for use of Existing Investors Only. ... ACKNOWLEDGMENT SLIP (To be filled in by the Unit holder) .... (this enables you to access your investment portfolio through
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How to fill out transaction slip - ppfas

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How to fill out transaction slip - ppfas:

01
Start by entering the date of the transaction. This is usually located at the top of the slip and requires you to write the day, month, and year.
02
Next, fill in your personal details. This includes your name, address, contact number, and any other information requested by the slip. Ensure that all information is accurate and up-to-date.
03
Then, provide the details of the transaction. This includes the name of the investment or fund you are purchasing or selling, the amount of units or shares you wish to transact, and the price at which you are buying or selling.
04
If applicable, indicate any specific instructions or preferences you have for the transaction. For example, if you want to reinvest any dividends or if you have any tax-related instructions, make sure to mention them on the slip.
05
Double-check all the information you have entered on the transaction slip to ensure accuracy. Mistakes in filling out the slip can lead to errors in the transaction process.

Who needs transaction slip - ppfas:

01
Investors who are looking to buy or sell units or shares of an investment or fund managed by PPfas Asset Management.
02
Individuals who have subscribed to PPfas Asset Management and need to initiate transactions within their investment accounts.
03
Clients of PPfas Asset Management who want to make changes to their investment portfolio or execute specific investment instructions.
Remember, if you are unsure about how to fill out the transaction slip or have any questions regarding the process, it is recommended to reach out to the customer support team or your financial advisor at PPfas Asset Management for assistance.
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