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PLEASE DO NOT STAPLE FirstChoice Personal Super Additional and Regular Investment Form Before completing this form you must have a copy of the current Product Disclosure Statement. Please phone Colonial
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How to fill out additional and regular investment:

01
Start by gathering all necessary information, such as your personal details and financial information.
02
Determine the type of investment you want to make - whether it is additional or regular investment.
03
If it is an additional investment, check if there are any specific forms or procedures required by the investment provider. Fill out the required forms accurately.
04
If it is a regular investment, set up a systematic investment plan (SIP) with the investment provider. This will allow you to invest a fixed amount regularly at specified intervals.
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Provide the required financial details, such as the amount you wish to invest, the frequency of investments, and the investment duration.
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Review all the provided information to ensure accuracy. Double-check if you need to attach any supporting documents or identification proofs.
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Sign and submit the completed forms either physically or electronically, following the instructions provided by the investment provider.

Who needs additional and regular investment:

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Individuals who want to increase their investment holdings can opt for additional investment. This can be done by investing more money into their existing investment accounts or buying additional shares of a particular investment.
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Regular investment is suitable for individuals who want to create a habit of saving and investing regularly. It helps in accumulating wealth over the long term and can be done through methods like SIPs, where a fixed amount is invested periodically.
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Both additional and regular investment options are popular among individuals who wish to grow their wealth, achieve financial goals, or plan for retirement. It provides them an opportunity to make their money work for them and generate passive income.
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Additional investment refers to extra money you put into an existing investment or savings account, while regular investment is a periodic contribution made at set intervals.
Individuals or entities who have made additional or regular investments are required to file the relevant information.
To fill out additional and regular investment, you typically need to provide details such as the amount invested, the account or investment type, and any relevant dates.
The purpose of additional and regular investment is to grow wealth, save for retirement, or meet financial goals.
Information such as the amount invested, type of investment, dates, and any gains or losses must be reported on additional and regular investment.
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