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This document is intended for existing unit holders of the Pengana Australian Equities Fund to make additional investments. It outlines the required information and declaration necessary for the investment
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How to fill out application for additional investment

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How to fill out APPLICATION FOR ADDITIONAL INVESTMENT

01
Start by obtaining the APPLICATION FOR ADDITIONAL INVESTMENT form from the relevant authority or website.
02
Fill out your personal details in the designated sections, including your name, contact information, and account number.
03
Provide details of the existing investment, including the investment amount and type.
04
Specify the amount you wish to invest additionally in the appropriate field.
05
Attach any required documentation that supports your request for additional investment, such as financial statements or agreements.
06
Review the completed application for accuracy and completeness.
07
Sign and date the application in the required section.
08
Submit the application through the specified submission method, whether by mail or electronically.

Who needs APPLICATION FOR ADDITIONAL INVESTMENT?

01
Individuals or entities looking to increase their current investment within a specific fund or account.
02
Existing investors who want to allocate more funds to their existing investment opportunities.
03
Business owners seeking to inject additional capital into their business ventures or projects.
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People Also Ask about

Additional Investment means the total of the amount of equity and permitted subordinated debt, in each case, received by the Borrower from a reliable source, during a particular period, under a public offering or private placement by the Borrower of equity and permitted subordinated debt.
Additional Investment means any subsequent payments made into a financial agreement, following an initial investment.
An institutional investor is a company or organisation that pools money from other entities and invests the pooled funds in different market securities on their behalf. Mutual funds, pension funds, and insurance companies are common examples of institutional investors.
Additional Capital Investment means the amount of any capital contributions to, or investments of any additional capital in, the Companies in the ordinary course of business and a manner consistent with past practice, or in connection with any capital expenditure or environmental upgrade projects set forth on Schedule
Investment accounts hold stocks, bonds, funds and other securities, as well as cash. Unlike a bank account, the value of assets in an investment account fluctuates and can decline. Assets with a greater risk of loss tend to offer the potential for greater reward.
Several items are included in owner's equity within the balance sheet, such as: (+) The money invested into your business: When you put money or assets (e.g., equipment, vehicles, etc.) into your business, these investments directly increase your equity.
Types of Investments Equities (otherwise known as stocks or shares) Bonds. Mutual Funds. Exchange Traded Funds. Segregated Funds. GICs. Alternative Investments.
Note: Additional investment can also refer to the extra money that a company needs to invest in its working capital to support its growth. This can be calculated by subtracting the current working capital from the projected working capital.

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APPLICATION FOR ADDITIONAL INVESTMENT is a formal request submitted by investors to allocate more funds towards an existing investment opportunity, allowing for increased capital to support growth or additional expenditures.
Typically, existing investors in a project or venture who wish to increase their financial contributions are required to file an APPLICATION FOR ADDITIONAL INVESTMENT.
To fill out the APPLICATION FOR ADDITIONAL INVESTMENT, the investor should complete the designated form, providing details such as the investment amount, purpose of the additional funds, and any required financial disclosures or supporting documents.
The purpose of APPLICATION FOR ADDITIONAL INVESTMENT is to formally request more capital for a project, ensuring that investors communicate their intentions and the rationale for additional funding to the relevant management or governing body.
The information that must be reported typically includes the investor's identification details, the amount of additional funds requested, the proposed use of the funds, previous investment details, and any supporting documentation that justifies the need for additional investment.
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investment Pengana Australian Equities Fund additional investment unit holders application form financial form declaration contact information recurring investment bank details

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