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MASON STEVENS ACCOUNT APPLICATION Mason Stevens Limited ACN 141 447 207 ADSL 351578 www.masonstevens.com.au MASON STEVENS ACCOUNT APPLICATION This Account Application (Application Form or Application)

How to fill out mason stevens account application

How to fill out Mason Stevens account application:

1. Start by visiting the official Mason Stevens website.
2. Look for the "Open an Account" section or a similar button on the homepage.
3. Click on it to access the account application form.
4. Fill in your personal details such as your name, address, date of birth, and contact information.
5. Provide information about your employment status, income, and investment experience.
6. If you have any existing investment accounts, mention them in the appropriate section.
7. Indicate the type of account you want to open, whether it's an individual account, joint account, trust account, or a Self-Managed Super Fund (SMSF).
8. If you're opening a joint account, include the details of the co-applicant.
9. Read and agree to the terms and conditions of opening an account with Mason Stevens.
10. Review the information you have entered before submitting the application.

Who needs Mason Stevens account application?

1. Individuals who wish to invest their money in various financial instruments.
2. Joint account holders, such as couples or business partners, who want to pool their resources for investment purposes.
3. Trustees who oversee and manage trusts for the benefit of beneficiaries.
4. Investors looking to establish a Self-Managed Super Fund (SMSF) to take control of their retirement savings.
5. Anyone interested in accessing Mason Stevens' range of investment products and services, including access to managed funds, direct equities, and other investment opportunities.

Note: It's always advisable to consult with a financial advisor or Mason Stevens' customer service to ensure you meet all the necessary requirements and understand the risks associated with investing before completing the account application.

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What is mason stevens account application?

The Mason Stevens account application is a form used to open an account with Mason Stevens, a financial services company.

Who is required to file mason stevens account application?

Any individual or entity looking to open an account with Mason Stevens is required to fill out the account application.

How to fill out mason stevens account application?

To fill out the Mason Stevens account application, you will need to provide personal and financial information as requested on the form.

What is the purpose of mason stevens account application?

The purpose of the Mason Stevens account application is to collect necessary information to open and manage an account with Mason Stevens.

What information must be reported on mason stevens account application?

The Mason Stevens account application typically requests information such as name, contact details, financial goals, investment experience, and risk tolerance.