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PRODUCT DISCLOSURE STATEMENT OFFER OF INTERESTS IN FIRST MORTGAGE TRUST GROUP INVESTMENT FUND Dated:14th September 2015 This document gives you important information about this investment to help
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How to Fill Out Disclosure Statement - FMT:
01
Start by gathering all the necessary information and documents that will be required to complete the disclosure statement. This may include details about your finances, assets, liabilities, and any other relevant information requested.
02
Carefully review the instructions provided with the disclosure statement form to ensure you understand the requirements and guidelines for filling it out correctly. Make note of any deadlines or specific formatting instructions that need to be followed.
03
Begin filling out the form by providing your personal information, such as your name, address, and contact details. This will identify who is making the disclosure and how to reach you if any further information is needed.
04
Move on to the financial information section of the disclosure statement. Be thorough and accurate when listing your assets, including any real estate, bank accounts, investments, vehicles, or other valuable possessions. Provide detailed information about each asset, such as its current value and any outstanding loans or mortgages associated with it.
05
Similarly, list all your liabilities, such as loans, credit card debts, and other financial obligations. Include the outstanding balances, interest rates, and any other relevant details. Ensure that you disclose all your liabilities to provide a complete and accurate picture of your financial situation.
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If the disclosure statement form includes a section for income and expenses, provide the necessary information about your monthly or annual earnings and expenditures. This may include your employment income, self-employment income, rental income, or any other sources of income you receive regularly. Additionally, include your monthly expenses, such as mortgage or rent payments, utility bills, insurance premiums, and other significant expenses.
07
Review and proofread the completed disclosure statement thoroughly before submitting it. Double-check all the information provided to ensure accuracy and completeness. Make any necessary corrections and ensure that all the required sections have been properly filled out.
Who Needs Disclosure Statement - FMT:
01
Individuals or businesses involved in financial transactions, such as loans, mortgages, or investments, may be required to fill out a disclosure statement - FMT. This statement discloses detailed financial information and provides transparency to the parties involved in the transaction.
02
Lenders, financial institutions, or investment firms often request a disclosure statement - FMT from applicants or clients to assess their financial health and credibility. It helps them evaluate the risk associated with providing financial assistance or entering into a business agreement.
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Businesses and individuals involved in legal proceedings, such as divorce or bankruptcy cases, may also need to fill out a disclosure statement - FMT. It provides a comprehensive overview of their financial situation, which may be crucial for resolving disputes, determining financial settlements, or establishing a fair division of assets and liabilities.
Remember, it is always advisable to consult with a legal or financial professional if you have any doubts or need specific guidance about filling out a disclosure statement - FMT.
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